Configuration, quoting and follow-up in one flow
Map every choice in your form or configurator to the right product or service. On a Flow builds the quote, lets the customer sign digitally and then starts the right follow-up automatically.
We'll show it with a sales process from your organisation.
One continuous process
The real time gain comes when customer choices no longer need to be retyped into a quote. In On a Flow you define which item belongs to each option — so the configuration becomes the basis for the proposal.
The full flow
Everything you need to turn a customer request into a concrete signed proposal.
Build a form or configurator where customers share requirements step by step. An answer can determine the next question, so each customer only sees the relevant path.
Store products and services with price, unit, VAT and attributes. Then attach the right item to each relevant answer option.
Selected items become quote lines. The customer receives the proposal, reviews the document and signs digitally. Approval and status return to On a Flow.
Dear Lotte, below is our proposal for developing and launching your new website.
Once approval is processed, a workflow can move the deal, notify your team, log an activity or create an invoice.
How it works
The configurator collects the relevant requirements, variants and details.
Selected options point to the right products and services.
The assembled quote is reviewed and signed digitally.
Status is updated and the configured workflow starts.
For different industries
Map project choices, packages and add-ons to the right services.
Translate materials, finish, size and options into product lines.
Combine the on-site situation with equipment and labour.
See your own sales flow
In a demo we show how choices map to items and walk the path through quote, digital approval and automatic follow-up.
FAQ
Yes. A choice can be linked to the matching catalog item with the information needed for the quote.
Selected products and services can form the quote lines. How far you automate depends on your setup and any review before sending.
Yes. The customer can review and sign digitally. The result is then returned to On a Flow.
Status is applied to the right request and deal. A workflow can then move the deal, notify the team or create an invoice.
Yes. The forms module includes an embed option and a live preview.
Yes. The catalog can hold products and services, including prices, units, VAT and attributes.
On a Flow
See how configurator, catalog, quote, digital signature and follow-up come together.