On a Flow

Forms, CRM and workflows

From customer request to quote. With clarity at every step.

Collect your customer's requirements with a form or configurator in On a Flow. Manage contacts, deals, quotes and invoices in the same workspace. Set up workflows that run recurring follow-up steps, such as notifying your team after acceptance.

Mobile request form with choices for a new website, redesign or expansion.

A good request is the start. Follow-up makes the difference.

One customer wants a new website. Another wants a custom cabinet or an installation. The questions differ, but you always need the same clarity: what is needed, who follows up, and what is the next step?

When requirements, customer details and quotes are scattered, you keep piecing information together. On a Flow gives you one workspace to review requests, track opportunities and prepare proposals — so you stay on top of the work between first interest and the order.

Shape your request process around your own offering

Ask the questions that fit the request

Build a form or configurator where customers share their requirements step by step. Use choices and follow-up questions to collect the information you need. An answer can determine which question appears next.

An agency can ask about project type and scope. An interior builder about materials and dimensions. An installer about the installation type and on-site situation. You define the questions and the path that fits your offering.

You build the steps visually and preview the form live. Adjust the look, embed it on your website and review submissions in On a Flow.

Form builder for a custom cabinet, with material choices, dimensions and a customer preview.

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Know where every opportunity stands

Manage deals in clear pipeline stages. On each card you see the contact and, when available, the quote amount and status — so you can review progress without opening every quote.

Capture the owner, source and expected close date on a deal. Keep contact details, labels and notes with your contacts. The dashboard shows open deals, pipeline value, waiting quotes and overdue invoices — helping you decide what needs attention.

Pipeline with requests for web design, a custom cabinet and an EV charger installation.

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Reuse your offering in quotes

Store products and services in your item catalog with descriptions, prices, units and VAT. Add attributes that matter for your offering — service scope, product finish, or materials you use.

Use active items in your quotes and include the right specifications. Add an introduction and closing to explain your proposal. Work from stored item data toward a quote that fits the request.

Catalog with web design, a custom cabinet and an EV charger installation, including attributes and prices.

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Keep quotes and invoices in view

Track whether a quote is still a draft, has been sent, accepted or declined. Search and filter the overview and review email history on the document before you contact the customer.

Invoices live in the same workspace, with their own status and due date — so the administrative follow-up of an order stays visible too.

Quote for an EV charger installation: €1,500 excluding VAT and €1,815 including VAT.

Run fixed follow-up steps

An accepted quote can start an automation. For example, move the deal to another stage, notify your team and log the activity. Creating and sending an invoice can also be part of a workflow after quote acceptance.

In the visual builder you connect triggers to actions. Add a condition or wait time where needed. You decide which workflow to enable and which steps it runs — giving recurring work a fixed sequence.

Workflow that moves a deal, notifies the team and logs an activity after quote acceptance.

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What your sales process can look like

  1. 1

    Collect requirements

    Let the customer fill in a form or configurator. Review the submission and capture the contact details you need.

  2. 2

    Follow up on the request

    Create a deal, link the contact and assign an owner. Track progress in the pipeline.

  3. 3

    Prepare your proposal

    Create a quote with the right items, specifications and prices. Send the proposal and track its status.

  4. 4

    Handle the follow-up

    Manage the invoice and let configured workflows run the next steps — for example notifying your team when a quote is accepted.

For teams that work with requests and quotes

On a Flow fits businesses that first collect customer requirements and then prepare a proposal — a service, a custom product, or an installation. The common thread is the process: gather information, follow up, quote, and handle what comes next.

Salespeople track their deals. Colleagues who prepare quotes and invoices work on the related documents. As an owner or team lead you review the status through the dashboard and pipeline.

Frequently asked questions

Is On a Flow for products or services?+

Both. In the item catalog you can store products and services. You configure forms and questions around the information you need for your offering.

What can I do with a configurator?+

You let customers share choices and requirements across multiple steps. You can connect questions and answer options so an earlier answer determines the next question.

Can I use a form on my website?+

Yes. The forms module includes an embed option. You can adjust the look and preview it live beforehand.

What can happen after a quote is accepted?+

You can set up a workflow for that. Available actions include moving a deal, notifying your team, logging an activity, and creating and sending an invoice. What happens depends on the workflow you enable.

Can I see which quotes are still waiting for a response?+

Yes. The dashboard shows the number of waiting quotes. In the quote overview you can search and filter by status.

Give every request a clear next step.

See how On a Flow helps you collect requirements, manage proposals and automate follow-up. Request a demo and discover how it fits the way your team works.