PayFlo

Payflo automatically follows up with your clients, gets them to sign up, and collects their payments.

About PayFlo

PayFlo is a tool aimed at artisans and small construction businesses to help recover lost quotes by automating client follow-ups, electronic signatures, and payment collection. Users can upload their existing quotes in PDF or other formats, and the system extracts client and project details automatically. The platform sends up to 11 follow-up messages via email and SMS, tracks when quotes are viewed, and enables clients to sign and pay deposits instantly from their phones. A free plan allows sending one quote without requiring a credit card, while paid plans offer more active quotes and additional features.

Best for: artisans, small construction businesses, tradespeople, BTP SMEs

Key features

Automates up to 11 follow-up reminders per quote via email and SMS.
Extracts client and quote details from uploaded PDF, DOCX, JPG, or PNG files.
Enables electronic signatures compliant with eIDAS, signed in one click from mobile.
Allows clients to pay deposits instantly after signing, with funds transferred in minutes.
Tracks in real time when and how long a quote is viewed, with instant notifications.
Dashboard provides real-time overview of signed quotes and payments received.

Use cases

Recovering lost or ignored quotes by automating client follow-up sequences.
Collecting electronic signatures and payments without changing existing quoting software.

Pros

Free plan allows sending one quote without credit card required.
No need to change existing quoting software; works with exported files.

Limitations

Free plan limited to one quote sent.

Screenshots

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