Zigaflow

Zigaflow Dashboard with the Go To menu highlighted in the top navigation bar, above the Recently Created Quotations list

Go To menu open on the Dashboard with the Quotations option highlighted in the dropdown list

Quotes list view with the Pipeline toggle highlighted next to List, above the table of quotes with net prices

4. <b>Click and hold</b> the quotation card

Quotations pipeline view with the Q1153 v1 quote card highlighted in the Sent column, ready to click and hold

5. <b>Drag &amp; drop it</b> into the new status column

Quotes pipeline view with Sent, Accepted and Declined columns, a quote card being dropped into the Accepted column

Learn more: <a href="https://zigaflow.com/features/quotes" rel="nofollow noopener noreferrer" target="_blank">quotes in Zigaflow</a>

Quickly and easily drag & drop your quotations to change their status in your workflow

Change the status of a quotation in the pipeline view

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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