How does the DealFlows Lifecycle work?

The lifecycle tracks your deal from 'Quote to Cash'. It starts with sending an interactive Quotation, moves into Negotiation where clients approve the scope online, converts to a PO/Invoice, manages Collection via auto-nudges, and ends with Receipting and Fulfillment tracked in your calendar.

What insights does the Intelligence Dashboard provide?

The dashboard acts as your financial command center. It tracks your win rate, highlights pending payments, shows your active deal pipeline value, and automatically generates audit-ready GST reports for your CA.

Do clients need to download an app to view my quotes?

No. Your clients receive a magical, interactive link that opens instantly in any mobile or desktop browser. They can view the proposal, select optional items, and approve the deal. The page also generates a dynamic QR code based on the payment type (advance or credit) so they can pay easily directly on the same page.

What payment methods are supported, and what are the fees?

DealFlows charges 0% commission and zero platform fees on your transactions. Your clients have the option to pay instantly using a dynamic UPI QR code, or they can also choose to pay directly to your bank account via NEFT/RTGS for more corporate setups.

How do the automated WhatsApp nudges work?

Our system sends professional, polite payment reminders directly to your clients via WhatsApp. These messages include a direct wa.me UPI payment link. You can trigger them manually with one click or set up an automated drip sequence based on the invoice due date.

Is DealFlows compliant with Indian Tax Laws and GST?

Yes. DealFlows generates legally compliant Tax Invoices with sequential numbering, HSN/SAC codes, and provides audit-ready reports optimized for GSTR-1 filing.

Industry Solutions

For Event Planners & Wedding Coordinators

"DealFlows provides event planners with a unified command center for managing event quotations, interactive vendor/menu selections, and automated payment collection with a visual calendar view for all delivery dates."

Never double-book again. DealFlows gives event planners a visual calendar with all bookings and payment deadlines, alongside interactive menu selection portals.

-60%

Booking Time

100% Revenue

Retention

2x More Events

Efficiency

The Event Planners Workflow

From First Quote to Final Fulfillment

Menu Selection

Use AI Auto-Suggest to instantly build menus based on your last quoted rates and item history.

Calendar Booking

Confirmed deals automatically populate your Business Calendar with service and payment dates.

Auto-Nudges

Send polite WhatsApp reminders for balance payments 48 hours before the event date.

Post-Event Receipts

Generate final tax receipts and GSTR-1 reports instantly after the deal is closed.

Built for Event Planners

Industry-specific tools that solve your unique business hurdles. No generic software, just high-performance deal management.

Get Started Free

AI Auto-Suggest Menus

Visual Booking Calendar

Interactive Menu Selection

Automated Payment Sequences

Direct WhatsApp Reminders

No Payment Gateway Fees

Common Questions

Can I manage multiple event dates in one deal?

Absolutely. You can set multiple service dates per quotation, and they will all appear on your unified calendar.

What happens if a client wants to change the menu?

They can edit the selection in the portal until they click "Approve", or you can update it instantly and the link refreshes.

Related Insights

Expert advice for Event Planners

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Event Planning at Scale: Tracking Deliveries and Payments on a Single Visual Calendar

The secret to scaling an event business isn't working more hours; it’s centralized visibility. Learn how a single visual calendar can transform your business.

Blog Article12 min read

Best Quotation & Payment Collection Software for Indian SMEs (2026)

We compare the top 5 quotation and payment software for Indian service businesses in 2026, including DealFlows, Vyapar, and Zoho Invoice.

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