How DealFlows
Works
Send Interactive Quotations
Stop sending dead PDFs. Create professional quotes in 30 seconds with AI Auto-Suggest. DealFlows learns from your past quotes to auto-fill items, suggest your last quoted prices, and pre-fill GST rates—no more manual entry or referring to HSN codes.
Client Approves Scope Online
Clients receive a magical link where they can toggle optional items, adjust quantities, and see prices update live. One-tap digital sign-off freezes the scope and pricing instantly.
Auto-Generate GST Invoices
The second a client approves, the system generates a compliant tax invoice with sequential numbering and correct B2B/B2C categorization. No more manual entry or copy-paste errors.
Collect 0% Commission UPI
Clients pay via a dynamic UPI QR code or bank transfer. DealFlows supports the native Indian UPI stack, meaning zero payment gateway commissions and 100% revenue retention.
Auto-Generate Payment Receipts
Instantly create professional tax receipts for advance payments, milestone payments, or full settlements. The system handles partial payments seamlessly, updating the outstanding balance automatically and sending receipts directly to the client's WhatsApp.
Automated WhatsApp Nudges
Our automated drip system sends polite, professional reminders on WhatsApp until the payment is cleared. Each message includes a magic link that opens their UPI app directly.
Visual Delivery Tracking
Track every service date, delivery milestone, and payment deadline on your unified Business Calendar. Never miss a client commitment again.
Audit-Ready GST Reports
Generate complete GSTR-1 compliance summaries, HSN/SAC table breakdowns, and state-wise sales distribution reports. Share direct access with your Chartered Accountant (CA) to file returns without manual calculation errors.
Manual Process vs
The DealFlows Way
| STAGE | TRADITIONAL | DEALFLOWS |
|---|---|---|
| Quotation | Static PDF / Text Message | Interactive Portal |
| Approval | WhatsApp Confirmation | Digital Sign-off |
| Invoicing | Manual Data Entry | Auto-Generated |
| Payments | Payment Gateway Fees (2-3%) | 0% Commission UPI |
| Receipts | Manual or Excel receipts for advances & full payment | Auto-generated PDFs for advance, milestone, or full payments |
| Follow-up | Manual Phone Calls | WhatsApp Nudges |
| GST Compliance | Manual GSTR-1 collation, manual HSN lookup | Auto-filled HSN, auto-categorized B2B/B2C, 1-click GSTR-1 exports |
| Business Health | Manual Spreadsheets & "Gut-Feel" Guessing | 6-Tier Dashboard (Real-time Pipeline & Runway) |
Ready to automate your
Professional Pipeline?
START YOUR FREE WORKFLOW 🚀No Credit Card Required • Join hundreds of Indian Businesses