Question 1

How does the DealFlows Lifecycle work?

Accepted Answer

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.

Question 2

What insights does the Intelligence Dashboard provide?

Accepted Answer

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.

Question 3

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

Accepted Answer

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.

Question 4

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

Accepted Answer

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.

Question 5

How do the automated WhatsApp nudges work?

Accepted Answer

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.

Question 6

Is DealFlows compliant with Indian Tax Laws and GST?

Accepted Answer

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

Professional Templates
For Indian SMEs

WhatsApp Payment Reminder Template

Quotation Template

GST Invoice Template

Templates are just the
starting point

Professional Templates For Indian SMEs

WhatsApp Payment Reminder Template

Quotation Template

GST Invoice Template

Templates are just the starting point

Professional Templates
For Indian SMEs

Templates are just the
starting point