Is WhatsApp included in my Zigaflow subscription?

Yes - WhatsApp messaging is included in every Zigaflow plan. There is no additional module fee or per-message charge from Zigaflow for standard business use.

Which Zigaflow documents can I send via WhatsApp?

Quotes, invoices, purchase orders, works orders, jobs, delivery notes and eForms. Any document generated inside Zigaflow can be sent directly to a WhatsApp contact from within the relevant record.

Do my clients need a Zigaflow account to receive documents?

No. Clients receive messages in their existing WhatsApp app. No account, no download and no setup is required on their end - they just reply as they would to any other WhatsApp message.

How are client replies captured in Zigaflow?

When a client replies to your WhatsApp message, their response is automatically added to the timeline of the relevant record in real time. No manual copying or note-taking required.

Communication

WhatsApp + Zigaflow

Send documents. Get replies. All in Zigaflow.

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How It Works

Up and running in three steps

Connect your WhatsApp Business number

Link your existing WhatsApp Business number to Zigaflow through the settings panel. Takes a few minutes - no new number needed, and no separate app for your team to manage.

Send documents from any record

Hit the WhatsApp button on any quote, invoice, job, purchase order, works order, delivery note or eForm. Zigaflow formats the document and sends it to your client's WhatsApp instantly - no copy-pasting and no switching apps.

Replies sync to your Zigaflow timeline

When clients respond, every message is automatically logged to the timeline of the relevant record. Approvals, queries, amendments - all captured in context, visible to your whole team, without anyone updating a thing manually.

Why It Works

What you get with WhatsApp

QT-1092 - Acme Corp Ltd

Summer merchandise run£8,450

QT-1092 · Sent via WhatsAppRead 09:14

98% open rate vs 18% email

Documents delivered where clients actually read them

Quotes and invoices sent via WhatsApp see far higher open rates than email. Clients engage with messages in the app they already check dozens of times a day, which means fewer follow-ups and faster decisions.

QT-1092 · Timeline

Quote sent via WhatsApp09:14

Read by client09:16

Client: "Go ahead!"09:19

Logged to Zigaflow automatically

Every conversation stays on the record

Client replies, approvals and queries are automatically saved to the relevant Zigaflow timeline. No more digging through personal WhatsApp threads or email chains to find who agreed to what and when.

Client experience

Zigaflow account neededNo

Software to downloadNo

WhatsApp users worldwide2bn+

No extra steps for your client

Clients receive documents in their existing WhatsApp app with no account to create and no software to download. The lower the barrier on their side, the faster you get a response on yours.

3 mins

average time to first client reply when a quote is sent via WhatsApp

Faster approvals, shorter sales cycles

When clients can review and respond to quotes in WhatsApp, decisions happen faster. Fewer back-and-forth emails and phone calls means jobs land on your schedule sooner and cash flow stays predictable.

Sent via WhatsApp today

QT-1092 · QuoteApproved

INV-0893 · InvoiceRead

DN-0341 · Delivery noteSent

All modules · All plans

Works across every Zigaflow module

Send from quotes, invoices, jobs, purchase orders, works orders, delivery notes and eForms. WhatsApp is woven into every part of the platform - it is not a bolt-on feature limited to one document type.

What's Included

Everything the WhatsApp integration does

Each feature below is included at no extra cost - no add-ons, no developer work required to get started.

Send quotes and receive client approvalsTwo-way

Deliver invoices and payment remindersTwo-way

Share job updates and works order statusTwo-way

Send delivery notes and proof of deliveryOne-way

Full message history in the Zigaflow timelineReal-time

Connect your existing WhatsApp Business numberReal-time

Real-World Use

How businesses use WhatsApp

JB-0441 · Artwork approval

Proof v1 sent via WhatsAppViewed 10:02

Client: "Change collar colour"10:14

Proof v2 sent and approvedApproved

Logged to JB-0441 timeline

Promotional Merchandise

Approve artwork and confirm orders over WhatsApp

Send mock-ups and proof documents directly to buyers. They review and approve in WhatsApp - the confirmation logs to the job record automatically, keeping your production schedule moving without manual chasing.

JB-0440 · Site comms

Revised quote sent · 09:30Read

Site manager: "Confirmed"09:47

Response in Zigaflow timeline

Construction & Trade

Keep site teams and clients updated in real time

Send revised quotes, sign-off requests and delivery notes to site managers and clients. Responses land in the job timeline, giving your back office a clear picture without chasing anyone across multiple channels.

DN-0341 · Delivery sign-off

Delivery note sent · 08:15Sent

Client signed off · 09:02Signed

Attached to order record

Office Furniture

Confirm delivery times and collect sign-off

Send delivery notes ahead of install visits and collect sign-off through WhatsApp. Every confirmation is automatically attached to the relevant order, giving your team a complete delivery record without paperwork.

Common Questions

Frequently asked questions

Get started today

Ready to connect WhatsApp?

See the full integration in action - book a 30-minute demo and we'll show you exactly how WhatsApp works inside Zigaflow.

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