Zigaflow can now generate an embeddable lead generation form for your website that posts submissions straight into your leads — just configure the fields, copy the snippet, and add it to your site

Post  Website Leads Directly into Zigaflow with a Built-In Lead Generation Form

Lock a quote, job/order, purchase order, or invoice in a status so only an admin user can move it out, and prevent team members from changing records they shouldn't.

Lock Quotes, Jobs/Orders, Invoices in a Status

Via the API, external systems can now update tracking details and PO custom fields when an order is dispatched. This is ideal for automatically notifying the end customer that their delivery is on its way.

External Systems Update Tracking Details via the API

When importing a spreadsheet onto a purchase order, flexi-import now matches existing items and updates their costs, rather than creating duplicates — with any unmatched items added to the bottom of the PO

Automatically update a PO with the supplier's prices from their spreadsheet

Emails for quotes, jobs/sales orders, invoices, etc., can now be scheduled to send at a chosen time, rather than only sending immediately.

Schedule Emails to Send at a Set  Date & Time

Prevent jobs/sales orders from being created from a quote if the customer's credit limit has been exceeded.

Block Job/'Sales Order Creation When a Customer's Credit Limit Is Exceeded

You can now set a limit, in days, for how far in the future purchase orders are included in the incoming POs total, so orders that aren't arriving soon are excluded.

Limit the Incoming POs Total to Purchase Orders Due Soon

New buttons let you move all attachments to Shareable or Internal at once, instead of moving them one at a time.

Move All Attachments Between Shareable and Internal in One Click

When adding an item from a customer's previous quote, job or sales order, you can now choose to apply your latest price instead of the original.

Use Latest Pricing When Adding Items from Previous Quotes and Jobs

More filters to speed up finding emails so they can be linked to a quote, job or sales order, invoice, etc.

Improved Email Filtering When Linking Emails to Quotes, Jobs and Other Records

eForms triggered by automations can now pull shareable attachments from a related quote and push shareable attachments to a related job/sales order. Filter by file type and file tags for precise control — ideal for automating customer document/artwork approvals.

eForm Attachments: Pull from Quotes, Push to Jobs/Sales Orders

Ideal for when a customer has not responded to notifications that their order can now be fulfilled.

Automation to de-allocate stock

Automation to split an order into fulfilled orders and backorders.

Create Backorders Automation

An automation to create a ticket when a Job/Sales Order moves to a specific status.

Automation to create a Ticket from a Job/Order

The download now includes all the custom fields from the source.

Custom fields added to Reports Export to Spreadsheet

Call other systems using their API using a lightweight webhook.

Webhook added to Quotation Automations

Update all the items on a quote to a specific tax rate - ideal for when you have to swap between different rates.

Update Sales Tax Codes Using an Automation

This makes it easier to handle large numbers of items/products in stock.

Filter Inventory/Stock Summary Screen by Item/Product Tag

Edit the unit cost and additional costs for an item in the tiered items grid.

Edit Costs on Tiered Quotes

Item Search for Tiered Quotes Added

We've made it quicker to send artwork from your supplier to your customer.

Create Artwork Approval from the PO Quicker

Group and summarize data by projects in all the relevant modules.

Reporting by Project

Trigger an automation when a supplier's invoice changes status.

Supplier Invoice Automations

Contact Earth Positive to get your API key, plug it into Zigaflow, and have prices and stock levels at your fingertips.

Earth Positive Prices & Stock Feed Added

Mention/Pop-up notification when a task is due.

Task Reminders

Reply to an existing thread to send the PO PDF

Reply with the Purchase Order PDF

Edit markup/margin or the unit price on a tiered quote table directly.

Editing in Tiered Quote Table

Tiered Price Quotes now allow direct editing of Markup/Margin and Unit Price fields on the price table after creation, without needing to return to the wizard.

19th May 2026

Three new automation actions let you trigger webhook/API calls to external systems, change customer status based on business rules, and manufacture only the remaining quantity needed when some kit stock is already allocated.

6th May 2026

Scanner-driven stock counting is now available, letting you scan items in a location and automatically tally counts with mismatch alerts. This release also adds quick email and quick item add to all modules, and allows inventory areas to be marked as not usable for storage.

8th April 2026

Adds instant buildable kit quantity calculation across Quotes, Jobs, Works Orders and Stock Overview. Also introduces inventory counting by area with discrepancy reporting, and a Reserved PO Items view on the PO edit and Stock Overview screens.

Supplier Invoices can now be filtered by created or exported date. Leads screens also show the linked quotation value alongside the expected value, and the Item Edit page has been enlarged with additional icon labels.

16th March 2026

Module icons can now be assigned custom colours via Cog > Branding > Module Theme Colors. Also adds Back/Next navigation to the Inventory Allocation pop-up and extends the Impression Europe price feed with additional services.

3rd March 2026

Unit prices can now be displayed alongside sale unit prices, letting you show a per-item price even when selling in bulk quantities such as boxes or cases.

25th February 2026

Ralawise product pricing and live stock availability are now accessible directly within Zigaflow, with one-click adding to quotes. Also adds a drag-and-drop Works Orders manager view and the ability to filter customers by status.

16th February 2026

New setting lets you prevent stock allocations from being copied from Jobs or Orders to Works Orders, simplifying inventory management for non-manufacturing workflows. Configure this in Settings - Inventory & Item Management - Works Orders.

8th January 2026

New page styles roll out with a cleaner, more focused design that limits colour use. A fix also resolves filter issues in Reporting - Item Analysis.

10th December 2025

Adds live product, availability, and price feeds for five Laltex Group suppliers: Laltex Promo, Fast Fit, Pencom, Bags HQ, and Source IT. Also fixes issues with non-shared Xero tax codes, multi-account logos, line item edit cancellation, and attachment grid refresh.

18th November 2025

Product, availability and price feed integrations added for Exertis, Keramikos and Bagco. Configure via the supplier's Settings page using an API key, then search and add products directly from supplier feeds within the quote builder.

12th November 2025

Quotes now support a quick-add line for faster item entry directly in the grid. Delivery notes also now show each item's allocation against the parent job or order, and a download button has been added to the email panel for quotation PDFs.

29th October 2025

Three updates including email variables now resolving for user custom fields (e.g. {UserQualifications}), {StaffNotes}, and {Notes}. The Add One-Off panel also remembers your More Fields visibility preference between sessions.

20th October 2025

Quotations now open in a split preview window, with the document preview on the left and the email ready to send on the right. Also fixes a bug where copying a kit on a quote lost the supplier, and resolves occasional errors when up-versioning quotes and jobs.

13th October 2025

Delivery notes now move automatically to Sent status when emailed. The batch expiration date field has also been added to the stock by location export.

9th October 2025

Inventory and stock allocation and de-allocation actions on jobs, orders, and works orders are now logged in the Internal Comments tab. Also fixes deletion of account addresses.

2nd October 2025

Purchase orders now automatically move to 'Part Rec' status when only some items are received. A fix also ensures delivery notes emailed via the system no longer have their status changed to 'Delivered' incorrectly.

30th September 2025

Customer and contact dropdowns now include a quick-add link when typing a name, streamlining record creation. This release also adds detail locations to the stock log Excel export and fixes issues with address deletion, task calendar search, user log date selection, and job/order creation from tickets.

25th September 2025

Adds FreeAgent integration for exporting sales and supplier invoices, plus job automation to change the assigned user on creation or status change. Also introduces restricted access to internal attachments by user role, and updates Sourcing Machine import format and ParcelForce tracking URL.

18th September 2025

Bulk action permissions can now be assigned to non-admin roles via Team Settings, limiting each user to relevant actions only. Purchase orders can also be set to auto-populate with a default supplier contact configured on the supplier edit screen.

5th September 2025

Adds a Timeline Depth Slider to control association levels shown, View Only Kits filtering, a new button to create leads from a quotation, improved Kanban panel moving via a three-dot menu, and PO automation to set required dates relative to job start or end dates.

28th August 2025

Cancelling an invoice in Zigaflow now automatically voids it in Xero, keeping both systems in sync without requiring Xero access. Works order automation now supports per-line creation and manufactured item filtering, matching the manual screen.

19th August 2025

Quotes, purchase orders, delivery notes and invoices with more than 100 items across five or more sections now load with all sections collapsed. Expand each section individually using its Load button to view and edit items.

4th August 2025

Users can now switch between named sets of column and field configurations on list, kanban, calendar, and items screens. Admins define the view sets; all users can then select whichever set suits their current task.

30th July 2025

Customers can now confirm or update their delivery address when accepting a quote or confirming a job via a shared link, with any changes applied automatically. Large jobs exceeding 100 items or four sections now load only the header by default, with individual or full section loading available on demand.

22nd July 2025

Filters can now be pinned to always show on the left side of the screen via the More Filters pop-up. Inventory imports that remove unlisted stock records now automatically generate a spreadsheet backup to allow rollback.

15th July 2025

Adds a Manufactured flag for kit items that use kit pricing. When enabled, the kit appears as a single line item on quotes, sales orders and other documents, with component lines shown only on Works Orders.

9th July 2025

Large jobs with more than four sections and 100-plus items now open with all sections collapsed by default, improving load speed. Tiered quotations also gain the ability to import sections or items from other quotations and change the supplier after adding them.

7th July 2025

Suppliers' Cost Summary on Quotations lets you view expected costs per supplier directly from a quotation. A new Apply Supplier button on jobs and orders speeds up supplier entry, with support for multi-select to target specific line items.

14th June 2025

Tiered quotations now support faster data entry via a dropdown to add core items and per-item and set-up costs. New PDF variables expose variant base codes, descriptions, options, and derivatives, and Shopify sync now supports web image updates.

19th June 2025

Works Orders can now be created directly from a Quotation, and Purchase Orders from Works Orders now support kits. This release also adds tiered quote cost support for price-based quotations, import improvements for linked quotations on leads, and clearer visuals for not-included and not-visible states.

10th June 2025

Works Orders can now be created directly from a Lead or Ticket. Automation actions gain price refresh on Quotes, Jobs/Orders and Works Orders, plus PDF attachment support on Send Email. Import now accepts a full name in place of an email address.

4th June 2025

Imports for jobs/orders, purchase orders, and invoices now support a Project Number field, making it easier to bring in project-based data from other systems. A fix also ensures the main supplier is correctly updated during Flexi-Import.

19th May 2025

Dimensions and weights on delivery notes and commercial invoices now display to three decimal places. Bulk project import via spreadsheet is available under Cog - Import Centre - Projects, and a fix has been applied to the job/sales order margin report spreadsheet export.

15th May 2025

Delivery notes now show one line per item regardless of quantity, with serial numbers editable inline. PDF variables for tiered quotations are simplified, with all item properties accessible via the TieredItemXXX variable format.

13th May 2025

Power Filters are now available across all list and pipeline screens, moved from the left-hand side into a new filter pop-up. Filters can be saved and quickly retrieved for reuse.

7th May 2025

Tiered Quotes now use the lowest quantity total as the net value in grid, kanban, and reporting, and auto-add associated items as per item charges. Mentions carry over from quotations to jobs and orders, with a purple icon indicating comments made within the current record.

29th April 2025

RFQ items such as delivery charges can now be added to a parent quotation via the item menu. Label printing gains four new variables for stock allocations: parent project number, project number with prefix, project description, and linked POs.

22nd April 2025

Adds a filter to identify items added to jobs/orders that were not on the source quotation, plus batch barcode scanning for delivery note serial numbers. Also enables the stock allocations bulk action button for all users with screen access, and allows screen recording videos to be submitted via Zigaflow chat.

23rd April 2025

Kits can now be pushed to purchase orders when creating a PO from a job or order. Also new: set a required date across all RFQs at creation, a search filter on the price list dropdown, and bulk update of initial user on invoices.

17th April 2025

Adds location filtering to the Stock Overview screen. Serial numbered items are now summarised on the Locations screen, serial numbers can be added to already-allocated items, and a scan option lets you verify a serial number against a delivery note.

15th April 2025

Adds mentions and comments to line items, letting you tag team members using the @ sign. The line item icon turns red when a comment or mention has been added.

9th April 2025

Quotations can now be appended to an existing email thread using the Reply button, rather than starting a new thread each time. This release also fixes the carousel PDF preview.

27th March 2025

Automation condition checks now use reporting currency, simplifying setup across multiple trading currencies. Also adds a detailed description field to Stock Overview, a supplier column to Item Link View, and fixes Purchase Order currency to update when the supplier is changed.

18th March 2025

Label Printing is now available in beta, allowing labels to be printed from three different screens including stock allocations and purchase orders.

12th March 2025

Reporting currency figures now align with Xero by using the same exchange rate applied during invoice export. Also adds actual hours and total non-labour costs below job charts, allows tags on unsaved contacts, and minimises action buttons to save screen space.

4th March 2025

Tiered and volume break cost-based pricing is now supported, allowing multi-volume quotations to be built from costs in addition to the existing price-based approach.

24th February 2025

Flexi-Import now reads cost breaks for variants directly from the spreadsheet and supports downloading product images for products. PDF Image Handling has also gained .webp support.

25th February 2025

Saveable filters have been added to the RFQs, Contracts, Customer Returns, eForms, and Works Orders modules. Filters can be saved and retrieved via the Search Config dropdown; legacy filters below the status bar have been removed.

27th February 2025

Adds an automation to create works orders automatically for tagged line items, suited to internally produced parts.

20th February 2025

Adds per-supplier cost pricing on items, including volume discounts, and a date threshold option for credit limit calculations to exclude historical uninvoiced jobs. Also fixes a zero-price bug when only a sale price was entered on items.

13th February 2025

Bulk actions are now available to all users, previously restricted to admins only. Dashboard filter issues have also been fixed.

11th February 2025

Adds a new Stock Allocations screen for viewing and moving allocated stock between locations, such as warehouse to production. Also fixes a hanging issue when adding a one-off item from the Items pull-out panel.

4th February 2025

Delivery notes can now include zero-quantity items to show full order status to customers. Also adds flexi-import for suppliers and supplier contacts, improved sibling PO/delivery note status automation, a deleted pre-builds recovery button, and a reorganised user profile page.

27th January 2025

Two new automation rules let you automatically advance a Job or Sales Order's status when all linked Purchase Orders have been received, or when all linked Works Orders reach the same status.

14th January 2025

eForms are now shown on the Supplier Edit screen for easier tracking. Custom fields can also be created during Flexi-Import, and fixes address Xero export missing job details on supplier invoices and Leads/Opportunities import failures.

10th January 2025

Adds advanced filtering for job and sales order items by purchase, receipt, delivery, allocation, and tag status, plus new gauges showing delivered items, forecast and actual profit, and invoiced percentage. Bulk emailing is now available on purchase orders, RFQs, invoices, and contracts.

8th January 2025

Adds bulk email to customers directly from leads, quotations and jobs/orders, and allows automated messages to be applied to existing records. Also introduces bulk import of item attachments and an updated item import that now includes one-off items.

18th December 2024

Quotations now feature an expanded one-off item panel that supports list price and cost entry, automatic population of currency, supplier discount and purchase account code from the supplier record, and a new calculator widget for reviewing and updating pricing on multi-currency line items.

10th December 2024

Mentioned users in automated messages now receive an email notification in addition to the pop-up alert. Completed works orders now prompt reallocation of manufactured kit items to a parent works order, job, sales order, or stock.

28th November 2024

Automated messages now trigger send-email notifications on mentions, rather than manual mentions only. Tax codes can also be applied in bulk to items on Delivery Notes and Commercial Invoices via the new Apply buttons.

26th November 2024

Bulk email sending via your own email address is now available for customer communications, alongside a new Multi-Company feature that lets you work, report, and switch across multiple businesses in a group.

21st November 2024

Purchase Orders now group items by supplier rather than by order, and use the supplier's currency when creating POs - preventing duplicate orders where items had differing currencies. Task Edit screens also gain a Screen Options control to hide unused fields.

28th October 2024

You can now select and move multiple line items at once across sections in quotations, jobs, sales orders, and works orders. Large quotations also load faster.

21st October 2024

Linked job and sales order numbers are now included in the description when exporting purchase orders and supplier invoices to Xero, making it easier to cross-reference records across both systems.

17th October 2024

Adds an 'Import Section' button to purchase orders, letting you pull in a section from another purchase order directly rather than recreating it manually.

15th October 2024

Tasks can now be created and tied directly to individual line items on jobs and sales orders. Also adds paste-from-clipboard image support on line items and fixes loading times, line item colouring, and hover flickering on item comments.

10th October 2024

Adds attachments to line items, letting you associate documents such as specs and drawings to specific items on quotes and orders. Also introduces mentions and comments on line items, item list entries, and inventory items to improve inter-team communication and issue tracking.

24th September 2024

Adds a Questions/Playbook feature to tickets, letting you guide users through a defined path with optional mandatory fields and stage-by-stage instructions. Configurable via questions on the pre-builds.

22nd August 2024

Authorize.net added as a payment option, enabling credit card payment collection directly within the platform.

13th August 2024

Purchase Orders now support a Stock Release flag, letting you instruct a supplier to release pre-purchased stock they are holding. Marked items appear on the PO PDF but their cost is excluded from the order total.

1st August 2024

Shopify Payments can now be allocated to different Xero bank accounts per payment type via Cog - Financial Settings - Payment Accounts. New customers also default to the country set in your account settings.

5th August 2024

Zigaflow is the B2B operations platform for small and mid-sized businesses. Manage quotes, jobs, purchase orders, invoices and more - all in one place.

What's new in
Zigaflow.

Post Website Leads Directly into Zigaflow with a Built-In Lead Generation Form

Lock Quotes, Jobs/Orders, Invoices in a Status

External Systems Update Tracking Details via the API

Automatically update a PO with the supplier's prices from their spreadsheet

Schedule Emails to Send at a Set Date & Time

Block Job/'Sales Order Creation When a Customer's Credit Limit Is Exceeded

Limit the Incoming POs Total to Purchase Orders Due Soon

Move All Attachments Between Shareable and Internal in One Click

Use Latest Pricing When Adding Items from Previous Quotes and Jobs

Improved Email Filtering When Linking Emails to Quotes, Jobs and Other Records

Never miss a
new release.

What's new inZigaflow.

Post Website Leads Directly into Zigaflow with a Built-In Lead Generation Form

Lock Quotes, Jobs/Orders, Invoices in a Status

External Systems Update Tracking Details via the API

Automatically update a PO with the supplier's prices from their spreadsheet

Schedule Emails to Send at a Set Date & Time

Block Job/'Sales Order Creation When a Customer's Credit Limit Is Exceeded

Limit the Incoming POs Total to Purchase Orders Due Soon

Move All Attachments Between Shareable and Internal in One Click

Use Latest Pricing When Adding Items from Previous Quotes and Jobs

Improved Email Filtering When Linking Emails to Quotes, Jobs and Other Records

Never miss anew release.

What's new in
Zigaflow.

Never miss a
new release.