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.

How DealFlows
Works

DIRECT ANSWER:DealFlows is a Quotation-to-Payment operating system for Indian SMEs. It takes your business from manual PDF quotes to an automated digital pipeline in 6 steps, integrating 0% commission UPI payments and WhatsApp automation natively.

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.

90% Faster Creation

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.

+20% Higher Conversions

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.

100% Tax Compliance

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.

₹0 Transaction Fees

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.

40% Faster Collection

Visual Delivery Tracking

Track every service date and payment deadline on your unified Business Calendar. Audit-ready GSTR-1 reports are generated automatically for your CA's easy filing.

Zero Missed Deadlines

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	Bank Transfer / Cash	0% Commission UPI
Follow-up	Manual Phone Calls	WhatsApp Nudges

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How DealFlows Works