PayFlo
Payflo automatically follows up with your clients, gets them to sign up, and collects their payments.
Last updated: 29 May 16:21
Payflo Project Profile | Quote-to-Payment Tool for BTP
Concise profile of Payflo for artisans, TPEs, and SMEs in the BTP sector, covering quote signing, reminders, payment, and pricing notes.
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Intro
Payflo is an all-in-one tool for construction businesses, designed to cover the flow from quote to payment. It is positioned for artisans, TPEs, and SMEs in the BTP sector. The homepage also notes a free plan with 2 quotes offered, and a pre-launch tariff is mentioned.
Key Features
Payflo lets users upload an existing PDF quote created with their usual software. The system then extracts the data automatically and sends the quote to the client for signing. It also handles automatic follow-ups by email and SMS, with up to 11 reminders per quote.
The product includes integrated payment, so users can move from signature to collection in one process. It connects with existing tools, which means users can keep creating quotes in their current software. The product page also mentions real-time tracking, a KPI dashboard, and a mobile PWA app.
Who this is for
Payflo is meant for artisans, TPEs, and SMEs in the BTP sector that want a simpler quote-to-payment workflow. It may suit teams that already use another quoting tool and want to add signing, reminders, and payment without changing their current process. The FAQ is also written for artisans who are asking basic setup and trust questions before getting started.
Frequently Asked Questions
How does Payflo work?
You upload your existing PDF quote, Payflo extracts the data, sends it for signing, and handles follow-ups until payment.
Who is Payflo for?
The product is aimed at artisans, TPEs, and SMEs in the BTP sector.
Is there a free plan?
Yes. The homepage mentions a free plan with 2 quotes offered, and a pre-launch tariff is also shown.
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Editorial Notice
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