Multi-phase quotes recreated in Word or Excel
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Phased quotes, milestone deposits and project brief in the client portal.

3
typical quote phases
40%
deposit on order
18
months max project
Design, plans, site follow-up — a fit-out project spans months with multiple deposits. ClientFlow structures quotes, contract and payments by phase.
Multi-phase quotes recreated in Word or Excel
Milestone deposits hard to track
Brief and plans exchanged by email without centralisation
Phased quotes (concept, design, execution), framework contract, brief portal and Stripe deposits triggered at each approved milestone.
Concept, permits, site follow-up — modular lines.
30% on order, 40% on plan approval, balance on handover.
Plans, moodboards and messaging centralised.
01
Area, budget, style and scope defined.
02
Deposit 1 collected, plans shared via portal.
03
Milestones approved, interim deposits invoiced.
04
Final balance, complete file archived.
“Milestone deposits were an Excel nightmare. ClientFlow links each payment to an approved phase in the portal.”
14-day Pro trial — no credit card. Trade templates included.