myflow

Payments, Time tracking, Quotes & Agreements

Sales & invoicing

How to enable or disable signing on your quote or agreement when you have created one.

Enable or disable signing on your quote or agreement

Once you have created a quote or an agreement you can enable messages to chat with the recipient. Here’s how.

Enable messages on your quote or agreement

How to enable a workflow on a quote or an agreement once you have created one.

Enable a workflow in quotes or agreements

How to create a workflow with your quotes and agreements.

Create a workflow in quotes or agreements

How to choose which signing method you want to use for your quote or agreement.

Choosing your signing method for a quote or an agreement

How to add a recipient to your quote or agreement once you have created one.

Add recipient to a quote or agreement

Learn how to create, manage, and organize quotes and agreements in myflow. Start from scratch or use a template, track signing status, and view statistics.

How to create and manage quotes and agreements in myflow

Learn how to build and edit a quote or agreement in myflow. Add content with the Page builder, check signing status, set up workflows, and manage recipients.

How to build and edit a quote or agreement in myflow

From quote to contract - everything you need to send, track, and manage agreements with clients

Quotes & agreements

Time Tracking lets you log billable hours, connect them to a customer and product, and turn them into an invoice — all without leaving myflow.

How to log time and create an invoice in myflow

Make every minute count. Learn how to track, manage, and report your time - whether for personal insights or client billing

Time Tracking

Learn how to create a payment method in myflow to sell your digital products, courses, coaching sessions, and communities. Set up pricing, payment options, and advanced settings like discounts and…

How to create a payment method in myflow

Learn how to view, track, and manage orders in myflow. See order details, update payment statuses, cancel orders with credit invoices, and filter your order list.

How to manage your orders in myflow

Learn how to create reusable products in myflow for digital items or services that aren't built inside the platform. Add them to any payment method just like myflow-created products.

How to create a reusable product in myflow

Learn how to configure your payment and invoice settings in myflow. Add your company details, bank information, invoice numbering, payment terms, default currency, and VAT — all of which appear…

How to set up your payment settings in myflow

Everything you need to sell digital products in myflow

Payments

Create a custom design with text, images, and links

myflow tech

myflow app

Find answers and get help from Intercom Support and Community Experts

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