Documentation

SalesFlow documentation

Guides, tutorials and references to help you get the most out of SalesFlow.

Getting started

Create a workspace, invite teammates, and configure basics.

Clients & opportunities

Manage records, customize pipelines, forecast revenue.

Quotations

Create quotes, export PDFs, send by email, use templates.

AI Copilot

Use the contextual assistant, email summaries and drafts.

Gmail integration

Connect your account, match emails, troubleshoot.

Google Ads

Sync campaigns, configure alerts, read AI insights.

Automation

Create rules, review history, troubleshoot triggers.

Changelog

Version history, new features, migration notes.

In-depth articles are on the way. In the meantime, reach out with any questions.