Payflo is an AI-powered quote-to-cash platform for French construction SMEs (artisans, TPE, PME du BTP) that automatically follows up on PDF quotes, gets them signed electronically, and collects instant payments — no software change required.
What is Payflo?
Payflo takes PDF quotes exported from any existing quoting tool (ERP, Excel, or any software that exports PDF/DOCX/JPG/PNG) and outputs signed quotes with collected deposits. The platform runs as a web app with a mobile PWA for push notifications. It is developed by Payflo SAS, a French company compliant with RGPD and eIDAS standards. Users simply drag a PDF into the interface; AI extracts client name, email, and amount, then launches an automated follow-up sequence of up to 11 emails and SMS sent under the user's own business name.
Key Features
- Relance IA (AI follow-ups) — Sends up to 11 intelligent email and SMS reminders per quote, timed based on client behavior; the sequence is pre-configured and requires zero setup.
- Signature électronique (E-signature) — eIDAS-compliant signature in one click from the client’s mobile phone; no account or app download needed.
- Paiement instantané sans plafond (Instant payment) — After signature, the client receives a secure link to pay a deposit by instant bank transfer (virement instantané) without entering a card or IBAN; funds arrive in minutes.
- Tracking temps réel (Real-time tracking) — Notifies the user when a client opens the quote, how long they view it, and sends push notifications for each interaction.
- Dashboard KPI — Live dashboard showing CA récupéré (recovered revenue), conversion rate, average ticket, and historical trends; includes projection of potential future CA based on quotes in follow-up.
- App mobile PWA — Receives push notifications (with sound) each time a quote is signed or payment received; works from a browser on any smartphone.
Who is it for?
- Artisans (craftspeople) in the construction sector — Electricians, plumbers, painters, and other trades who send 10–40 quotes per month and want to convert more without extra prospecting.
- TPE (very small businesses) and PME (small-to-medium enterprises) in BTP — Companies managing multiple concurrent bids; the tool handles follow-up while they work on site.
- Any French business that sends PDF quotes and accepts instant bank transfers — No integration required; works with all existing software as long as a PDF can be exported.
What can you do with Payflo?
- Recover lost quotes automatically — Upload a PDF; Payflo sends up to 11 reminders (email + SMS) over time, converting clients who would never have been followed up otherwise.
- Get paid within minutes instead of weeks — After e-signature, the client pays the deposit instantly via a secure link; average time from signature to cash is under 5 minutes.
- Monitor performance from your phone — View real-time notifications when a quote is opened, signed, or paid; track monthly CA recovered directly on the dashboard.
How does Payflo work?
- Import a PDF quote — Drag a PDF, DOCX, JPG, or PNG (max 25 MB) into the Payflo interface (or upload manually). AI extracts reference, client name, email, and amount.
- Automated follow-up begins — Within two days, the first reminder is sent under your business name. Up to 11 email/SMS messages follow automatically.
- Client signs and pays — The client clicks a link, signs electronically in one click, then pays the deposit via instant bank transfer. You receive a push notification and funds arrive in minutes.
