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Fulflo has two sides that work together. If you make and fulfill custom goods — a print shop, embroidery house, laser studio — you're a Vendor / Creator: you manage jobs, quotes, invoices, and get paid.

If you order custom goods and resell them to your own clients — an agency, promo-products company, reseller — you use the Company / Business portal: request quotes from vendors, track orders, pay invoices, and run your own client quotes and invoices on top.

You don't type orders into Fulflo — you forward them. When a PO lands in your email, forward it to your Fulflo inbox address and Fulflo reads the PDF, pulls out the customer, line items, and totals, and creates a job for you automatically.

Any attachments on the email — art files, mockups, proofs — come along with the job so everything's in one place. Forwarded POs skip "Draft" and land as a live job ready to work.

Go to Settings → Team and invite teammates by email. They get their own login and work from the same jobs, quotes, and messages you do.

If your company uses a custom email domain, you can turn on domain auto-join so anyone signing up with an address at your domain joins your team automatically. Auto-join is only available for company domains — personal domains like gmail.com or outlook.com can't auto-join, since anyone could use them.

Moving from a spreadsheet or another tool? Use the import button (the small upload icon next to any "+ New" button) on the Customers, Invoices, Products, or Jobs lists — and on the company side, Clients, client quotes, and client invoices too.

The wizard walks you through Upload → Map columns → Fix any issues → Import. Rows that can't be imported are set aside so you can download, fix, and re-import just those.

Every job moves through a simple set of stages: New → In Progress → Complete → Awaiting Payment → Paid.

Change a job's status right from the jobs list using the status pill, or open a job to advance it. A job jumps to Awaiting Payment automatically when you send its invoice, and to Paid once that invoice is paid.

You don't have to open a job to move it along. Each row on the jobs list has a status pill and a priority pill — tap either one and pick a new value. It saves instantly. Purchase orders arrive without a priority; set Low, Medium, High, or Urgent so your team knows what to run first.

A purchase order is your customer's order, so Fulflo locks the line items and totals to keep it accurate — you can't change what they asked for. You can still do everything else: change status and priority, add files and proofs, and create the invoice.

Quotes are different. Since you build and negotiate a quote, those stay fully editable.

Open a job and use Add File under Attachments to upload art, mockups, or proofs (PDFs preview inline, images show right in the panel). Files that came in on the original PO email are already attached for you.

If the customer approved the order with an artwork proof, you'll also see an Artwork Presentation block and the customer's artwork files, ready to download.

You don't have to retype anything. Almost every list in Fulflo has an importer, and the same four-step wizard runs each one: Upload → Map columns → Fix any issues → Import.

Find it as the small upload icon next to the “+ New” button at the top of a list page. If you're on a record's slide-out panel you won't see it — go back to the list first.

A sensible order when you're migrating everything, because later imports link to earlier ones:

1. Customers  →  2. Products  →  3. Quotes and Jobs  →  4. Invoices  →  5. Expenses

The importer reads .csv, .tsv and .txt. It does not read .xlsx or .xls directly, so convert first — it takes a few seconds and nothing is lost:

Excel — File → Save As → choose CSV UTF-8 (Comma delimited).
Numbers — File → Export To → CSV.
Google Sheets — File → Download → Comma-separated values.

Only the sheet you're looking at gets exported. If your workbook has customers on one tab and invoices on another, export each tab separately and import them one at a time.

If you're a vendor or shop: Customers, Products, Quotes, Jobs, Invoices, Expenses and Leads.

If you're a company using the portal: Clients, Client quotes, Client invoices and Vendor contacts.

Importing vendor contacts only builds your own address book — nobody is contacted. Inviting vendors is a separate, deliberate action.

Hit Download template in the wizard and you'll get a CSV with the exact column headings for that record type. Fill it in, or paste your own export over it.

Only a few fields are ever compulsory:

Customers, Products, Clients, Leads, Vendor contacts — a name column.
Client quotes and client invoices — a title column.
Quotes, Jobs, Invoices, Expenses — nothing is strictly required, though a customer name or email is what links each row to the right customer.

Your column headings don't have to match ours. The wizard reads your header row and pairs it up for you on the Map columns step; anything it guesses wrong you can repoint from a dropdown, and anything you don't need you can leave unmapped.

2,000 rows per file. Larger histories are fine — split the CSV and run it a few times; each import picks up where the last one left off.

Invoice numbering carries on from your highest existing invoice number rather than restarting, so an imported back-catalogue won't collide with the invoices you raise afterwards.

If your plan has a cap on customers, jobs or invoices, the import fills up to that cap and tells you how many rows are waiting. Upgrade and re-run the same file — already-imported rows aren't duplicated.

Nothing is silently dropped. The Fix any issues step lists every row that couldn't go in and why — a missing name, an unreadable date, an amount with stray characters. Correct them there, or download just the failed rows, fix them in your spreadsheet, and re-import that smaller file.

When a row matches something you already have, the wizard asks rather than guessing: merge into the existing record, or import as new. Matching is on email first, then name.

Most tools have an export in Settings, Reports, or a “…” menu on the list itself — look for Export, Download CSV or Back up. Export one record type at a time so each file has a single header row.

If your old platform only offers PDF or a printed report, send it to support@myfulflo.com and we'll tell you whether it's convertible.

Two things worth checking in the export before you upload: dates in a consistent format, and amounts as plain numbers without currency symbols or thousands separators.

Build a quote with line items and pricing, then send it. The customer gets a link to a branded approval page where they can review and approve online — approving turns it into a PO and job automatically, with the full sent → approved → PO received lifecycle tracked for you.

You can also send a one-off manual quote to someone who isn't a saved customer — they still get the tokenized public approval page.

On the Quotes tab, keep the From Vendors toggle selected and hit + Request Quote. You can request from any vendor — even one who isn't on Fulflo yet; they'll be invited. Status chips (Awaiting Response, Received, Approved, Declined, Converted) let you filter at a glance.

On the company side, the Quotes page has two views. From Vendors shows quotes you've requested from the shops you buy from. To Clients shows quotes you've sent to your own clients.

Both look and filter the same way. On the To Clients view, use + New Client Quote to create and send a quote to a client without leaving the page — pick the client from the dropdown in the form.

Open the quote and choose Delete (next to Archive). Archive hides it from your list; Delete removes it permanently. Deleting a request never affects a job a vendor already created from it — that stays intact.

Open a job and hit Create Invoice — the customer, line items, and total carry over automatically. You can also build one from scratch.

Send it as a hosted payment page (the customer pays by card) or as a branded PDF, whichever suits the customer. Emails go out from your business name with your logo and colors.

If a customer pays by card through Fulflo, the invoice is marked paid on its own — nothing for you to do.

Paid another way? Open the invoice, choose Mark as paid, and pick the method — cash, check, ACH, Venmo, and more. That keeps your records straight.

On the Studio company plan, you can invoice your own clients and collect card payments. Open a client, create an invoice, and choose Send invoice & collect payment — the client gets a secure link and pays by card straight to your connected Stripe account. You can also copy the pay link or mark it paid manually.

Set up recurring charges for customers on retainer or subscription. Create a recurring plan, and Fulflo bills their card on your connected Stripe account on schedule — pause, resume, or cancel any time. Fulflo takes no cut of recurring charges. Your customers can see and manage their subscriptions from their portal.

The Artwork Builder (Studio company plan) lets you design branded proof sheets and proposals once, save them as your company template, and reuse them for every quote and PO. It's how you send polished, on-brand artwork proofs to your clients and to your vendors.

A template defines the layout — where images go and what text appears. You fill in the actual images when you build each quote or PO.

Start from a preset (Classic Proposal, Visual Showcase, Cover First, Minimal) for a clean stacked layout — header, intro, image slots, line items, terms, notes — that you reorder by dragging and toggle on or off.

Or start from a Blank canvas for a freeform proof sheet: drag, resize, and layer elements exactly where you want them, like the vector proofs vendors send.

There are two kinds of images. Fixed (baked-in) art — your brand header, footer, or logo lockup — is uploaded right in the builder and always appears. Image slots stay empty in the template; you upload the product mockup or customer artwork into them when you build each quote or PO.

In the canvas editor, select an image element and choose "Upload fixed image" to bake it in, or leave it as a slot. You can switch between the two any time.

On the Artwork Builder page, each saved template has a Client and a Vendor artwork tag. Tap one to set which presentation that template powers — use one template for both, or a different one for each. Client-assigned templates render on your client's approval page; vendor-assigned templates render on the PO artwork you send a vendor.

Add text, image slots, a logo, boxes, and lines. Drag to move (elements snap to center and edges with guide lines), drag the corner handle to resize, and use the layers panel with Bring forward / Send back. Arrow keys nudge the selected element (Shift = 10px); Delete removes it; Duplicate clones it.

Boxes have square corners by default with an adjustable corner radius. Every color field accepts a typed hex code, so you can paste your exact brand colors.

Canvas proofs export to a print-ready PDF. When you build a client quote, toggle Attach proof sheet as a PDF and the PDF is attached to the client's email automatically. You (and the vendor, on a PO) can also download the proof on demand from the quote or job.

On the Studio company plan, My Clients is your outbound CRM. Add a client with their contact details and an optional logo — the logo then shows next to their name across lists, detail views, and messages. (Vendors adding a customer can add a logo the same way.)

Open a client and use + New Quote or + New Invoice. Client quotes appear both inside the client and on the Quotes page under To Clients. Turn on "Send as artwork proof" to attach a designed proof sheet from your Artwork Builder template.

Each client shows a relationship score blended from their quote approval rate, how fast they approve, and their invoice-paid rate — plus an outstanding-balance view — so you can see at a glance who your strongest clients are.

The Reports tab shows the numbers that matter for your side of the business, with full date controls — This/Last Month, Quarter, This/Last Year, All Time, or a custom range — and a cash vs. accrual basis toggle.

Vendors see income by customer and product, Profit & Loss, expenses by category, sales tax, and A/R aging. Companies see spend with vendors, revenue billed to clients, margins, top vendors and clients, a quote funnel, aging, and a spend-vs-revenue trend.

Company / Business side: the Free plan includes basic reports — headline totals, spend-vs-revenue trend, top vendors, A/P aging (what you owe vendors), and your quote funnel. Business Studio unlocks the advanced set: Profit & Loss, Cash Flow, A/R aging, spend-by-vendor and revenue-by-client tables, quote pipeline, aging detail (line-per-invoice), deeper metrics, and full export.

Vendor / Creator side: reports start on Pro (income by customer and product, plus A/R aging). Studio adds Profit & Loss, expenses by category, sales tax, Cash Flow, and A/R aging detail.

A/R aging shows what's owed to you (customers or clients), bucketed Current / 1–30 / 31–60 / 60+ days. A/P aging shows what you owe your vendors, the same way. The aging detail report lists every unpaid invoice line by line, oldest first.

Cash Flow charts money in vs. money out each month over the last six months, with a net figure — so you can see whether you're net positive.

Use the Export button on the Reports page (both sides) to download your figures as CSV for a spreadsheet or a formatted PDF. Individual tables also have their own CSV button. Exports respect the date range you've selected and include the reports available on your plan.

Go to Settings → Payments and connect your own Stripe account. Card payments go straight to you — Fulflo never holds your money or sits between you and your payout. New to Stripe? The connect flow can set up a fresh account for you.

After you finish a Stripe checkout and return to Fulflo, Fulflo now keeps you inside the app if you press the browser Back button, instead of bouncing to Stripe's expired "you're all done here" page. If you ever see that page, just close it and reopen Fulflo — your payment still went through.

On Pro and Studio, turn products into a shareable online store. Add photos, options, and pricing, then share the link — customers buy directly with a card, paid straight to your Stripe. There's also a Market Mode POS in the mobile app for selling in person at events.

When a customer came in through a forwarded PO, they don't have a Fulflo login — and that's fine. Open the thread and Fulflo shows the email it'll send to. Type your message and Fulflo emails it on your behalf, from your business name. Replies land right back in the same thread.

Use the Messages tab to talk to a vendor about any project — ask questions, share notes, and see replies in one thread tied to that order.

Starter ($39/mo) — jobs, quotes, invoices, customer CRM, PO import, and the mobile app.

Pro ($79/mo) — adds the online storefront and product catalog, margin tracking, portal messaging, and basic reports (income by customer & product, A/R aging).

Studio ($149/mo) — adds vendor scoring, My Clients outbound sales, and advanced reports (Profit & Loss, expenses, sales tax, cash flow, A/R aging detail), and removes Fulflo branding. Annual billing is available on every paid tier.

The company/business portal starts Free: connect with vendors, request & approve quotes, approve artwork proofs, create and send POs, pay invoices online, track orders, and see basic reports (spend, A/P aging, and trend).

Business Studio ($149/mo, unlimited seats) adds the My Clients CRM, the Artwork Builder, e-sign client approvals, collecting client payments, advanced reports (Profit & Loss, cash flow, A/R aging, and detail), and removes "Powered by Fulflo."

Open Settings → Billing to compare plans and change yours. Upgrades take effect immediately. A downgrade schedules at your next renewal so you keep what you paid for until then. A cancellation keeps your access through the end of the current billing cycle, and you can reactivate before it lapses.

If your subscription has been cancelled and your account is in read-only state, you can permanently delete it from Settings → Billing. You'll be asked to type DELETE to confirm. This removes your Stripe customer record and your Fulflo data and cannot be undone.

On the Studio plan (either side), the "Powered by Fulflo" line is removed from the emails you send and from your app, so everything your customers see is your brand.

When a vendor sends a quote, open it and choose Approve to turn it into a PO. During approval you can upload artwork files and a PO number — and if you've assigned a Vendor artwork template in the Artwork Builder, drop your images into its slots so the vendor receives a laid-out proof sheet (and a PDF by email).

Open the invoice from the email link or your Invoices tab and pay securely by card. Once it clears, it's marked paid automatically and your vendor is notified — no back-and-forth needed.

The Orders tab shows every project and its current stage. If you order from several shops, they all appear under Vendors, with your quotes, orders, and invoices organized by vendor.

When a quote is sent to you as an artwork proof, the approval page shows the full proof sheet and a Download proof sheet (PDF) button, so you can save or forward it for sign-off.

Quotes and invoices send reliably, but a brand-new sending domain can land in spam at first. Ask your customer to check their Spam/Junk folder, mark the message "Not Spam," and add notifications@myfulflo.com to their contacts — future emails will then reach the inbox.

Your send confirmations include a reminder to check spam during this warm-up period.