VendorFlow Documentation
Your complete nationwide guide to mastering Solar Project Management, Billing, and Team Operations.
Getting Started (Pan-India)
VendorFlow is built to serve solar vendors across all Indian states. Start by completing your Business Profile with your GSTIN and Company Logo. This information will be used to brand all your nationwide documents automatically.
Workspace & Staff Management
Manage your nationwide operations with our integrated staff module:
- Team Onboarding: Add your sales and installation teams to the workspace.
- Attendance Tracking: Monitor daily attendance logs and generate monthly reports.
- Task Assignment: Coming soon - assigning specific leads and projects to staff members.
Lead CRM & Public Portals
Scale your sales pipeline effortlessly:
- Custom Links: Use your unique vendor link to collect leads directly from your social media pages.
- Real-time Tracking: Manage leads through various stages from initial contact to project completion.
- Referral System: Link leads to specific staff members for commission tracking.
Professional Billing Suite
Automate your financial documentation:
- Smart Invoicing: Enter a GSTIN, and we fetch the business details for you.
- Full Suite: Generate Quotations, Proformas, Tax Invoices, and Payment Receipts in seconds.
- Branding: All PDFs are generated with your premium company branding and digital signatures.
Solar Compliance & Annexures
Never worry about government portal rejections again:
- Scheme Alignment: Fully updated for PM Surya Ghar Muft Bijli Yojana.
- Dynamic Formats: Automatically generates Annexure 1, 3, DCR, and Net Metering forms matching your specific State DISCOM requirements.
- Digital Vault: Keep all your generated project documents organized in a secure cloud vault.