WorkflowMax Specialist Template Collection
Seven smart templates for the jobs ordinary document packs do not cover.
Expand your WorkflowMax document library with a purpose-built collection covering staged claims, detailed time billing, premium proposals, trade quoting, friendly service quoting, customer statements and tiered packages. Each design has its own theme and practical feature set, giving you the right document for different clients, industries and selling situations.
KEY FEATURES
· Seven editable WorkflowMax-ready DOCX templates
· Distinct designs for specialist billing and sales scenarios
· Live merge fields plus editable static wording
· A versatile add-on to any matching quote, invoice and PO set
Purchase the templates
Receive the editable Microsoft Word .docx templates as an immediate download.
Add your own logo, colours and business information, and tailor the standard wording to suit your services. The templates already contain the WorkflowMax merge fields needed to populate client, quote, task, cost, option and pricing information.
Some confidence working with Word templates is recommended. WorkflowMax merge fields and repeating table fields should be retained when editing.
Request full customisation - Request a Quote
Prefer us to do it for you?
Our full customisation service includes reviewing your current quote process, applying your branding, tailoring the wording and structure, configuring the required WorkflowMax merge fields, testing the finished PDF output and supplying the completed template ready to upload and use.
A strong choice when your quote needs to feel credible, established and easy to approve.