WorkflowMax provides three types of templates to speed up and simplify your work:
- custom print templates Custom print templates are Microsoft Word .docx documents that contain a combination of text, tables, images and merge fields. A custom template can be developed from scratch (starting with an empty document) or based on a suitable sample template that already contains relevant information. for creating your own uniquely formatted invoices, quotes, purchase orders, job briefs, statements and tax letters
- job templatesA job template can contain a pre-defined set of tasks, to-do items, milestones and disbursements. By providing a standardised job structure, job templates can save you time when you need to set up jobs of a similar type that occur on a regular basis. for creating new jobs that contain predefined tasks, costs and other elements
- lead templatesA Lead template allows you to identify pre-defined activities that need to be carried out as you progress each lead. Each lead template can specify the activities for a lead relating to a specific type of work. Using pre-defined activities results in each prospect moving through a consistent sales process – leaving nothing to chance. for creating new leads that contain predefined activities.