Templates
WorkflowMax provides three types of templates to speed up and simplify your work:
- custom print templatesCustom 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
- jobA job is the overall project that you or your organisation works on for a client. templates for creating new jobs that contain predefined tasks, costs and other elements
- leadA lead is a possible sale opportunity for a prospective client (a prospect) or an existing client. templates for creating new leads that contain predefined activities.
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