Project creation with speed & accuracy
- Use the powerful template options available in ProWorkflow to streamline task, project, quote and invoice creation.
- Our templates are modular so you can import them as many times as you like into a single project, quote or invoice.
- Mix and match the services you offer clients at the click of a button and watch projects quotes and invoices be created in seconds to best suit you.
- You can select settings every time or template them and apply with a simple click.
- Pre-assign staff, allocate time, attach files.
- Allocate start and end dates.
- Add task descriptions.
- Create tasks - subtasks & sub subtasks.
- Pre-determine priority.
- Pre-determine line items, staff rates or task rates.
- Build powerful fixed product invoices in seconds.
- Add headings, create footers.
- Designate payment terms and tax rates.
- Assign different logos to each template allowing you to bill on behalf of multiple companies operated by the same team.
- Customize the hierarchy and availability of the different sections within a Project.
- Simply select your preferred template for the job, team working it or customer preference.
- Reorder project information and see what's most important to you first.
- Use Quote templates to build your very own custom library of products and services relevant to your current offerings
- Quote different prices for different regions for the same services.
- Add extensive descriptions, change tax rates and save them.