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Templates

Use the powerful template options available in ProWorkflow to streamline task, project, quote and invoice creation

Templates

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. Create projects, quotes, and invoices in seconds with the click of a button.

Task Templates

Task templates allow you to free up your time by having a set of tasks ready to be assigned to any project.

With task templates you can Pre-assign staff, allocate time, attach files, allocate start and end dates, add task descriptions, create tasks and subtasks and sub-subtasks, and pre-determine priority.

Invoice Templates

Pre-determine line items, staff rates, task rates, and add invoice details such as the tax rate, headings, footers, and payment terms. Build powerful fixed product invoices in seconds.

Assign different logos to each template allowing you to bill on behalf of multiple companies operated by the same team.

Quote Templates

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.

Project Templates

In the Advanced Plan, like Task Templates, you can save time with Project Templates by creating project details ready to go.

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.

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