About the Quotes Plugin
We designed the Quotes plugin to make it really easy to create Quotes using ProWorkflow. You can create Quotes based on your estimated time per task or staff member, or using simple line items.
Once you’ve created your Quotes you can send them direct to your clients from ProWorkflow via email with the address and date recorded for you. If you prefer to send them through your own email address then you can export your Quote to XML, PDF or CSV and simply attach it to an email.
With the Quotes plugin you can...
- Create Quotes based on hourly rates or standard line items
- Add regular charges to your “Fixed Cost Items” library and use them in any Quote
- Send your Quotes to your client as an HTML email with the sent date recorded in ProWorkflow
- Setup invoice templates for different companies
- Manage negative line items, margins and discounts
- Export your Quotes to XML, CSV or PDF for archiving or analysis
- Produce reports. An excellent format for sending statements to clients