Templates

Customizable tasks, projects, invoices, and quotes – all ready in one click.

Never waste time re-typing your client’s specific needs for each project, invoice or quote – let ProWorkFlow handle that. Here’s how we do it:

Task Template

Our task templates give you a head start on projects with deliverables you’ve executed before. 

You can: 

  • Pre-assign staff
  • Allocate time
  • Attach files
  • Allocate start and end dates
  • Add task descriptions
  • Create tasks, subtasks and sub-subtasks
  • Pre-determine priority

Invoice Templates

Every detail matters when creating an invoice. Be assured with ProWorkFlow’s invoice templates that easily incorporate all the important information you need.

Pre-determine line items, staff rates, and task rates and add invoice details such as the tax rate, headings, footers and payment terms. Assign different logos to templates to bill on behalf of multiple companies operated by the same team.

Quote Templates

By housing a library of custom quotes for your offerings, you can quickly supply your client with the necessary information that will allow them to choose your company. For potential partnerships outside of your region, you can quote different prices for the same services.

Project Templates

Focus your team’s energy on the project at hand.

Your saved Project Templates will supply the project details, saving time and allowing your team to succeed.