Create your own unique Workflowmax Custom templates
We create beautiful Workflowmax Custom Templates specifically to suit your business needs. Choose your custom layout design and corporate colours.
We also create Xero Customised Templates and receive many referrals from Jet Convert – A Xero Conversion Partner.
- Quotes / Estimates
- Job Briefs
- Purchase Orders
- Add a beautiful Cover Page and help your business stand out
- Include your special Terms and Conditions
- Relevant merge fields
- Text alignment
- Text formatting
- Text colour
- Custom Headers and Footers
- ‘Payment Advice’ should your customers still pay by cheque
- Hard coded text
Workflowmax Custom Template Process:
Step 1: Design Brief supplied by you – A document layout you like including handwritten changes. You are emailed a Quote.
Step 2: Upon acceptance of the quote, you are invoiced and pay upfront
Step 3: We create your template according to your ‘Design Brief’
Step 4: We test your template
Step 5: You are sent a PDF copy of the template merged with test data + your docx template for you to upload and test in WorkflowMax
Step 6: You review the document/s thoroughly and email any changes (2 rounds of changes are included in the standard quote)
Step 7: You are sent another PDF copy of the template merged with test data + your docx template for you to upload and test in WorkflowMax
Assistance Uploading your Template:
This service is available and will be quoted upon request.
A fee will be charged for any additional design or layout amendments.
Let us know how we can help you streamline your business operations and reduce administration.