Create your own unique Workflowmax Custom templates

Workflowmax Certified Advisor

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.

Workflowmax Templates:

  • Invoices
  • Quotes / Estimates
  • Job Briefs
  • Purchase Orders
  • Statements

Special Layouts:

  • Add a beautiful Cover Page and help your business stand out
  • Include your special  Terms and Conditions

Template Inclusions:

  • Relevant merge fields
  • Text alignment
  • Text formatting
  • Text colour
  • Custom Headers and Footers
  • ‘Payment Advice’ should your customers still pay by cheque
  • Watermarks
  • Tables
  • Graphics
  • 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.

Additional Amendments:

A fee will be charged for any additional design or layout amendments.

Contact Us:

Let us know how we can help you streamline your business operations and reduce administration.

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