What is WorkflowMax?
Categories & Use Cases
Media
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Screenshot of WorkflowMax Quoting Software
Top Performing Features
Quotes/estimates
Ability to create, manage and send project fee proposals to customers
Category average: 8.6
Project & financial reporting
Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance
Category average: 8.5
Timesheet Tracking
Timesheet tracking is the ability to track all billable and non-billable hours for each project.
Category average: 8.4
Areas for Improvement
Integration with accounting software
Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting
Category average: 8.4
Change request and Case Management
Change request and change management enables tracking of all customer requests including priority and timeframe.
Category average: 8.9
Support for Agile Methodology
Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.
Category average: 8.1

