📈 New report: 2026 State of Job Profitability for service firms.Download free ->

Features
Industries
Integrations
Pricing
Resources
Sign In
Start Free TrialBook A Demo

FEATURES

View All Features ->
Estimating and quoting
Send professional, customisable quotes, estimates & budgets in minutes
Xero and QuickBooks integration
Power up with the Xero or QuickBooks integration saving you time and eliminating double-handling
Customisation
Personalise quotes, invoices, reports and more so you can run your business your way
Time tracking
Capture every minute of every day and never miss a second of chargeable time again
Document management
Access all your important project information quickly with centralised document management
Reporting and dashboard
Stop losing money and make better business decisions based on real-time data and reports
Invoicing
Create beautiful, customised invoices quickly and get paid faster
Lead manager
Track every step of your leads, proposals and sales pipeline from one place
Job management
Never miss a deadline again - manage all jobs, tasks, and people from one place

INDUSTRIES

Architects
Manage, track and report on multiple, complex projects from anytime, anywhere
Engineers and designers
Customisable software that helps you manage, track and report on multiple, complex projects
Building and construction
Construction is tough work. Let us do the heavy lifting so you can work faster and smarter
Business consultants
Streamline your core business functions, free up time to focus on billable hours and big-picture thinking.
Creative agencies
Time is money when you run an agency. Simplify the way you work and do more of what you love

INTEGRATIONS

View All Integrations ->

Xero

Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.

Airwallex

Connect Airwallex with WorkflowMAX to collect customer payments easily by credit card, speeding up cash flow and simplifying reconciliation.

Suitefiles

Integrate SuiteFiles with WorkflowMAX to seamlessly manage and share documents via SharePoint, keeping client files secure and accessible.

QuickBooks

Integrate QuickBooks with WorkflowMAX to simplify your financial processes. Key data flows between platforms, reducing manual work and helping you stay on top of your business performance.

Google Drive

Integrate Google Drive is a safe and secure file storage platform that allows you to store all your files in one place.

Box

Upload documents to WorkflowMAX and they automatically push into Box. Great for collaboration and storage.

Hubspot

Streamline operations & boost growth with WorkflowMAX & HubSpot integration. Sync data, automate workflows, get insights for informed decisions.

Dropbox

Integrate WorkflowMAX with Dropbox, you can quickly and simply share files with clients. Store and share your files from any device, wherever you are in the world.

EzzyBills

EzzyBills allows you to automatically import data from invoices and receipts and connect it directly to your jobs in WorkflowMAX.

Resources

Visit the blog
Keep up-to-date on the latest news, product updates, and announcements
Watch a webinar
Register for our live or on demand webinars on migration, education, and training
Implementation options - coming soon
View the range of ways to get WorkflowMAX setup, DIY, guided and bespoke options available
Find a partner
Search the directory for a certified implementation partner in your area
WorkflowMAX academy
Bolster your knowledge and use of WorkflowMAX with free online training courses
Visit the help centre
Learn how to configure and use WorkflowMAX and search a wide range of help topics
Contact sales
Got a question? Reach out to us
Contact support
Raise a ticket with our support team for help or technical product information
FAQs
Read over our frequently asked questions to get answers quickly
Book A Demo
Features
Industries
Integrations
Pricing
Resources
Start Free Trial

Get faster quote turnaround and approval cycles

eQuote Acceptance

eQuote lets your customers accept or decline a quote online – with optional items, comments, and a clear record of what was agreed.

Start 14-Day Free Trial  -->
See how it works -->

What is eQuote?

eQuote is WorkflowMAX’s built-in electronic quote acceptance experience.Instead of sending a PDF and chasing signatures in a separate tool, you can send a quote your customer can review and respond to online.

features-icon

Accept or decline online (with an audit-friendly response trail)

features-icon

Customers can add comments at the point of decision

features-icon

Support for optional items so customers can choose what’s included

features-icon

Everything in one place - quote, documents, and response history

Lead manager
listing-divider

Why teams use eQuote

‍Quotes are often the bottleneck between winning work and starting delivery. eQuote helps you reduce friction for customers and shorten the time to approval.

Key benefits:

features-icon

Remove acceptance friction

Make it easy for customers to say “yes” without printing, scanning, or learning a new platform.

features-icon

Keep scope clear

Optional items help customers choose exactly what they want (and reduce back-and-forth).

features-icon

Reduce admin and double-handling

Avoid downloading PDFs, emailing versions around, and managing acceptance in a separate system.

features-icon

Create a cleaner handover from sales to delivery

A clear acceptance outcome helps your team move into scheduling, resourcing, and delivery with confidence.

Lead manager
listing-divider

How eQuote works

1

Create your quote in WorkflowMAX

2

Send eQuote to your customer

3

Customer reviews and responds online

4

Accepted quotes land in your queue

5

Convert to job and start work

Lead manager
listing-divider

Built for project-based businesses

‍eQuote is designed for teams that send quotes regularly and need approvals to be simple and fast.

It’s especially useful for:

features-icon

Construction and trade businesses managing changeable scopes and optional items

features-icon

Professional services sending proposals with add-ons or phased work

features-icon

Agencies and consultancies needing clear confirmation before kicking off

Lead manager

Ready to learn more?

If your team sends quotes regularly and wants a faster path to approval, request early access to eQuote.eQuote is included on WorkflowMAX Advanced.

100,000+

Users worldwide trust WorkflowMAX to track and manage their jobs.

WorkflowMAX is essential for our business. It's intuitive, easy to use, and makes us much more efficient in charging projects correctly.

Andrew S.

Episode Two

50% Less Admin Time

Spend less time on admin work, more on valuable client work.

We moved back and the team actually loves using it—billing is faster and we can see margins live.

Darlene Robertson

Principal, Surveying & Engineering Firm

100,000+

Users worldwide trust WorkflowMAX to track and manage their jobs.

It’s the same soul with better bones—job costing, timesheets, and invoicing finally work as one.

Floyd Miles

Implementation Partner

Built for Professional Services

Purpose-built for accountants, architects, engineers, and consultants – not retrofitted from generic project management software.

WorkflowMAX has made a huge difference to how we run our projects. A great system backed by great support. Highly recommended.

Rob P.

MAF Associates

Any questions?

Is this an e-signature replacement?

eQuote is designed for electronic quote acceptance within WorkflowMAX. If your process requires a formal signature workflow, you may still need an e-signature tool — but many teams will be able to streamline acceptance without one.

Can customers accept with comments?

Yes. Customers can add optional comments when they accept or decline.

Can customers choose optional items?

Yes. eQuote supports optional items so customers can select what they want included.

Can I include attachments with the quote?

Yes. Customers can view the quote documents and attached files as part of the eQuote experience.

addt-bg-left

Additional features

Reporting

Lead manager

Invoicing

Time tracking

Quoting

Reporting

Lead manager

Invoicing

Time tracking

Quoting

addt-bg-right

Start your 14-day free trial with WorkflowMAX

No credit-card required

24/7 Support

No contracts

Cancel anytime

Start free trial -->
See all features -->
See Pricing  -->

Trusted by 100,000+ Professionals
Across 150+ Countries

WorkflowMAX logo
Product Features
Estimating & QuotingJob ManagementTime TrackingCapacity PlanningWIP ManagementInvoicingReportingIntegrationsAll Features
Industries
ArchitectsEngineers & DesignersBusiness ConsultantsCreative AgenciesBuilding & Construction
Resources
Support CenterBlogFeature RequestsProduct RoadmapDeveloper API
Compare
ProjectworksScoro
Company
FAQsContact UsAbout UsCareers
Implementation Partners
Find a PartnerBecome a partner
Implementation Partners
Find a PartnerBecome a partner
Privacy PolicyTerms of UseSecurityCookie PolicyData Addendum
© 2026 WorkflowMAX project management software. All rights reserved.
WorkflowMAX Logo
{"@context":"https://schema.org","@graph":[{"@type":"SoftwareApplication","name":"WorkflowMAX – Advanced WIP","url":"https://www.workflowmax.com/job-management-software/advanced-wip-control-job-level-profitability-workflowmax","applicationCategory":"BusinessApplication","operatingSystem":"Web, iOS, Android","brand":{"@id":"https://www.workflowmax.com/#organization"},"isPartOf":{"@id":"https://www.workflowmax.com/#software"},"description":"Advanced WIP control for job-level profitability tracking, revenue recognition and margin protection.","featureList":"Advanced WIP"},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://www.workflowmax.com/"},{"@type":"ListItem","position":2,"name":"Features","item":"https://www.workflowmax.com/job-management-software/all-features"},{"@type":"ListItem","position":3,"name":"Advanced WIP","item":"https://www.workflowmax.com/job-management-software/advanced-wip-control-job-level-profitability-workflowmax"}]}]}