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 Q2 Product Wrapped 2026

Priya Shah, VP Product

Q2 2026 · 3 min

Latest product update

🚀 Wrapped: smarter answers, faster sign-offs.

WorkflowMAX Q2 is here: ask your job data anything with the new MCP AI Connector, get quotes signed off faster with eQuote, plus Leave Management and more.

MCP - Query your data in plain English.

Online Quote Acceptance - Quotes approved in-app, instantly.

Leave Management - Staff jobs around real availability.

Watch nowRead blog post

Shipped recently

Recent updates

Improvements we've rolled into WorkflowMAX recently.

New

Customisable email templates and file naming

Set up reusable templates for your most-used emails and custom print templates, plus customisable file naming for exported documents.

Learn more ->

New

Customisable email templates and file naming

Customisable email templates and file naming

Consistent, on-brand emails every time

Documents auto-named for easy filing

Set defaults, override when needed

Read the Guide

New

Sales Pipeline

See what your pipeline is worth, at a glance.

Learn more ->

New

Sales Pipeline

Visual lead management

Never lose a lead

See revenue coming

Quote faster

Learn moreRead the Guide

New Feature

Apr 18, 2026

Capacity Planning

See every billable hour across your team — booked, available, at risk — on one live schedule.

Learn more ->

New Feature

Apr 18, 2026

Capacity Planning

See every billable hour across your team — booked, available, at risk — on one live schedule.

Learn more ->

New Feature

Apr 18, 2026

Capacity Planning

See every billable hour across your team — booked, available, at risk — on one live schedule.

Learn more ->

New Feature

Apr 18, 2026

Capacity Planning

See every billable hour across your team — booked, available, at risk — on one live schedule.

Learn more ->

New Feature

Apr 18, 2026

Capacity Planning

See every billable hour across your team — booked, available, at risk — on one live schedule.

Learn more ->

New Feature

Apr 18, 2026

Capacity Planning

See every billable hour across your team — booked, available, at risk — on one live schedule.

Learn more ->

Tips & tricks

Get the most from WorkflowMAX

Short, sharp, tips and tricks videos from our Customer Success team. Shortcuts, fixes and
setups that save hours every week.

MAX Bites

Job Manager Listing - Progress Columns

Liz T. - Global Head of Customer Experience

Job Manager Listing - Progress Columns

Liz T. - Global Head of Customer Experience

MAX Bites

Fixed Pricing

Liz Tobin & David Oliver

Fixed Pricing

Liz Tobin & David Oliver

MAX Bites

Timesheet Approvals and Reminders

David Solley - Customer Success Manager

Timesheet Approvals and Reminders

David Solley - Customer Success Manager

MAX Bites

Custom Filter View

Custom Filter View

MAX Bites

Integrated Calendar

Liz T. - Global Head of Customer Experience

Integrated Calendar

Liz T. - Global Head of Customer Experience

MAX Bites

Sharepoint Integration

Liz T. - Global Head of Customer Experience

Sharepoint Integration

Liz T. - Global Head of Customer Experience

MAX Bites

Using variations to manage the project budget

Liz Tobin & David Oliver

Using variations to manage the project budget

Liz Tobin & David Oliver

MAX Bites

Advanced WIP

David. O - Head of Customer Experience

Advanced WIP

David. O - Head of Customer Experience

MAX Bites

Sales Pipeline

David. O - Head of Customer Experience

Sales Pipeline

David. O - Head of Customer Experience

MAX Bites

Leave Management

Liz Tobin & David Oliver

Leave Management

Liz Tobin & David Oliver

MAX Bites

Online Quote Acceptance (eQuote)

David. O - Head of Customer Experience

Online Quote Acceptance (eQuote)

David. O - Head of Customer Experience

MAX Bites

Customisable Email Templates and File Naming

David. O - Head of Customer Experience

Customisable Email Templates and File Naming

David. O - Head of Customer Experience

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