Yes. You can save and reuse quotes for similar work using the platform’s flexible quote creator. It’s a user favorite, as it features a Gantt chart to align with project planning and multiple formats for easy sending. Prepopulate your templates with terms and conditions, materials, services, expirations dates and more. Track all activity on your quotes and allow clients to approve them via the client portal.

Yes. Standardize invoices with default rules for branding, layout and text. Choose to create an invoice template for each billable module and decide how much detail to include about the work activities that are reflected on each invoice.

Yes. The platform allows you to create detailed task templates. Customize start and end dates, skills (for automatic assignments based on team schedules), starting statuses, allotted time and more. These templates will generate recurring tasks, which are particularly helpful in managing work for retainer clients.

Yes. Accelo gives you the opportunity to create unlimited project templates, complete with budgets, milestones, tasks and dependencies. These robust templates make repeatable work quick and straightforward.

Templates save your team time and make it easier to move clients along from sales to project management to client service to billing. Learn seven ways templates can help your business evolve.

To experience the full capability of Accelo, we encourage you to start with a demo of the suite of solutions that will transform the way your team collaborates and manages projects. Our team is committed to answer questions about how the platform will work specifically for your business.