Smart Document and Data Synching with WorkflowMax
Focus on delivering projects, not managing files—SuiteFiles and WorkflowMax keep everything organized and in sync.
Seamless Workflows
Spend less time switching between apps. SuiteFiles and WorkflowMax work together, so your documents, client records, and jobs stay in sync.
Automatic Data Entry
Automatically sync company and contact details, reducing duplication and ensuring accuracy across both platforms.
Simplified Filing
Keep your client and supplier files organized—SuiteFiles creates structured subfolders for WorkflowMax clients, jobs, and suppliers, making document retrieval easy.
How the SuiteFiles WorkflowMax Integration Works
Document Management Made Easy
The Documents tab in each WorkflowMax client record syncs with SuiteFiles, automatically creating structured subfolders in the SuiteFiles Clients folder.
Smart Templates for Clients and Jobs
Merge WorkflowMax client and job data into SuiteFiles templates, streamlining document creation. Easily share completed documents through Connect or send them for digital signing within SuiteFiles.
Organized Supplier Management
When you upload documents to the Suppliers tab in WorkflowMax, SuiteFiles creates a corresponding subfolder in your Business folder, keeping supplier records neatly organized.
See how SuiteFiles automatically syncs your files with WorkflowMax, keeping everything organized and up to date—take the interactive tour now.
Save Time with Templates
Discover how our smart templates pull client data directly from WorkflowMax, saving you time and reducing manual entry—explore the demo today.
