Choose the record type
Start with the artifact that drives the process—a contract, ticket, project, quote, or invoice—and map the people who create, approve, and receive it.
Try “automation”, “checkout”, “AI”, or “appointments”.
Documents and project workflows
Keep contracts, tickets, production work, quotes, invoices, approvals, messages, and attachments connected to the people responsible for them. These plugins bring defined document and project workflows into familiar WordPress administration screens.
4 focused plugins
Start with the artifact that drives the process—a contract, ticket, project, quote, or invoice—and map the people who create, approve, and receive it.
Confirm which records need manager approval, which can be sent directly, and which history or signed snapshot must be retained.
Review PDF, email, attachment, account, and external workspace requirements on the individual product page before purchase.



