Find your workflow

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Try “automation”, “checkout”, “AI”, or “appointments”.

WordPress Document & Project Workflow Plugins

Documents and project workflows

Choose the right tool for the workflow.

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

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.

Plan the approval path

Confirm which records need manager approval, which can be sent directly, and which history or signed snapshot must be retained.

Check delivery requirements

Review PDF, email, attachment, account, and external workspace requirements on the individual product page before purchase.

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