Business documents you can build, share and follow.
Put together quotes, proposals, contracts and agreements with a professional structure and each client’s details.
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Pick the document type you actually need
Reuse client and service details you already have
Keep every document inside the deal it belongs to
From choosing a document type to the link your client opens.
- 01
Pick the document
- 02
Fill in client and service
- 03
Review and share
A consultancy puts together a proposal for a new project, pulls in the client details it already has, and gets it ready for review without rebuilding the document from scratch.
What formats can I export to?
PDF and Word. Your logo, colors and typography carry over to both.
Can I edit a document after sending it?
Yes, and you can share it again. The copy your client already received doesn’t change on its own.
It all works together.
Each feature hands the next one its context: the client, the document, the decision and the payment.
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