Design the document style
Build proposals, invoices, quotes, agreements, forms, and other document layouts with your own branding and structure.
Document design
Design Your Documents
Every business can design proposals, invoices, receipts, agreements, and other documents in its own style. Prepare the design, include the fields you need, then upload the template to the system and use it for real customer documents.
Sample document imagePlace your proposal, invoice, or document sample here later.
Add dynamic system fields
Use placeholders for customer details, products, prices, dates, signatures, totals, and any information the system should fill automatically.
Upload and use it
Upload the finished template to the system, then generate consistent documents from customer records, sales flows, and automations.
Proposals, invoices, and all business documents
Your branding and layout
Reusable templates
Ready for customer records and automations