Feature
Combine, send, andwin faster
Proposal, contract, and invoice in one interactive document your clients can accept on the spot.
Maya & Theo's wedding
Photography agreement
Retainer invoice
What this helps you do
One document, whole deal
Package your pitch, terms, and payment into a single flow. Clients review, sign, and pay without switching tools or losing momentum.
Beautiful, on-brand, interactive
Embed video, galleries, and package options. Built with the same editor that powers your emails, so your brand looks the same everywhere.
Legally binding e-signatures
ESIGN-compliant signatures with a full audit trail, included on every plan, with no per-signature fees.
Explore more features
One editor
Multi-page documents clients can step through
Design multi-page proposals, brochures, contracts, and invoices. Clients move page by page with a clear stepper in the document and portal experience.
Multi-page documents clients can step through
Design multi-page proposals, brochures, contracts, and invoices. Clients move page by page with a clear stepper in the document and portal experience.
Templates, merge tags, and shareable links
Reuse business and global templates, personalize with merge tags, and share via secure links or the portal. Snapshots keep what the client saw auditable.
Close faster
Templates, merge tags, and shareable links
Reuse business and global templates, personalize with merge tags, and share via secure links or the portal. Snapshots keep what the client saw auditable.
AI assist (paid)
Generate brochure, proposal, or custom drafts
On Essentials+, the AI document builder drafts layouts for brochure, proposal, and custom types. Then you polish and send.
Generate brochure, proposal, or custom drafts
On Essentials+, the AI document builder drafts layouts for brochure, proposal, and custom types. Then you polish and send.
TalleFlow capabilities
Embed rich media
Showcase work with video and visuals inside the proposal experience.
E-sign audit trail
Invitations, countersigners, and public token signing with compliance-minded trails.
Matching document statuses
Paid and awaiting-payment statuses stay clearer across multi-page documents, with safer send and share when you send a long client pack.
How it’s different
Proposal + contract + payment in one interactive document
Same editor as emails and contact forms, for consistent branding
Matching paid/awaiting statuses + safer multi-page send/share
FAQs
Are e-signatures included?
Yes. E-sign workflows are part of documents. Capabilities are per page (signature pages), with invitation and audit support.
Does AI write contracts and invoices?
In-product AI generation currently covers brochure, proposal, and custom documents, not every document type.