Proposals, contracts, and reports

Document hubs

Documents is organized around proposals, contracts, signatures, and reports. Start from the hub that matches the purpose, then attach the document to the correct company or project.

Create a proposal

• Choose the client company
• Start from a template or new document
• Build content with rich blocks and Markdown shortcuts
• Add cover and index pages when needed
• Generate and review the PDF
• Send the approved version for signature

Use templates

Proposal and report templates reduce repeated setup while preserving a consistent client experience. Verify client-specific details before exporting.

Review before delivery

Preview branding, page breaks, totals, names, and dates. A document should only enter signing after the final output matches the approved content.