Estimates, proposals & invoices
From estimate to signed to paid.
The paper trail of a real job, in order: an estimate, a proposal signed online with a full audit trail, and an invoice, each in your numbering, your layout and your color, sent as a link, an email or a PDF.
No credit card needed. Set up in minutes.
The problem
The estimate is a spreadsheet export, the agreement is a DocuSign subscription you pay for twice a year, and the invoice is a Word template from 2019. Three documents, three tools, zero connection to the job.
Three documents, one flow
Estimates get sent. Proposals get signed. Invoices get paid. Each type has its own numbering series and its own job.
- EST, PROP and INV series that count themselves
- Line items with per-line tax, discounts, notes and terms
- Bill-To fills from the client's contacts
- Edited in place: the document you type on is the document they receive
Signed online, on the record
A proposal carries a signature pad: typed or drawn, either is legally a signature, and the trail proves it.
- Signer name, email, IP and timestamp recorded with the signature
- A signed document freezes; it cannot be quietly edited afterwards
- Attach supporting files to the proposal: scope docs, references, terms
- No per-envelope fees, no separate e-sign subscription
Delivered three ways
However the client works, the document reaches them, and you know when it did.
- A share link with view tracking
- Sent by email from the app, with your message
- A print-perfect PDF for the ones who insist
- What was sent is frozen as a snapshot, so 'that is not what I saw' has an answer
The difference
The documents know the job.
A generic invoicing tool starts from zero on every document. Here the client is already on the job, the totals feed the margin band, and the signed proposal sits beside the budget it authorized. The paperwork is part of the production, not an app you visit afterwards.
- One flow from 'they asked for a price' to 'they signed' to 'they paid'
- Numbers reconcile against the budget without a copy-paste
- E-signature included, not an integration you rent
EST-1042
PROP-1042
INV-1042
Signed online, audit trail attached, frozen once accepted.
More the documents do
Style editor
Three templates, your accent color, serif or sans, saved as studio defaults.
Your logo
Uploaded once in Settings, on every document after.
Delivery tracking page
Final deliverables and billing status, per job.
Feeds the margin
Invoices are the Billed side of the budget's margin band, automatically.
Signed docs notify
An accepted proposal lands in the studio's notifications.
Public and safe
Share pages are tokened, rate-limited, and never expose the studio.
Also here
Lives alongside it.
Each of these is a page inside the project, on the same spine, so nothing is retyped between them.
Delivery & billing
Deliverables and billing status, through handoff.
- Deliverables with quantities and due dates
- Read out of a signed SOW instead of retyped
- Billing status beside the work it bills for
Works with
Budget & costs
Bid against actual, line by line
See how it worksWorks with
Production hub
The whole job on one page
See how it worksThe whole toolkit
You just read about one of thirteen.
The rest is already in the box: every plan carries the whole toolkit, and the tiers buy room, never permission. This is the part a point solution cannot say.
Run your next job in Studio Flows.
Your first project is free, with no card and no countdown.
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