Document Features
Everything you need from proposal to signed contract.
Create branded proposals with cover pages, scope of work, timelines, and pricing tables. Send as a link — clients view and approve from their portal.
Generate itemized quotes with line items, quantities, and totals. Convert approved quotes directly into invoices with one click.
Send contracts for legally binding e-signatures. Track who signed, when, and store signed copies automatically.
Save proposals, quotes, and contracts as templates. Reuse and customize for each client — save hours on repetitive document creation.
Clients review documents from their portal. They can approve, request changes, or reject — with full audit trail of every action.
Set reminder sequences for unsigned documents. Automatic follow-up emails keep deals moving without manual chasing.
Why Built-In Documents Win
Separate proposal tools mean separate logins, separate billing, and disconnected data. With documents built into AgencyPro, proposals flow into contracts flow into invoices.
Signed & Stored
E-signatures with full audit trail
How It Works
Start from a template or build from scratch. Add your branding, scope, pricing, and terms.
Send via the portal or email link. Clients view the document in their branded portal.
Clients approve, request changes, or e-sign the document. You get notified at every step.
Convert approved quotes into invoices. Store signed contracts. Start the project.
Who Uses It
Send a proposal, get it approved, then send the contract for signature — all from one platform.
When scope changes, send a change order quote for approval before starting additional work.
Create retainer contracts with terms, e-sign, and automatically set up recurring invoicing.
Bundle proposal + contract + onboarding form into one flow. Clients complete everything in sequence.
Frequently Asked Questions
Yes. AgencyPro e-signatures comply with ESIGN Act and eIDAS regulations. Signed documents include timestamp, IP address, and signer identity for legal validity.
Yes. Add your logo, colors, fonts, and footer to every document. Templates are fully customizable and reusable across clients.
Yes. Once a client approves a quote, you can convert it into an invoice with one click. All line items carry over automatically.
Signed documents are stored securely in the client's file section. Both you and the client can access signed copies at any time from the portal.
Documents (quotes, proposals, contracts) are available on Pro ($79/mo), Plus ($149/mo), and Enterprise plans. Also included in AppSumo Tier 2 and above.