While both tools help you manage contracts, Smartdocs and Contract templates serve slightly different purposes in Hubflo:
Contract Templates
Designed to be sent only as part of a proposal
Great when you want to attach a standard agreement to your sales process
Smartdocs
Send a contract without attaching a proposal
Clients can complete the Smartdoc:
Directly from the email they receive
Or from their Client Portal (if they’ve been invited)
In short:
Contract templates are tied to proposals.
Smartdocs are more versatile—ideal for sending, tracking, and managing contracts or forms independently, outside of the proposal flow. Perfect for onboarding, service agreements, NDAs, and more.