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Documents & Billing
Documents & Billing
Create and send proposals, e-contracts, invoices, and forms in Hubflo.
Proposals & contracts
How to create a proposal
How to send a proposal
Add a contract and e-signature to a proposal
Set up your proposal settings
How to countersign a proposal
Manage proposals
Invoices & recurring payments
Set up your invoice settings
How to create an invoice
Set up recurring invoices
How to send an invoice
Accept online payments
Manage invoices
Correct or cancel an invoice
Import past invoices
Bill back time to a client
Bill back expenses to a client
Forms
Create Hubflo forms
Conditional logic in forms
Multiple entries questions in forms
Sync forms with the Hubflo Directory
Share a form
Collecting and viewing responses
Smartdocs
What is a Smartdoc?
How to create a Smartdoc
How to send a Smartdoc
Track and manage Smartdocs
Verify signer’s identity in Smartdocs (KBA)
Reports & catalog
Set up your catalog
Create and manage Packs
Import your catalog into Hubflo
Use Reports in Hubflo to Track Sales, Projects, and Finance Performance
