Hubflo

Hubflo Team

Send proposals, contracts, invoices, and forms.

Documents & Billing

Create and Manage Hubflo Forms

Ways to Share Forms with Contacts in Hubflo

Use Hubflo Fields to pre-fill forms with client data and automatically update Contact or Company records when submitted.

Pre-Fill and Sync Data with Your CRM

Show or hide questions based on previous answers. Stakeholders only see the questions that apply to them, creating a more personalized and efficient experience.

Conditional Logic in Forms

Everything you need to know about building, sharing, and managing smart forms in Hubflo.

📋 Forms

Create and Manage Proposals

Add Contracts with E-Signatures to Your Proposals

Modify Your Proposal Settings (Billing)

Hubflo automatically manages the numbering of your proposals to ensure compliance and traceability.

Proposal Numbering

Create, customize, and send professional proposals that include pricing, deliverables, and contracts—all in one place.

🤝 Proposals

Create and Manage Invoices

Modify Your Invoice Settings (Billing)

Hubflo automatically manages the numbering of your invoices to ensure compliance and traceability.

Invoice Numbering

Create Recurring Invoices / Subscriptions

Issue a Correction or Credit Note

Create and manage invoices with Hubflo. Set up one-time or recurring invoices, accept payments via Stripe, and automate billing.

🧾 Invoices

Smartdocs let you create forms, contracts, and proposals that clients can fill out, sign, and submit, right from your client portal.

Create and Manage Smartdocs

Smartdocs vs. Contract Templates – What’s the Difference?

Add Knowledge-Base Authentication (KBA) to your Smartdocs to for an extra layer of security when collecting signatures.

Verify Signer’s Identity in Smartdocs (KBA)

Learn how to create, send, track, and manage SmartDocs in Hubflo.

🪄 Smartdocs

Find answers and get help from Intercom Support and Community Experts

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