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Documents & Billing
Documents & Billing
Create and send proposals, e-contracts, invoices, and forms in Hubflo.
By Hubflo
1 author
22 articles
Proposals & contracts
Create and Manage Proposals
Add Contracts with E-Signatures to Your Proposals
Modify Your Proposal Settings (Billing)
Create and Manage Smartdocs
Smartdocs vs. Contract Templates – What’s the Difference?
Verify Signer’s Identity in Smartdocs (KBA)
Proposal Numbering
Invoices & payments
Create and Manage Invoices
Modify Your Invoice Settings (Billing)
Invoice Numbering
Create Recurring Invoices / Subscriptions
Issue a Correction or Credit Note
Track and manage expenses
Import Invoices into Hubflo
Forms
Create Hubflo forms
Conditional Logic in Forms
Sync forms with the Hubflo Directory
Share a form
Collecting and viewing responses
Reports & catalog
Use Reports in Hubflo to Track Sales, Projects, and Finance Performance
Create and Manage Catalogs
Import Your Catalog into Hubflo
