Hubflo

Hubflo Team

Create and send proposals, e-contracts, invoices, and forms in Hubflo.

Documents & Billing

How to create a proposal

How to send a proposal

Attach a service contract to your proposal so your client can review and sign everything in one step, no login required.

Add a contract and e-signature to a proposal

Set up your proposal settings

If you have e-signatures enabled on your proposal, you'll need to countersign it after your client signs.

How to countersign a proposal

Manage proposals

Proposals & contracts

How to create an invoice

How to send an invoice

Accept online payments

Set up recurring invoices

Correct or cancel an invoice

Manage invoices

Set up your invoice settings

If you're migrating from another tool, you can import your historical invoices into Hubflo to keep your billing records in one place.

Import past invoices

When an expense is marked as billable and linked to a project, you can attach it directly to an invoice as a line item.

Bill back expenses to a client

Learn how to bill clients for tracked time in Hubflo, pull billable time entries into an invoice automatically, manage which entries to include, and mark time as billed.

Bill back time to a client

Invoices & recurring payments

A Smartdoc is a legally binding document such as a contract, NDA, or intake form that your clients can fill out and e-sign.

What is a Smartdoc?

Smartdocs let you create legally binding documents that clients can fill out, sign, and submit, right from your client portal.

How to create a Smartdoc

How to send a Smartdoc

Track and manage Smartdocs

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)

Smartdocs

Build forms in Hubflo to collect client information.

Create Hubflo forms

Collect structured lists from clients using repeatable, auto-numbered cards in a single form question.

Multiple entries questions in forms

Show or hide questions and sections based on how a client answered a previous question.

Conditional logic in forms

When a client fills out a form, Hubflo can save their answers directly to their contact or company record.

Sync forms with the Hubflo Directory

Share forms with your clients in Hubflo using three methods: email, public link, or Client Portal.

Share a form

Collecting and viewing responses

Forms

Set up your catalog

Bundle catalog items together into a single offering.

Create and manage Packs

Import your catalog into Hubflo

Hubflo’s Report gives you a real-time overview of your business—finance, sales, projects, time tracking, and billing—in one place.

Use Reports in Hubflo to Track Sales, Projects, and Finance Performance

Reports & catalog

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.