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

Modify Your Invoice Settings (Billing)

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

Invoice Numbering

Track, categorize, and manage your project or business expenses with ease.

Track and manage expenses

Import Invoices into Hubflo

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

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

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

Create and Manage Catalogs

Import Your Catalog into Hubflo

Reports & catalog

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