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Documents & Billing
Documents & Billing
Create and send proposals, e-contracts, invoices, and forms in Hubflo.
By Hubflo
1 author
21 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 and Manage Hubflo Forms
Conditional Logic in Forms
Ways to share Forms with contacts in Hubflo
Automatically update contact and company records from Forms
Reports & catalog
Use Reports in Hubflo to Track Sales, Projects, and Finance Performance
Create and Manage Catalogs
Import Your Catalog into Hubflo
