Standard Document Sections
- Header: Contains your brand logo, document serial number, issue date, and expiry or payment due date.
- Client Details: Client company name, contact person, email, and phone. Choose from saved clients with one click.
- Items & Deliverables: Tabular breakdown of services, quantities, rates, and itemized descriptions.
- Totals & Tax: Automated subtotal calculations, custom discounts, and VAT computation.
- Terms & Scope: Project delivery milestones, payment terms, and intellectual property conditions.
- Bank & Payment Details: IBAN numbers, beneficiary names, and bank instructions.
- Notes & Verification: Additional remarks and document verification badges.
Reordering and Toggling Sections
In the editor’s section sidebar:- Drag and drop any section handle up or down to adjust document flow.
- Click the visibility toggle to hide any section you do not require for a specific client (e.g., hiding the bank section on an unaccepted proposal).
Auto-Save and Multi-Device Preview
- Live Auto-Save: Changes persist automatically to the cloud as you type.
- Responsive Preview: Switch effortlessly between desktop view, mobile viewport, and print-ready PDF mode to verify client-facing presentation.