A document layer for everything your agency ships.
Proposals, SOWs, briefs, reports, strategy docs, onboarding guides, client wikis. One block-based editor, one template library, one set of variables pulling from the CRM. Ship as a branded web link or export to PDF — your call, per doc.
A document that feels like product, not a file.
Block-based, branded, live. Whether it is a proposal, SOW, brief, or project update — clients comment inline, you see when they read what. For commercial docs, one click turns it into a signed contract and invoice.
Growth program proposal
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Block-based editor
Text, images, tables, pricing blocks, embeds, video. Drag to reorder. The same editor experience you would expect from Notion, built for agency documents.
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Inline client comments
Clients comment without signing up. Magic link, threaded discussions, resolved when you address them — not buried in an email chain.
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Variables and merge tags
Pull contact name, company, deal value, and scope straight from the CRM record. Update one variable, every doc that uses it updates too.
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Template library
Save any doc as a template. Proposal, SOW, brief, report — duplicate, swap variables, send. Your best structure, reused without copy-paste.
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Accept → contract → invoice
For commercial docs, the accept button converts the doc into a contract for signature. Signed, invoiced, paid — one continuous flow, no re-keying data.
Document infrastructure, not a PDF generator.
Live docs your clients read, comment on, and act on — without ever leaving your branded link. Reusable templates, structured data, analytics, and handoffs into the rest of the stack.
Template library
Save any doc as a template. Proposal, SOW, brief, report, onboarding guide. New engagement? Duplicate, swap the variables, send.
Variables + merge tags
Pull contact name, company, deal value, scope, dates — straight from the CRM. Update a variable, every doc that uses it reflects the change.
Pricing + scope blocks
Structured pricing tables with optional add-ons, tiered pricing, and currency. Clients can toggle optional items before accepting.
Open + view tracking
See who opened the doc, when, and how many times. Every view timestamped with IP and device. Know when to follow up — no more guessing if it even landed.
Ship as web or PDF
Send a branded web link your client reads in the browser, or export a polished PDF. Same doc, pick the format per recipient.
Accept → sign → pay
Client hits Accept on a commercial doc. It converts into a contract for signature. Signature triggers the invoice. Three workflows, one click.
Your docs domain. Your cover page.
Clients read documents at your subdomain, in your typography, with your cover art. Inside, you see every doc across every sub-account in one pipeline.
Growth program proposal
A branded document at your domain, in your typography and color palette. Your cover art, your name in the sender, your reply address in the footer. No Manage It attribution anywhere.
Cross-client document pipeline
3 sub-acctsEvery document across every sub-account — proposals, SOWs, MSAs, engagement letters. Filter by draft, sent, viewed, accepted, expired. See what moved and what stalled.
Every doc event, wired into the stack.
A document is a signal — opened, viewed, commented, accepted. Each event can fire contacts, contracts, invoices, and onboarding automations without re-keying a thing.
E-sign
Accepted doc converts into a contract ready for signature. Same data, same branding — no re-keying, no re-uploading.
Invoicing
Pricing block in the doc becomes line items on the invoice. Signature triggers send. Client pays inside the same flow.
Contacts
Every doc attaches to the right contact. Opens, comments, accept events on one timeline — with page-level analytics.
Automations
Trigger on doc.sent, doc.viewed, doc.accepted, doc.rejected. Fire webhooks, tag contacts, kick off onboarding sequences.
Why documents here, and not over there?
We are happy to walk through alternatives — here is where we land on the ones you are probably comparing us to.
Why not just send a Google Doc or Notion page?
Because neither is a client surface. No cover page, no analytics, no accept button, no handoff into a contract or invoice. You end up emailing follow-ups to find out if it was even read. Here, the doc is live product — it tells you how it is being read, it closes itself.
Why not PandaDoc or Proposify?
Both are fine tools for one thing — proposals. But they do not know your CRM, your billing, or your onboarding. You end up paying a separate tool, exporting data, reconciling. Here, every document type lives where the rest of the client relationship does — one system, one source of truth.
Can my clients comment without signing up?
Yes. A magic link lets them read, comment, and accept without creating an account. Optional 2FA if the doc is sensitive. Comments thread inline and stay with the doc — not in some parallel email chain.
What if my client wants to negotiate a line item?
Optional add-ons and tiered pricing let them toggle common variations client-side — no round trip needed. For real changes, they comment on the block, you revise, the doc updates live. No re-attaching PDFs, no lost thread, no confusion about which version is current.
Your agency’s own software product.
Start your agency account, connect your domain, upload your logo, and ship your first branded client sub-account in under an hour. No credit card required.