One link. Contract, invoice,
and payment — done.

A Smart Document is a multi-page client document that combines cover pages, contracts, invoices, questionnaires, and custom content into a single branded experience. Instead of sending separate PDFs and payment links, you build one document in a drag-and-drop editor and share a single secure link. Clients verify their identity with a one-time email code, then review, e-sign, fill out forms, and pay — all without leaving the page or creating an account.

The editor uses a three-panel layout: a left panel listing your pages (drag to reorder, click to rename), a center canvas where you visually arrange elements, and a right panel for themes, element settings, and document options. Add pages like Cover Page, Contract, Invoice, Questionnaire, or Custom Page, then drag elements — text, images, dividers, spacers, videos, company info, and layouts — onto the canvas. AI assistance helps draft contract language, invoice descriptions, and questionnaire questions as you build. All changes save automatically in real time.

Yes. Contract pages include built-in signature fields where clients can type or draw their signature. Every signature is timestamped and tied to an authenticated session verified through the client's email. After signing, vendors can add a counter-signature. Payment pages accept credit cards (2.9% + $0.30) and ACH bank transfers (0.8% capped at $5). You can set up payment schedules — for example, a 50% deposit on signing with the remainder due 30 days before the event.

Yes. Click "Edit Draft" on any sent document to make changes privately — clients keep seeing the published version until you're ready. For minor text updates you can choose to notify the client or push changes silently. For material changes like updated pricing or contract terms, clients will need to re-approve. Every send creates a new version, and you can review the full version history with timestamps at any time. You can also discard a draft to revert to the last published version.

Every document moves through six statuses: Draft (created but not sent), Sent (delivered via your connected email), Viewed (client opened and verified identity), In Progress (client started signing, paying, or filling forms), Completed (all required actions finished), and Expired (deadline passed). Your document list page has status tabs and a search bar so you can filter instantly. Automation triggers like "Contract Signed" or "Invoice Paid in Full" let you auto-send emails, create tasks, or advance your project stage based on these status changes.

The Themes tab gives you full control over page color, text color, highlight/accent color, input fill, input border, and font — use any color you want. Apply your Company Theme in one click to pull brand settings from your profile, then fine-tune per document. Changes preview live on the canvas as you adjust. Save any branded document as a template so future proposals start pre-styled. Each document has independent theme settings, so you can use bold schemes for proposals and clean minimal styles for invoices.

No. A single Smart Document can contain all of them. Add a cover page to introduce your brand, a contract page with e-signature fields, an invoice page with line items and payment schedules, a questionnaire page to collect event details, and a payment page for card or bank transfer — all in one flow. The editor enforces logical ordering (signatures before payment) so clients move through the document naturally. This replaces standalone PDF editors, e-signature tools, invoicing software, and form builders.

Yes. Three options: expire on a specific calendar date, expire a set number of days after sending, or expire a set time after the client first views it. When a document expires, clients see an expiry notice and can no longer interact with it. You can also enable countdown notices inside the document to create urgency. To re-engage a client, update the expiration settings and resend, or create a new version.