Documents
What does AgencyFlo's documents do?
Why your agency needs documents. Proposal becomes signed contract becomes live project.
Proposal becomes signed contract becomes live project.
Generate proposals and contracts that flow straight into a running project.
Connected to the whole loop
Nothing here is a silo. Changes flow to projects, invoices and your P&L automatically, so the rest of the system stays in sync without manual re-entry.
No stitched-together stack
Replace the patchwork of single-purpose tools with one operating system, so your team spends time on client work instead of moving data between apps.
Why agency documents shouldn't live in three tools
The proposal is written in one app, the contract signed in another, the invoice raised in a third. Each handoff re-enters the scope and the pricing. Each is a place the numbers drift apart. By the time work is billed, the document that started it is three versions and two tools away. AgencyFlo keeps the proposal, the contract and the invoice on one record, so the agreement stays intact from pitch to payment.
One document becomes the next
An accepted proposal generates the contract, carrying the scope and pricing across. The signed contract opens the project, with the team and rates already set. The project's billable work drafts the invoice. Nothing is retyped between stages, because each document is built from the one before it.
The paper trail stays on the project
Every proposal, contract and invoice attached to a piece of work stores on its project record, with versions, dates and signatures kept. There's no folder of PDFs to dig through and no question about which copy is current. When a client asks what was agreed, the answer sits with the work itself. The documents are part of the project, not a separate archive to maintain.
Operate and grow your agency, the right way.
The only tool your agency needs to run faster with less and make more money.