Docora product features

This page is the canonical overview of what Docora is and what it can do. Use it when someone asks “what is Docora?”, “what features do you have?”, or how the product fits together.

What Docora is

Docora is software for freelancers and small agencies to run the commercial lifecycle in one place:

1. AI proposal — draft from a project brief
2. Client approval — public link (no client login)
3. Contract + e-signature (Starter+)
4. Invoice — full, remaining, or deposit amounts
5. Collect payment — your Stripe, bank transfer, or your own payment link

Docora is not a payment processor for your clients’ money. Funds go to your Stripe account, bank, or third-party link. Docora records status and helps you follow up.

Subscription billing for Docora itself is through Paddle (separate from client invoice payments).

Core features

Proposals

• Create from New Proposal (desktop sidebar or mobile floating +).
• AI drafts title, introduction, scope, timeline, pricing, and terms.
• If you saved a default terms template in Settings → Profile, that text is used for Terms instead of AI Terms.
• Edit with rich text on Introduction, Timeline, and Terms (bold, italic, H3/H4, bullet and numbered lists).
• Send for approval or copy the public link; clients can approve, request changes, or reject.
• Approved proposals lock for editing (duplicate to revise).

Invoices

• Create from an approved proposal (full, remaining, or custom amount).
• Payment methods: Stripe (your restricted key), bank transfer (encrypted details), other payment link.
• Statuses include draft, sent, paid, overdue (auto after ~14 days unpaid), cancelled, refunded.
• Process full or partial refunds for Stripe or recorded manual payments.

Contracts (Starter+)

• Generate from an approved proposal.
• Collect a typed-name e-signature with timestamp and IP (lightweight, not certified e-sign).

Clients (CRM on Starter+)

• Client records auto-create from proposal details on every plan (even Free).
• CRM pages (list/detail history) unlock on Starter+.

Branding (Pro+)

• Logo, company name, and brand color on client-facing documents.

Reports (Advanced only)

Workspace at /dashboard/reports:

• Revenue trends
• Client performance
• Proposal funnel
• Payment method breakdown
• CSV export per section

The home dashboard overview (pipeline, status cards, recent activity) remains on every plan. Advanced also unlocks home revenue/approval charts.

Settings

• Profile (company details, password, default terms template)
• Branding
• Invoice payment methods (Stripe / bank / link)
• Subscription / billing

Support

• In-app AI support chat (docs-trained; no access to your account data)
• Email support on Free and Starter
• Priority support — 12–24hr response on Pro and Advanced
• There is no “Dedicated support” tier

Plans (summary)

Team seats / invite users are shown as Coming Soon and are not fully built yet.

Paid plans include a 7-day free trial. See Plans overview and Trial period.

Navigation

• Desktop: sidebar — New Proposal, Home, Proposals, Clients, Invoices, Contracts, Reports, Settings, Documentation
• Mobile: bottom tabs — Home, Proposals, Invoices, Clients, More (not a hamburger). Floating + for new proposal. See Mobile navigation.

What Docora does not do

• Hold or route client payment funds
• Compare itself to competitors in support chat
• Provide certified legal e-signature or legal advice
• Look up a specific user’s private account data in the AI chat

For account-specific help, email support@docora.io.