Product

How Docora works

One continuous flow from brief to paid — proposals, approvals, contracts, and invoices — without stitching five tools together.

Step 01

Create a proposal

Open New Proposal, add the client and a short project brief, choose currency, and generate. Docora drafts the full document — introduction, scope, timeline, pricing, and terms. If you’ve saved a default terms template, those terms are applied automatically. Edit anything with rich text before you send.

app.docora.io/dashboard/new

Website redesign for Harbor Studio

Draft · USD

Rewrite with AISave
Introduction

Thanks for the chance to partner on Harbor's new site. We'll deliver a modern marketing presence with clear conversion paths…

Scope
  • • Discovery & information architecture
  • • Design system + key page templates
  • • Build, QA, and launch support
Design & build$6,400

Step 02

Client reviews

Send the proposal or share the public link. Clients open a branded page — no Docora account required — and can approve, request changes, or decline. You stay notified, and the document stays editable until it’s approved.

app.docora.io/proposal/…

Proposal

Harbor Studio website redesign

Presented by Northline Creative

Scope, timeline, and investment — review below, then choose how you'd like to proceed. No account required.

ApproveRequest changesDecline

Step 03

Convert to invoice or contract

From an approved proposal, generate a contract for e-signature and/or create invoices for the full amount, remaining balance, or a custom deposit. Line items and currency carry forward so you aren’t rebuilding the deal from scratch.

app.docora.io/dashboard/proposals
Service agreement

Harbor Studio — Website redesign

1. Scope of work as set out in the approved proposal…

2. Payment schedule: 50% deposit, balance on delivery…

E-signature

Jordan Hale

Signed · IP & timestamp recorded

Step 04

Get paid

Clients pay on the invoice page using the methods you’ve configured: Stripe on your account, bank transfer with your details, or a manual payment link. Docora records status for your books — it never holds or routes the money.

app.docora.io/invoice/…

Invoice INV-1042

Harbor Studio · Due on receipt

Total due$3,200.00
Pay with

Card (Stripe)

Secure checkout on your account

Bank transfer

Your details — Docora never holds funds

Other link

PayPal, Wise, or your own URL

Try the full flow on a free workspace

Generate a proposal, share a link, and explore invoicing — upgrade when you need contracts, branding, CRM, or Advanced Reports.