Docora
Start free

Use case · Agencies

Standardize the pitch. Keep the pipeline visible.

Small teams need consistent proposals and a clear view of what’s pending, approved, and unpaid — without an enterprise suite. Docora keeps proposals, contracts, invoices, and clients in one flow.

Shared structure, your brand

Default terms templates and rich-text editing keep language consistent across the team. Clients see a branded approval experience — no Docora account required.

app.docora.io

Home

Pipeline overview

New Proposal
Pending

$12.4k

Approved

$8.1k

Unpaid

$3.2k

Needs attention
  • Acme — changes requestedReview
  • Northwind proposal stale3d
Revenue (30d)

Client history for the whole book

Open any client to see proposals, contracts, and invoices together. Follow up from context instead of hunting through inboxes and shared drives.

app.docora.io

Clients

CRM
Harbor Studio2 proposals · 1 invoice
Northwind Labs1 contract · Paid
Brightline CoDraft proposal

Reports when you need the numbers

Advanced Reports cover revenue trends, funnel, and payment mix — with CSV export when finance needs the rows. Day-to-day work still lives in the dashboard.

app.docora.io

Reports

Advanced
Revenue

$24.8k

Funnel
  • Sent42
  • Approved28
  • Paid19
Top clients
  • Harbor Studio$8.4k
  • Northwind Labs$5.1k
  • Brightline Co$3.2k
Export

Download CSV for revenue, funnel, and client rows when you need the spreadsheet.

Export CSV

Run a tighter proposal-to-cash loop

Start free, invite your workflow, and upgrade when contracts, CRM, or reports become part of how you operate.

Start free