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Formesque
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Proposal-to-invoice software for service businesses

Create it.Send it.Sign it.Get paid.

FormEsque turns the documents your business already trusts into one connected experience for proposals, customer decisions, documented signatures, invoices, and payment status. New workspaces launch through guided setup.

Request a DemoExperience the product
  • No customer account required for proposal review
  • Every customer decision stays connected
  • Your company branding stays in front
Follow the document

Configured contractor workflow

Built around real service work, not a generic document demo.

FormEsque already supports a dedicated fence-contractor workflow that connects job details, customer approval, signature records, and invoicing. Customer names and private documents stay private.

  • Measurements and selections
  • Customer approval and signature
  • Approved work carried into invoicing
See the workflow in action

A clear path to launch

Know exactly what happens before you start.

  1. 01Walk through your workflowShow us the documents, pricing rules, and handoffs your team uses today.
  2. 02Complete client onboardingShare the details we need to prepare your branded workspace and documents.
  3. 03Receive your welcome emailWe review the brief, configure the approved setup, and send your access instructions.
Request a walkthrough Already approved? Start onboarding

The FormEsque story

Stop managing documents. Start managing your business.

See how proposals, documented signatures, invoices, and confirmed payment records move through one connected FormEsque workflow.

Try the interactive workflow 1 minute 38 seconds · Sound + captions

One connected workflowProposal to payment status

The job moves forward.
The record stays whole.

Create, send, sign, invoice, and record payment without losing the approved scope or rebuilding the customer record.

  1. Create

    Build the proposal

    Start with the branded document, fields, pricing, and business rules your team has configured.

  2. Send

    Deliver one clear review

    Send the customer a secure proposal link focused on the decision in front of them.

  3. Sign

    Document the approval

    Keep the accepted scope, signature evidence, and customer response connected to the same job.

  4. Invoice

    Carry approved work forward

    Convert signed proposal details into the invoice without rebuilding descriptions, quantities, or pricing.

  5. Record

    Track confirmed payment

    Record confirmed payments and retain the invoice status with the customer document history.

One customer job. One connected document history.

Explore the complete workflow

Customer experienceFocused by design

Give customers one clear action at a time.

Customers review and sign on a focused secure page, then receive a private invoice page after approval. No customer account is required for proposal review.

  • 01

    Understand the scopeSelections, pricing, and the next action stay clear.

  • 02

    Approve with confidenceSignature evidence and the accepted version remain connected.

  • 03

    Receive a professional invoiceThe customer gets a secure invoice page and PDF copy.

Explore electronic signatures

Real operational trustKnow what happened next

No mystery between
sent and paid.

Delivery, viewing, signature, invoice, confirmed payment, and revision history stay visible around the same customer job.

  1. Proposal sent

  2. Customer viewed

  3. Customer signed

  4. Invoice delivered

Illustrative activity timeline

Signed proposals, signature evidence, invoices, confirmed payments, and audit events are archived instead of normally erased.

See proposal-to-invoice operations

Industry workflowsConfigured around your business

One platform.
Your way of working.

The platform stays consistent while each company configures the documents, fields, calculations, and workflow its team needs.

Explore all industries
  1. 01

    Fence contractors

    Detailed scope, footage, selections, signatures, and approved pricing stay connected.

  2. 02

    Moving companies

    Estimates, deposits, customer approvals, and the final invoice remain attached to the move.

  3. 03

    Landscapers

    Present phased work and material choices, then invoice the scope the customer accepted.

  4. 04

    Remodelers

    Keep selections, revisions, signatures, and billing clear as the job develops.

  5. 05

    Cleaning companies

    Turn recurring or one-time service proposals into agreements and invoice records.

  6. 06

    Consultants and agencies

    Present deliverables and fees, document approval, and invoice accepted work.

  7. 07

    Home-service teams

    Give the office and the customer one clear path from estimate through invoice delivery.

Security and signature evidenceProtected without friction

The customer sees the action.
Your team keeps the record.

FormEsque combines controlled customer access, documented signature evidence, retained history, and company workspace boundaries.

Review security practices Read the e-signature disclosure
ProtectedCompany
workspaceAuthorized team access
  • 01

    Scoped customer accessRecipients see the intended record, not the company workspace.

  • 02

    Retained signed historySigned records and audit events stay intact through normal usage.

  • 03

    Separated company recordsCompany and workspace controls preserve the authorized data boundary.

Move the job forwardKeep the record connected

Your documents should do more than sit in an inbox.

Create the proposal, collect approval, send the invoice, and keep payment status connected through FormEsque.

Request a Demo View pricing
  • Guided document setup
  • No customer account required for proposal review
  • Connected document history