Self-guided product demo
Explore how staff prepares the work, how the customer reviews and signs it, and how the approved details become an invoice without breaking the record apart.
Watch FormEsque in action
Start with the field workflow, compare the before and after, or watch the complete product walkthrough. Every video is captioned for silent playback and uses illustrative sample records.
Follow a service-business owner from the jobsite through proposal creation, customer approval, and the connected invoice.
Try the interactive workflowSee the FormEsque workspace handle a proposal, branded document settings, secure signing, and invoice creation.
Compare a fragmented document process with one organized proposal-to-invoice record.
A concise overview of the move from separate proposal, signature, and invoice tools into FormEsque.
Try the workflow
Select any step or use Continue to see what changes as the same sample job moves from preparation to a confirmed payment record.
Customer details, scope, line items, taxes, and deposit requirements stay on one job.
Avery Morgan · 218 Brookline Way
Payment accuracy matters: Online customer checkout is rolling out to approved Standard + Payments workspaces. Every workspace can continue recording confirmed payments manually.
Two focused experiences
The two sides share one authorized job record, but they do not share the same interface or level of access.
Staff workspace
Authorized team members manage the documents, decisions, status, and company workflow behind the scenes.
Edit the customer, scope, quantities, pricing, terms, and revision history inside the authorized workspace.
Deliver the intended customer page and see whether the proposal is awaiting review, needs changes, or is signed.
Carry signed descriptions, quantities, and pricing forward, then record payments only after they are confirmed.
Customer experience
The customer receives a purpose-built page for the specific proposal or invoice action the company sent.
Review the proposal from a private link without navigating the staff workspace or creating an account for proposal review.
Accept and sign when ready, or request changes or decline with a reason the team can act on.
Open a dedicated invoice page and PDF after approval, without exposing any unrelated company or customer records.
What this demo proves
A connected record makes the handoffs easier to understand, reduces avoidable re-entry, and keeps payment status honest.
The customer, proposal, decisions, signature record, invoice, and payment history stay attached to the same workflow.
Approved descriptions, quantities, and pricing can move into the invoice instead of being rebuilt after signing.
The customer gets the action they need while staff keeps company controls, internal context, and workflow status.
A required deposit is not treated as received. The record changes only when the team confirms an actual payment.
Inside the sample proposal
These are the same illustrative items shown in the demo. Once approved, their descriptions, quantities, and amounts remain the source for invoice preparation.
Proposal #1048
Avery Morgan · Illustrative record
| Description | Quantity | Amount |
|---|---|---|
| Kitchen cabinet refinishing | 1 | $2,400 |
| Hardware installation | 18 | $450 |
Live walkthrough
Tell us what your team prepares, sends, signs, and invoices. We’ll focus the conversation on your actual workflow rather than a generic feature tour.
Prefer to explore independently?
Review the complete productRequest your demo
Share enough context for a useful conversation. Do not include confidential customer information or upload documents here.
Ready to begin?
Request a workflow-fit conversation or compare the published plans first.
