One complete proposal-to-invoice workflow. Two clear plans.
Standard is $49/month. Standard + Payments is $59/month and adds online checkout after activation. New workspaces begin with a guided workflow review and client onboarding.
Online checkout is activated only after approval. Stripe's normal processing fees apply once activated.
New workspaces launch through guided setup. Standard is available with manual payment recording; online customer checkout is rolling out separately to approved Standard + Payments workspaces.
Product availability
Know what is live before you plan the workflow.
FormEsque separates the core document workflow from Stripe-powered client payment collection, so each workspace pays only for the capability it uses.
CapabilityStatusWhat that means
Proposal creation, sending, revisions, and customer decisionsLive todayUse inside an authenticated company workspace.
Documented proposal signatures and retained signing historyLive todayAvailable in supported configured workflows.
Signed-proposal invoice creation, invoice email, private page, and PDFLive todayAuthorized staff review and send the invoice.
Manual deposit and payment recordsLive todayAvailable on Standard and Standard + Payments.
Stripe-powered customer invoice checkoutRolling outAvailable only after a Standard + Payments workspace is approved and activated.
Workspace subscription managementGuided setupThe FormEsque team confirms plan activation during workspace setup.
Reviewed document configuration
Review your documents for a configured workflow.
Bring a safe source document to a walkthrough. FormEsque confirms supported fields, rendering, calculations, branding, and customer steps before configuring and validating the workflow.
Both plans keep the proposal, signature, invoice, and payment record attached to one customer job.
Source document review
A PDF or DOCX may be uploaded as private reference material. Uploading does not automatically render, convert, or map it into an editable template.
Configured document setup
After review, FormEsque configures supported repeated fields and validates the resulting workflow with your team before use.
One connected customer record
How a customer workflow moves
Each stage stays attached to the same customer job, so approved details keep moving instead of being entered again in another tool.
01
Create
Prepare the customer proposal
02
Send
Deliver a secure review link
03
Sign
Collect a documented signature
04
Convert
Build the invoice from approved work
05
Invoice
Send the invoice to the customer
06
Payment
Record payment; add online checkout after activation
Proposal and invoice software
Everything stays connected to the customer job.
FormEsque focuses on the document workflow between your business and your customer rather than scheduling, dispatching or payroll.
Proposal creation
Prepare polished proposals from the documents your business already uses.
Documented signatures
Give customers a mobile-friendly review and signing experience with signature audit records.
Proposal-to-invoice conversion
Carry approved descriptions, quantities and pricing into the invoice workflow.
Invoice sending
Deliver invoices by email with a secure customer page and PDF copy.
Deposits and final payments
Keep required deposits separate from money actually received, then record payment manually or collect it through Stripe.
Status tracking
See whether each proposal, signature and invoice is waiting, completed or paid.
Reviewed document configuration
Use source documents to guide supported, tested company workflows after a product review.
Secure document storage
Keep proposals, signed records and invoices inside the authenticated company workspace.
Mobile signing
Let customers review and sign from a phone, tablet or computer.
Company branding
Use your company identity across the customer-facing document workflow.
Payment synchronization
Verified Stripe events update payment history and invoice balances without trusting browser redirects.
Documented electronic signatures
Customer signature flows retain the signed document record, timestamps, and signature audit history connected to the authorized company workspace.
Workspace-scoped document storage
Company records are stored inside authenticated organization, company, workspace and pipeline boundaries. Signed legal records are archived instead of being normally erased.
Pricing FAQ
Questions before you start
What is included in Standard?
Standard costs $49 per workspace each month and includes proposals, contracts, electronic signatures, invoices, templates, customer management, team functionality, document storage, and manual payment recording.
What does Standard + Payments add?
Standard + Payments is the $59 monthly plan for workspaces approved for the online-payment rollout. It adds guided Stripe connection, secure invoice checkout, payment synchronization, receipts, and refund or dispute visibility after activation.
Is online customer payment checkout live?
Online customer checkout is rolling out to approved Standard + Payments workspaces. Every workspace can continue recording confirmed payments manually.
Can I use my existing proposal templates?
Yes, as source material for a guided setup. FormEsque reviews the format, fields, layout, calculations, and customer handoffs before configuring and validating a supported workflow. Uploading a file alone does not convert it.
What happens during document configuration?
A source document is reviewed to confirm supported fields, rendering, calculations, branding, customer actions, signature requirements, and invoice handoffs. Only a configured and validated workflow is activated for production use.
Can I collect deposits and final payments?
Both plans let authorized team members record confirmed deposits and final payments manually. Online customer checkout is added only after a Standard + Payments workspace is approved and activated.
Are payment-processing fees included?
No. Standard + Payments costs $59/month, while Stripe's normal card-processing fees apply separately to client payments. FormEsque does not add an application fee at launch.
Can customers sign from their phones?
Yes. Customer review and documented electronic-signature pages are designed for phones, tablets and desktop browsers.
Can I convert a signed proposal into an invoice?
Yes. FormEsque can create an invoice from the locked signed proposal so approved descriptions, quantities and pricing remain connected to the customer job.
Can I change or cancel my plan?
Yes. The FormEsque team confirms plan changes during the guided rollout. Self-service subscription management becomes available after production billing is activated for the workspace.
Does FormEsque store signed documents?
Yes. Signed document records and signature audit history are retained in the authorized company workspace and are archived rather than normally deleted.
Can I customize my company branding?
Yes. Company branding is included and is carried into supported customer-facing workflows.
Is FormEsque designed for contractors and service businesses?
Yes. FormEsque is useful for contractors and service businesses that move from proposal or estimate to signature, invoice and payment status without needing a full scheduling or payroll platform.
Start with FormEsque
Choose Standard or add Stripe-powered client payments.
Use your existing business documents and keep the complete customer workflow connected. Upgrade the same workspace subscription whenever you are ready to collect card payments.