The FormEsque product
Build the proposal, capture the customer decision, retain the signature record, create the invoice from approved work, and record confirmed payment status without starting over in another system.
Connected capabilities
Each stage has the focused tools it needs while the customer, scope, document history, and authorized workspace remain connected.
Prepare customer details, scope, line items, quantities, taxes, discounts, deposit requirements, and company terms in one job record.
Source documents guide the reviewed configuration.
Deliver a secure proposal page where the customer can review the work, accept it, request changes, or decline with a reason.
No customer account is required for proposal review.
Keep signer details, consent evidence, timestamps, the signed document, and signature history attached to the authorized customer job.
Designed for phone, tablet, and desktop review.
Carry descriptions, quantities, and approved pricing forward from the locked signed proposal instead of rebuilding the invoice by hand.
The accepted scope remains the source record.
Send the customer an invoice email with a private invoice page and PDF copy while your team tracks delivery and status.
Proposal and invoice actions use separate scoped links.
Keep the amount required separate from money actually received, then record confirmed deposits and final payments against the invoice.
Online customer checkout is rolling out to approved Standard + Payments workspaces. Every workspace can continue recording confirmed payments manually.
Product walkthrough
See a service business build and brand a proposal, send it for customer review, collect the signature, and carry the approved information into the final invoice.
How FormEsque works
Your team keeps the complete job context. The customer sees only the focused proposal, signature, or invoice action in front of them.
Enter customer details, scope, line items, quantities, taxes, discounts, deposit requirements, and company terms.
Nothing is public until the proposal is intentionally sent.
The draft, customer, pricing, and document version stay connected.
Send the proposal to the intended customer and track its delivery and review status.
Open the scoped review link without creating a FormEsque account.
The sent proposal becomes the customer-facing version for that review cycle.
See whether the customer accepted, requested changes, declined, or completed the signature step.
Review the scope, choose an available response, and sign when ready.
Consent evidence, signer details, timestamps, and the signed document remain attached to the job.
Create the invoice from the locked signed proposal, review it, and send it to the customer.
Receive a separate secure invoice page and PDF copy after the work is approved.
Approved descriptions, quantities, and pricing move forward from the signed source.
Record a confirmed deposit or final payment with the amount, method, date, and reference available to the team.
Online customer checkout is rolling out to approved Standard + Payments workspaces. Every workspace can continue recording confirmed payments manually.
Required deposits remain separate from payments actually received.
Bring a safe proposal, agreement, contract, or invoice to a workflow review. FormEsque confirms which fields, calculations, signature steps, branding, and layout can be supported before configuration.
Discuss your documentsSource document review
A source file can be uploaded privately for review. Uploading does not automatically convert, render, or map the document.
Configured setup
After review, supported customer, job, pricing, tax, deposit, and company fields can be configured and validated for the approved workflow.
Operate with context
Revisions, team permissions, company presentation, and document history are part of the working record, not separate cleanup tasks.
Keep the original, customer response, requested changes, and current revision together instead of replacing the earlier version.
See proposal delivery, customer action, signature, invoice, and payment-record events without searching multiple systems.
Owners, admins, managers, sales, employees, and viewers work within their authorized company and workspace permissions.
Carry supported logos, colors, numbering, document language, tax settings, and deposit rules into the customer workflow.
Published plan options
Review the published monthly plans, then request a workflow-fit demo before company configuration and access. Automated self-service enrollment is not currently offered.
Client card-payment collection is not included. Ask to add the Payments plan when online checkout is available for your workspace.
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. FormEsque currently supports recording payments confirmed by your team.
Move one customer job forward
Start with the documents your company already uses and keep proposal, signature, invoice, and confirmed payment status together.
