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Documents

Every business document, in one place.

A document editor for small business that also does sheets, slides and e-signatures. Write the proposal, get the contract signed, and keep every file linked to the client and project it belongs to.

Start free

Free plan, no card needed. Or book a demo.

Your library

Every file, where you expect it.

Folders, search and filters by type, project and status, with a details panel that shows who the file is for, who has signed and when it changed. Documents stay connected across startbuddi without duplicate uploads.

  • My files, Shared with me, Recent, Starred, Sign and Trash
  • Filter by Proposal, Contract, Meeting notes, SOP, Report and more
  • Upload Word, sheet, slide and image files
The editor

Write together, in the same doc.

Type / to add a heading, a list, a table or a to-do. Your team edits at the same time with live cursors, leaves comments on the exact words, and every save is kept as a version you can go back to.

  • Slash commands, tables, images and to-do lists
  • Comments on selected text, with replies and resolve
  • Version history: restore any saved version
Templates

Start from a polished file, then make it yours.

The template gallery has 15 ready-made agreements and proposals, from an NDA to a monthly retainer, plus starters for knowledge bases and content calendars. Save your own as workspace templates.

  • Service Agreement, Freelance Contract, NDA, Project Proposal and more
  • Photography, brand design, website and social media contracts
  • Variables that fill in automatically, or that the other party fills in
eSign

Send it, get it signed, move on.

Add signers, drag signature, initials, date and text fields onto the page, and send. The document locks while it is out for signature, and you can remind anyone who has not signed yet.

  • Signers, viewers and approvers
  • Drag-and-drop signature fields
  • Track everything waiting on a signature in Sign
Sheets & decks

Sheets and slides, without another app.

Next to docs, create a startbuddi Sheet with formulas and multiple tabs, a Deck with speaker notes and presentation mode, or a resume and portfolio you can restyle without rewriting.

  • Sheets: formulas, currency formats and dropdown cells
  • Decks: slide layouts, speaker notes, Presentation mode
  • Ask Chip inside docs, sheets and decks
What comes next

From draft to signed to linked.

A document does not sit alone in a folder. It follows the client and the work.

A blank page
  1. Write the proposal

    From a template, with Chip's help.

    TemplateChip
  2. Share a link

    The client can view or comment.

    Share link
  3. Get it signed

    eSign with fields and reminders.

    eSign
  4. Link it

    To a project, contact, task or booking.

    ProjectContact
Signed and on the record
Works with everything

Work talks to the rest of your business.

Everything below shows up on the client's record on its own, so you never piece the story together by hand.

WorkLink files to projects and tasks
CRMLink documents to contacts and clients
WorkShare documents and contracts in client portals
WorkOne record per client
SitesLink documents to bookings
PeopleInvite teammates as editors or viewers
Chip AIChip writes, reviews and summarises
Chip AI

Ask Chip. It already knows your work.

Chip works from your own records, so the answer comes with names, amounts and dates, and a next step you can take in one click.

Meet Chip
Plans

Which plans include Documents?

Documents are on every plan. Free includes 3 documents; every paid plan is unlimited.

  • FreeIncluded, free forever
  • StarterIncluded, 30-day trial
  • GrowthIncluded, 30-day trial
  • ScaleIncluded, 30-day trial
For agencies

Win the pitch. Bill the work.

Proposals, projects and invoices for every client, without four tools in between.

Questions about Documents

Do you have free contract templates for freelancers?
Yes. There are 15, including a Freelance Contract, Service Agreement, NDA, Consulting Agreement and Monthly Retainer Agreement.
Can I send a proposal and get it signed online?
Yes. Write it, add signers and signature fields, and send. You can remind anyone who has not signed.
Can I share a document link with a client for comments?
Yes. Share a link that lets anyone view, comment or edit, or keep it to signed-in workspace members.
Can I download my documents?
Yes, as a Word-compatible file, or as the original file if you uploaded it. Sheets and Web Docs have their own download.
Are docs, sheets and slides all in one app?
Yes. Docs, sheets, decks, web docs, contracts and e-signatures all live in Documents.

Every document your business needs. One place.

Write it, share it, get it signed, and keep it with the client. Start free.

Start free
Or book a demo and we'll set it up with you.