🔍 What Are Documents in TalleFlow?
Documents in TalleFlow are dynamic, customizable assets you can send to clients or use internally. From proposals to contact forms, every document is built in our visual document editor — drag, drop, design.
Documents can be:
Shared directly with contacts via email
Tied to projects
Published to the client portal
Saved as templates
Embedded into your website
Templates vs Files in TalleFlow Documents
In TalleFlow, every document you work with is either a template or a file.
Templates are reusable blueprints. They’re your pre-designed layouts with branding, structure, and placeholders. You never send a template directly to a client — instead, you use it to create a new document.
Files are live, client-specific documents created from a template (or from scratch). Files can be sent, signed, paid, and tracked, and they live in the Files section of Documents.
Simple Rule:
Templates are for creating. Files are for sending.
The TalleFlow Document Builder
The Document Builder is where you design, customize, and finalize all your TalleFlow documents. Using a drag-and-drop interface, you can easily add text, images, buttons, invoices, forms, and more—no design experience needed.
Tools Panel (Left Sidebar) – Choose elements like text, images, headings, buttons, forms, or invoices and drag them onto your page.
Canvas (Main Area) – See your document come to life as you arrange and edit elements.
Properties Panel – Click on any element to adjust colors, fonts, spacing, and settings.
Smart Tags – Type “{” anywhere in your document to insert auto-filling details like your client’s name or your business contact info.
Preview Mode – Click the eye icon to see exactly how your document will appear to your client before you send it.
📚 Document Types You Can Create
Document Type | Best For |
Contact Forms | Capturing leads from your website |
Proposals | Pitching services with pricing |
Contracts | Sending legally binding agreements |
Brochures | Showcasing services, portfolios, or packages |
Questionnaires | Gathering info or onboarding clients |
Invoices | Billing and receiving payments |
Each type serves a different purpose — but they all work together to streamline your client flow.
🛠 How to Create a Document
Go to Documents > Create Document
Choose your document type
Choose to create a template or a file
Use our drag-and-drop builder to design your doc
Save it as a template or attach it to a project
Share, embed, or send it to a client
🔄 Connected to Projects & Contacts
Documents in TalleFlow are more than static files. They’re deeply integrated:
Link documents to specific projects
Track status (draft, sent, signed, paid, etc.)
Automate actions based on document completion (Coming Soon)
📈 Smart Features Across All Document Types
🔁 Reusable templates
💾 Auto-save and versioning
📬 Send via email or link
📲 Mobile responsive
📊 View open rates, signatures, payments
🧭 Learn More
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