Fill documents with your business data
Use names, dates, quantities, and prices from your records to fill documents automatically.
Documents
Create branded documents and slide decks in Enobase
Your brand guidelines in every document
Quotes, invoices and presentations can be created directly in Enobase. Your website, visual assets and existing guidelines form a brand guide that supplies the colors, fonts, images and layout rules for new documents. Design the document in the editor, or ask the AI assistant to write the content and arrange the layout.
Work together from the first draft to the final version
Your team can edit the same document at the same time and see changes live. Source information, review tasks and edit history stay together, so everyone can follow progress without sending files back and forth.
Use the latest details from your client
Update event details from a client email before preparing the revised proposal.
Ready for review or sending
See which sections are complete and what still needs checking before sending.
Document edit history
The edit history shows how the document has changed over time.
Keep related documents together
Find proposals, invoices, and supporting documents together on the same event or project.
Turn your business data into documents that follow your brand
Reusable templates contain your brand’s layout for quotes, invoices and presentations. Enobase fills them with the relevant client, event or project data. The styling stays consistent while names, dates, quantities and prices change for each document.
Deposit and remaining balance
The deposit and remaining balance appear alongside the quote’s total amount.
Create internal documents from the same data
Generate a kitchen prep sheet using the menu and quantities from the event.
Assign the final checks to your team
Assign a review task with an owner and deadline before sending the document.
Ask AI about your documents
Ask a question and get an answer based on the relevant document.
Reuse your template for each new client
Create each proposal from your template, with the right client and event details.
Send documents for electronic signature
A quote or proposal can be sent for signature directly from Enobase. Its status and signed copy remain with the client, event or project, alongside the rest of the work.
Signature status
Check whether your client has signed without searching through emails or separate files.
Automate the steps to request a signature
Generate the PDF, email it to your client, and track the signature request.
How teams create their documents in Enobase
Hear how teams prepare client proposals and internal presentations using their own data and branding.
Create everyday documents in your own style
Create client proposals, invoices, and team presentations with consistent branding, directly in Enobase.
Questions about Documents
The editor supports branded quotes, invoices, proposals and presentations for clients or your own team. Documents can have pages or slides, with custom text, images and layouts. Colleagues can edit together, and the AI assistant can help write and design the content.
See how you can create documents in Enobase
In a 30-minute demo, explore the editor, branded templates, and AI assistant. Bring an example of a document your team creates regularly.
