Finish this page and you should know who owns what, how work enters, how a document goes out, and what happens after they say yes. That is total control: nothing important should feel hidden.
[Dashboard-view] A workspace is the box that holds companies, clients, documents, templates, and integrations. You sign in once. Everything below lives in that box.
The pieces
| Piece | You control | Typical place |
|---|---|---|
| Workspace | Name, members, plan, defaults | Settings |
| Company | Brand, letterhead, contacts | Companies |
| Client | Who the doc is for | Clients: or CRM / CSV / webhook |
| Document | Blocks, price, share link | Documents → builder |
| Template / section | Reuse | Templates, Sections |
| Integration | Mail, CRM, pay, alerts, intake | Integrations |
| Share link | What the client opens | Share (/p/…) |
One workspace can have several companies (plan cap). Each document picks one company (the brand) and one client (the person).
How work enters (intake)
You do not have to type every client by hand.
| Path | Plan | What you get | Guide |
|---|---|---|---|
| New client or document Settings | All | One contact | Add clients |
| CSV import | All | A list | Import and export |
| Google Contacts | All | Pick contacts | CRM and contacts |
| HubSpot, Pipedrive, Salesforce, Zoho CRM | All | Pull sync (+ optional push) | CRM and contacts |
| Website / WordPress form | Team+ | Client + draft from a template | WordPress and webhooks |
| Incoming webhook (Zapier, Make, n8n, your script, a chat agent) | Team+ | Same: human still sends | WordPress and webhooks |
| Draft with AI | All (needs an AI key) | A starting document | AI |
Nothing on those paths auto-sends. You preview and Share.
How a document goes out
Brand (company) + client + blocks
→ Preview (Website / Document / Mobile)
→ Share on (public link)
→ Copy link or Send from your mailbox
→ Watch views, alerts, reminders
Mailbox is optional. Payments are optional. Signing providers are optional. The link is the product.
What happens after they act
| They… | InProQu can… |
|---|---|
| View | Alert you (in-app, email, Slack / Telegram / Teams / …) |
| Accept | Thank-you email; optional calendar event; optional project task; checkout still available |
| Sign | Built-in evidence, or Dropbox Sign marks accepted |
| Pay | Remaining balance / paid in full; optional auto-ack receipt |
| You convert | Proposal → invoice → acknowledgement |
Details: Convert · After accept hooks
Where to look when you want control
| I want to… | Go here |
|---|---|
| Change default currency, tax, reminder days | Settings → Documents |
| Change how emails sound | Settings → Email templates |
| Stop pings on one job | Share → Mute alerts |
| Import clients | Clients, or Integrations → CRM / CSV / Contacts |
| Automate intake | Integrations → Incoming Webhooks (Team+) |
| Get paid on the link | Integrations → payments, then How to pay |
| Book a call on the link | Integrations → Calendly / Cal.com / Google Calendar |
| See who opened it | Alerts + document activity |
| Invite an editor | Settings → Members |
| Use the phone | Companion app: layout stays on desktop |
Next: Integrations. How they work and the full integrations index.