FlotickFlotickFlotickFlotick
    Solutions
    Solutions
    Pricing
    Pricing
    Docs
    Docs
    Free Tools
    Free Tools
    More
    More
    Sign inStart free
    Start free
    1. Home
    2. Features
    3. Documents
    Features / Documents

    Keep client documents connected to delivery.

    Prepare and share commercial or handoff documents and record client decisions.

    Start free

    Up to 5 members and 5 active projects on Free.

    Two versions of a document sit beside one selected reference document and a review marker, with a colleague making the choice.
    Illustrative artwork · An example workflow, not a product screenshot.

    Short answer. Prepare and share commercial or handoff documents and record client decisions.

    Prepare a document

    Create a quotation, contract, welcome document, or handoff document from available templates. Document quotas and features depend on plan.

    Share and collect a decision

    Share a document through its supported client flow. The product records client decisions and signatures where that workflow is enabled.

    Keep a record

    Link relevant documents to the client engagement so the team can find the agreed context during delivery.

    Related pages

    • Documents guideRead the product documentation.
    • All featuresExplore the product workflow.
    • PricingReview current plan limits.

    Questions this page answers

    Scope, access, and setup details to help you decide.

    Can't find what you're looking for? Contact us

    A friendly specialist organizes a question bubble and a clear answer bubble beside a small shared folder, with no call-center headset.

    Try it on a real client

    Start on the Free plan, or book a demo if you want to walk a lead through to a project.

    Start freeSee pricing

    Keep client work moving with less chasing.

    Keep client commitments connected to the work that delivers them.

    Start free
    FlotickFlotick

    Flotick helps agencies and freelancers manage leads, deliver client projects and share updates in one workspace.

    A product by Nxtinger

    Product

    • Features
    • CRM
    • Client portal
    • Lead management
    • Solutions
    • Pricing
    • Security
    • Book a Demo
    • Documentation

    Company

    • About
    • Contact
    • Blog

    Resources

    • Free Tools
    • Resources
    • Product tour
    • Templates
    • Glossary
    • Use cases
    • FAQ
    • Compare
    • Changelog
    • Refer & Earn

    Ask AI

    Summarize Flotick

    ChatGPTPerplexity AIClaudeGemini

    © 2026 Flotick by Nxtinger. All rights reserved.

    PrivacyTermsCookiesDPASubprocessors
    FlotickFlotickFlotick