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Last Edited Time
Jun 25, 2025 09:35 PM
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Squarespace
invoicing management
document management
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AI summary
Send professional proposals, estimates, and contracts directly through Squarespace using customizable templates. Clients can review and accept documents via email, and you can manage and edit documents even after sending them, ensuring consistent branding throughout. Available on various Squarespace plans.
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How to Send Proposals and Invoices Through Squarespace
TL;DR: Key Points
- Send proposals, estimates, and contracts directly in Squarespace
- Customise documents with pre-formatted templates and branding options
- Squarespace Commerce Invoicing works on most plan types
- Clients can review and accept documents via email links
- Templates and styles help keep everything consistent with your brand
Communicating with Clients Through Squarespace
If you run ongoing projects or offer custom products, you need a way to send professional, branded proposals, estimates, and contracts. Squarespace handles this through its Projects panel, which makes client communication much smoother.
Getting Access to This Feature
You'll find Squarespace Commerce Invoicing on these plans: Basic, Core, Plus, Advanced, Business, Commerce Basic, and Commerce Advanced. If you're not sure which plan you're on, check your billing section in your account settings.
Creating Your Documents
Start by setting up a project in your Squarespace dashboard. Make sure your business information is correct, especially your reply-to email address (clients will see this when they receive your documents).
Go to the 'Documents' section of your project and click the plus (+) icon to add a new document. Pick between a proposal, estimate, or contract based on what you need. Replace the placeholder text and images with your own content. The templates give you a solid starting point, so you're not staring at a blank page.
You can add, remove, or rearrange sections like acceptance boxes, card elements, image banners, or text areas. The editor gives you plenty of options to customise everything.
Styling Your Documents
Click the Styles tab in the document editor to choose your layout, fonts, and colours. You can match your site's current theme or create custom styles to keep everything consistent across your client communications.
Syncing your site's font styles to the document keeps your brand looking professional. Pay attention to the Acceptance Section (this is where clients formally accept your terms, making the document legally binding). Remember though, these templates don't replace proper legal advice.
Sending and Managing Documents
To send a finished document, click 'Send', customise the email message, and hit send. Your client gets it via the email linked to the project, and you can track when they've viewed it.
You can still edit documents after sending them, as long as the client hasn't accepted yet. Just make your changes and resend. If you need to send the same document to multiple clients, you can duplicate it instead of starting over.
Pixelhaze Tip: Always customise your templates to match your brand's personality. This improves the client experience and makes your business look more professional and consistent.
FAQs
Can I send documents to clients on all Squarespace plans?
You can send documents on Basic, Core, Plus, Advanced, Business, Commerce Basic, and Commerce Advanced plans.
Can I customise the layout and design of the documents I send to clients?
Yes! Use the Styles tab to adjust the document's layout, fonts, and colours to match your brand.
What should I do if a client doesn't accept a document?
Make your edits and resend the document. Your client will get a fresh link to the updated version for review and acceptance.
Jargon Buster
Squarespace Commerce Invoicing
A feature that lets you send branded proposals, estimates, and contracts directly to clients from your Squarespace site.
Templates
Pre-formatted document designs you can customise to match your business branding.
Styles tab
The section in the document editor where you change layout, fonts, and colours.
Acceptance Section
The part of a document where clients confirm they agree to your terms, making it legally binding.
Wrapping Up
Squarespace Commerce Invoicing handles everything from creating documents to sending and managing them. This keeps everything in one place, saves time, and helps maintain consistent branding. Using the templates and customisable styles means every communication looks professional and matches your business style.