Build and send multi-page documents, proposals, and brochures

TalleFlow documents include proposals, brochures, contracts, questionnaires, and invoices. After you send a file, you can still update it when clients have not yet acted on it, with guardrails that protect paid invoices and signed work.

1. Open the file from Documents or a Project.
2. Finish design, then use the share flow to email a link or copy a link.
3. First-time sends walk through the create steps; files you have already sent use Update & Share instead of the first-send stepper.

• Save and Exit – Stores draft edits without publishing or voiding signatures.
• Update & Share – Stays disabled until you change the document content (not just opening the editor). When content changed, it publishes the new pages, voids client signatures, and walks you through countersigning or Send without signing when appropriate.
• No-op click – If nothing changed since the last send, Update & Share does not void signatures or force a countersign.
• Anyone with the link – Saving visibility refreshes the copied link so it matches the document token URL.
• Custom email – Share stays available while you type; merge-tag preview refreshes only when you add or remove a tag.

💡 Rule of thumb: Save is quiet; Update & Share tells clients something important changed.

• Fully paid – Priced line totals cannot change on Save or Update & Share. The editor shows the exact reason if save is blocked.
• Partially paid – The invoice total cannot drop below what clients already paid.
• Editor – Priced fields lock in the invoice tool when payment has started.
• Payment plan banner – The amber re-send reminder appears only when some rows are paid and others are not.

• Delete – You can delete a sent file until someone signs or any invoice money is recorded.
• Card status – Invoice voids no longer show a Voided badge on document cards; internal finance state stays separate.
• Sharing step Save and Exit – You can save recipient or due-date changes on the sharing step without blocking on in-progress signatures.
• Invoice descriptions – Long package descriptions no longer freeze while typing; text sanitizes once when you leave the field. Names cap at 255 characters and descriptions at 2,000.

Downloading a proposal or brochure with multiple pages now captures every page in order.

• Owner export – Multi-page downloads no longer produce blank or missing sheets between contract and invoice pages.
• Long pages – Content that spans more than one printed sheet continues across PDF pages before the next document page starts.

• Dark or colored pages – Text automatically adjusts in the editor, previews, and viewers so copy stays readable on non-white backgrounds.
• Canva design block: insert a Canva page into your document in the editor. TalleFlow stores the image on your CDN instead of a live Canva URL. After you reconnect Canva, refresh each block's export by hand.
• Smart Tags – Owned invoice groups are labeled This Proposal's Invoice (or similar) so they are easy to tell apart in the picker.
• Brochure templates – After submission proposal settings copy from the template when you create a new brochure file.

Every brochure, proposal, contract, invoice, and questionnaire can carry an offer expiry clock that starts on the first successful send. Expiration is off by default until you turn it on in business or template settings.

• Business defaults – In Business Settings > Preferences, set global days (Off, 7, 14, 30, or custom) and optional per-type overrides.
• Templates – Template settings can default how many days after send a new file should expire.
• Per send – The share flow shows the resolved expiry and lets you override days for that send only.
• After expiry – Files move to Expired. Clients can still read them, but signing, paying, and questionnaire submit are blocked until you extend or reactivate.
• Staff controls – From the documents list, use Expire now, Extend, or Reactivate on in-progress offers.
• Team reminder – In Business Settings > Alerts & Reminders > System Reminders, turn on Before document expires to email your team one day before a sent file expires (off by default).
• Contract due date – The old contract due-date picker and its system reminders are retired in favor of offer expiration.

💡 Rule of thumb: Reminder sends do not reset the offer clock; a fresh send does.

You can link a Brochure Packages block on one page to a single Invoice page in the same file.

1. In the editor, bind the packages block to the invoice page, then send to one contact.
2. The client confirms package choices in the portal Cart; TalleFlow builds the linked invoice in the background.
3. Sign and Pay stay closed until that invoice is ready.

• Manual invoices – Files without a brochure link keep the usual line-item invoice flow.
• Package picker – Brochure and invoice tools now load your catalog on first open, and invoice-plus-brochure files show the brochure selector reliably.

When you resend a changed contract with a link only (no email), confirm with Create new link version so staff know a fresh link replaces the prior one.

Document share messages use your send-ready sender domain unless you choose a connected Gmail or Outlook mailbox for that send. Customize the message body in System Emails templates; customize the From address by verifying your domain or picking a connected inbox.

• Access – Who can view or sign.
• Theme – Colors and branding for the file.
• Thank you screen – Shown after submit on types that support it (not on custom-only files).
• After submission – Brochure-only options such as creating a proposal draft.

• Send from your verified domain (transactional email and campaigns)
• System Emails
• System Reminders – pre-expiry alerts for your team