Features That Power
YourBiz

Quick and easy to set up for most small businesses. Start fresh or import your existing data. All the features you need without the bloat of enterprise software.

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Shared Core Features

Powerful tools that work across estimates, invoices, and payments, ensuring every document stays professional and on-brand.

  • All the Documents You Need
  • Simple Conversions
  • Digital Signature (E-Sign)
  • Business Logo
  • Customizable Template
  • Flexible Document Options

All the Documents You Need

Create as many estimates, invoices, and payments as your business needs. Generous limits that grow with you.

Simple Conversions

Convert documents from one type to another with just a few clicks. All details carry over automatically.

Digital Signature

Share documents via link or QR code and get approval in seconds. No printing necessary.

Business Logo

Upload your logo to brand every document. Keep estimates and invoices instantly recognizable.

Customizable Templates

Tailor your documents with your own branding and signature preferences.

Flexible Options

Adjust Terms & Conditions and signature requirements to suit your business needs.

All-in-One

Everything Included

Every plan comes with the full suite of features. No tiers, no upsells, no surprises.

Shared Core Features

  • All the Documents You Need
  • Simple Conversions
  • Digital Signature (E-Sign)
  • Business Logo
  • Customizable Template
  • Flexible Document Options

Estimates

  • Tax Made Simple
  • Flexible Discounts
  • Duplicate Estimates
  • Custom Notes
  • Internal Team Notes
  • Expiration Date

Invoices

  • Track Invoice Status
  • Set Payment Deadlines
  • Flexible Payment Choices Coming Soon
  • Accept Split Payments
  • Late Payment Management Coming Soon
  • Invoice History Log

Payments

  • Simple Tax Handling
  • Partial Payments Coming Soon
  • Refund Management
  • Payment History

Clients

  • Multiple Contacts
  • Tax Exempt Status Coming Soon
  • Notes
  • Payment Terms Coming Soon
  • Timeline View

Reports

  • Sales Tax Liability
  • Daily Sales Total
  • Sold Items
  • User Time Clock

Users & Permissions

  • Roles & Permissions
  • Invite & Remove Users
  • Time Clock
  • Activity Log Coming Soon

Custom Forms

  • Multiple Field Types
  • Shareable Form Links
  • Submission Management
  • Email Notifications Coming Soon
  • Custom Branding

FAQ

Frequently asked questions

Can't find what you're looking for? Send us a message.

Are there limits on how many documents I can create?

Our plans are designed with generous limits that comfortably cover normal business use. If your business grows beyond typical usage, we will work with you on a custom plan. You will always be notified well in advance.

Do estimates and invoices share the same professional templates?

Yes. The same polished template applies across all your estimates and invoices, ensuring a consistent and professional look.

How do I take payments?

You're free to accept payments in whatever way works best for your business. While we don't currently process payments directly, you can include clear payment instructions on your invoices for clients to follow.

What if there is a feature YourBiz doesn't have that I want?

If you'd like to request a new feature, simply log in and use the built-in support system to submit your request. We actively review feedback to guide future improvements.

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