Paperwork that moves itself forward
Chain documents and signatures: create the estimate, send it, wait for the signature, create the contract and the invoice — automatically.
What you get with the workflow automation
Recipes
Start from Estimate → Contract → Invoice or New client welcome.
Signature-aware
Steps wait until the client signs, then continue.
Project-based
Files land in the project and go to the project’s client.
Notifications
Get notified when each step completes.
Custom steps
Create documents, designs, delays and notifications in any order.
Run history
See every run, step and file it created.
Why it is better together
The workflow automation is not a separate product with its own login and its own export step. It lives inside the same DonForge file as your designs, documents, photos, PDFs and signature requests. A contractor can write an estimate, design a matching flyer, add before-and-after photos and send the estimate for signature — all from one file that the client sees through one link.
That matters because small businesses lose time and money moving files between apps. Every export and re-upload is a chance for the wrong version to go out. With DonForge, the latest version is always the one in the file, autosaved and versioned, so you can restore any earlier draft.
How to get started
- Pick a workflow recipe.
- Choose a project with a client email.
- Start the run.
- Watch it move as the client signs.
Who uses the workflow automation
- Contractors run estimate → contract → invoice on every job.
- Firms run engagement letter → onboarding checklist → invoice.
- Promoters run booking quote → performance agreement → event flyer.
- Agencies run proposal → contract → kickoff deck.
Templates are ready for plumbers, HVAC companies, real estate agents, law firms, salons and rap artists — plus 14 more industries.
Questions about the workflow automation
Is the workflow automation free to use?
Yes. The workflow automation is included on the Free plan. Paid plans remove watermarks, raise limits and add more AI credits.
Does the workflow automation work on phones and tablets?
Yes. DonForge runs in any modern browser and adapts its panels for phones and tablets. It also installs as a desktop or mobile app.
Can I use my own branding?
Yes. Save your logo, colors and fonts in the brand kit and apply them everywhere with one click.