Donizo Workflow

From voice notes to payment tracking—streamline your entire project lifecycle in one platform.

Voice to Proposal

Record your ideas and watch them transform into professional proposals instantly. No typing, no templates—just speak your thoughts.

Digital Signatures

Get client approval with secure e-signatures. Send, sign, and close deals faster than traditional paperwork.

Payment Tracking

Monitor every payment from quote to completion. See what's paid, pending, or overdue at a glance.

Why contractors choose Donizo

No more lost opportunities

Capture every detail in the field and convert to professional proposals instantly—never miss a quote again.

Faster payment cycles

Professional proposals, seamless acceptance, and automated invoicing mean clients pay faster and more reliably.

Mobile-first workflow

Work from anywhere with our mobile-optimized platform. Perfect for contractors always on the move.

All-in-one solution

Replace multiple tools with one integrated platform. Quotes, invoices, payments, and project management unified.

How it works

Four simple steps from initial capture to final payment

Voice to Proposal

Capture work with voice, text, and photos

Send Proposal

Professional PDF sent via email

Client Acceptance

E-signature approval and contract

Invoice & Payment

Automated billing and payment tracking


1

Voice to Proposal

Capture work with voice, text, and photos. Get a clean, client-ready quote instantly.

Multi-input capture

Voice, text, images for complete context

Line item generation

Clear descriptions, quantities, and unit prices

Client info extraction

Name, email, address captured from context


2

Send Proposal to Client

Professional, branded proposals delivered instantly via email with tracking and client portal access.

Branded PDF generation

Professional layouts with your logo and company details

Email delivery

Instant sending with delivery confirmation

Client portal access

Secure link for clients to view and interact with proposals


3

Client Accepts Proposal

Secure e-signature approval process that automatically triggers the next phase of your workflow.

E-signature integration

Legally binding electronic signatures with audit trail

Simple approval process

One-click acceptance with clear proposal status tracking

Contract generation

Signed proposals become binding contracts automatically


4

Invoice Management & Payment Tracking

Automated invoice generation from accepted proposals with comprehensive payment tracking and reporting.

Auto invoice creation

Convert accepted proposals to invoices in one click

Payment tracking

Monitor payments, due dates, and overdue amounts

Financial reporting

Track paid, due, and overdue amounts with clear metrics


Frequently Asked Questions

How long does the entire workflow take?

From voice capture to invoice creation takes under 5 minutes. Client acceptance depends on your client, but the automated flow speeds everything up.

Are the e-signatures legally binding?

Yes, our e-signature integration provides legally binding signatures with full audit trails and compliance.

Can I customize the proposal templates?

Yes, save your preferred formats, terms, tax rules, and branding for consistent professional proposals.

What happens if a client doesn't pay on time?

You can track overdue amounts and manage collections through the payment tracking dashboard.

Ready to streamline your workflow?

Join 2,000+ contractors using Donizo to capture work faster, send professional proposals, and get paid on time.

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