What types of documents can I create?

Service agreements, warranties, invoices, proposals, contracts — any document your business needs. Templates support custom layouts and merge fields.

Can AI generate documents?

Yes — Joby's AI can draft documents based on context, templates, and your prompts. You review and edit before sending.

Yes — documents can be shared via the customer portal or sent directly via email link.

Documents Hub

Create document templates, generate PDFs, and use AI to draft professional documents — all stored and organized in your Documents Hub.

Documents Hub

Create reusable document templates with merge fields

Generate branded PDFs from templates automatically

AI-powered document drafting for contracts and agreements

Store and organize all documents per organization

Attach documents to leads and estimates

Version control for template updates

Download or share documents with customers

Supports service agreements, warranties, invoices, and more

Templates

Create reusable templates with dynamic merge fields.

PDF Generation

Auto-generate branded PDFs from any template.

AI Drafting

Use AI to draft documents from context and prompts.

Organization

Organize documents by type, date, and association.

Attachments

Attach documents to leads, estimates, and customer profiles.

Sharing

Share documents via link, email, or customer portal.

Standardize your service agreements and ensure every customer receives professional, branded documents.

Generate documents on the spot using templates. No more manual editing for every customer.

Manage templates, update terms, and control which documents are available to the team.

Start your 14-day free trial. Credit card required.