All Plans

Documents

Create, manage, and auto-generate professional documents directly inside your CRM — no switching tools.

What it does

Documents lets you build and store professional documents — proposals, contracts, invoices, onboarding packs — right inside Feather, linked directly to the contacts they belong to. No more hunting through Google Drive or emailing files back and forth.

On Builder and Pro plans, documents can be auto-generated the moment a contact reaches a specific pipeline stage. Close a deal, trigger a contract. Move a lead to "Proposal" — the document is already waiting.

Plan limits at a glance
Essentials
4 templates
12 docs/week
Manual only
Builder
15 templates
100 docs/week
+ Auto-generate
Pro
Unlimited templates
Unlimited docs
+ Auto-generate

Documents

Proposal — Acme Corp
Proposal
Sent
Service Agreement — TechStart
Contract
Draft
Invoice #0042 — Design Co
Invoice
Signed
✦ Auto-generated when contact reached "Proposal" stage

UI examples shown are illustrative only and may not reflect the exact appearance of the live application.

Your choice of complexity

Use it simply, or unlock advanced features. No pressure either way.

Keep it simple

How simple it can be

Create documents manually from saved templates
Store documents on a contact's record
Use 4 built-in templates on the free plan
Create up to 12 documents per week on Essentials
Go advanced

How advanced it can be

Auto-generate documents when a contact moves pipeline stages
Access 15 templates on Builder, unlimited on Pro
Create up to 100 documents/week on Builder, unlimited on Pro
Trigger document creation as part of your deal or onboarding flow

Who would use this

Freelancers sending proposals and invoices
Sales teams generating contracts at deal close
Service businesses onboarding new clients
Consultants delivering scoped work agreements
Anyone who sends the same document type repeatedly

Ready to try it?

Start for free and explore this capability in your own workspace.