Templates & Integrations

Invoice Templates

Professional invoice templates designed to impress your clients. Fully customizable with your branding.

Proposal Templates

Win more business with compelling proposal templates:

• Web Design & Development Proposal
• Marketing Services Proposal
• Consulting Services Proposal
• Software Development Proposal
• Creative Services Proposal

Email Templates

Save time with pre-written email templates:

• Invoice sent notification
• Payment received thank you
• Payment reminder (friendly)
• Payment reminder (urgent)
• Proposal follow-up
• Welcome new client
• Project completion

Workflow Templates

Automate your business processes with pre-built workflows:

• New Client Onboarding: Automatically send welcome email, create first invoice, and set up recurring billing
• Overdue Invoice Follow-up: Send automated reminders at 7, 14, and 30 days past due
• Proposal to Project: When proposal is accepted, create project and send contract
• Monthly Recurring Billing: Generate and send invoices on the same day each month

Integrations

Connect Bill Hive with your favorite tools to streamline your workflow.

Custom Templates

Create your own custom templates to match your unique business needs:

• Customize invoice layouts with drag-and-drop editor
• Add your own fields and sections
• Save frequently used line items
• Create custom email templates with variables
• Build multi-step workflows
• Share templates with your team