Overview
You can create a document directly from TCB without setting up a Client or Project beforehand. The system guides you through everything in the document creation flow — selecting or creating a project, linking or adding a client, and choosing the document type. Once those are set, TCB pulls your data and loads a smart template ready to use.
Step by step
Click New Document from anywhere in the app.
Select a Project — choose an existing one or create a new one on the spot. TCB loads the scope of work for that service type automatically.
Select a Client — choose an existing client or add a new one in the same flow.
Select a Document Type (Proposal, Contract, Invoice, Welcome Letter, Report, or Brand Manual). TCB loads a smart template filled with data from your project and client.
Inside the Document Builder, review the live preview and personalize the document — tweak details, adjust content, or override any field as needed.
Click Export as PDF to download your client-ready document.
Creating a document based on an existing one
You can also create a new document based on a previous document from the same project. This is one of the core features of The Creators Base — your past work becomes the foundation for future documents, keeping everything consistent and saving you time.
For example, after a Proposal is accepted, you can create a Contract that automatically pulls the scope, pricing, and deliverables from that Proposal — no copy-pasting required.
What document types are available?
Proposal — scope, deliverables, and pricing for a new project
Contract — formal agreement between you and your client
Invoice — billing document with payment tracking
Welcome Letter — onboarding message sent when a project starts
Report — progress or results update for an ongoing project
Brand Manual — brand guidelines and usage rules document
Which documents require an Active project?
When a project is in Pipeline (the initial state before you start working), only Proposals and Contracts can be created. These are the tools you need during the negotiation phase.
To create Invoices, Welcome Letters, Reports, or Brand Manuals, you need to activate the project first. If you try to select one of these types in a Pipeline project, TCB will prompt you to activate the project.
Read Understanding project states for more details on how this works.
Tips
You do not need to set up Clients or Projects in advance — it can all be done during document creation.
Make sure your Service Types are configured in Settings for the most relevant content structure.
You can create multiple documents per project — one of each type if needed.
All documents are linked to the project and client, so nothing gets lost.
TCB will suggest the next document type based on what already exists in the project.