Overview
Creating a document in TCB takes less than a minute once you have a Client and Project set up. Here's the fastest path from zero to a client-ready document.
Step-by-step
Open your Project.
Click New Document.
Select a Document Type (Proposal, Contract, Welcome Letter, Report, or Brand Manual).
Select the Service Type that applies to this document (e.g. Branding, Social Media).
TCB applies the built-in rules and loads a live preview automatically.
Review the preview, make any adjustments needed.
Click Export as PDF to download your client-ready document.
What document types are available?
Proposal — scope, deliverables, and pricing for a new project
Contract — formal agreement between you and your client
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
Tips
Make sure your Service Types are configured in Settings to get the most relevant content.
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.