Features & roadmap

Sendfolio is built for independent consultants who want professional client paperwork without accounting bloat or data lock-in.

What makes Sendfolio different

Draft Shield

Autosave drafts locally without signup. Export and import JSON so your work survives browser clears.

Quote-to-Cash

Quote, approve, deposit invoice, final bill, Stripe payment link, and auto-reminders — one pipeline.

Privacy-first PDF

Professional PDFs with no ads and no watermark. Your invoice data stays private on the free tier.

Roadmap

Here's what you can use today and what's on the way.

  1. Free invoice & quote tools

    Available now

    Professional PDFs, three templates, Draft Shield autosave — no signup required.

  2. Pro

    Up next

    Account login, cloud save, email send, Stripe payment links, and payment reminders.

  3. Insights

    Planned

    Customer tracking, usage insights, and CSV export for repeat invoicers.

  4. Growth & mobile

    Planned

    Expanded template catalog, API tier, and native mobile after responsive web.

© 2026 Sendfolio. Your work. In flight.