The three levels
Everything in waxTable sits inside one of three levels. Once you see how they nest, the rest of the product falls into place.
| Level | What it represents | Examples |
|---|---|---|
| Workspace | Your company | Brand, team members, plan and credits |
| Project | A single deal or engagement | "Acme website redesign", "Q3 retainer" |
| Document | One thing you draft and send | Proposal, scope, contract, invoice |
You move down the levels as work gets more specific: the workspace holds your brand and team, a project gathers one deal's documents, and each document is a single deliverable Waxe drafts for you.
The workspace
The workspace is your company in waxTable. It carries the things every document should inherit — your logo, colours, fonts and the people who can work in it.
- Your branding, so Waxe wears it on every draft. See Set up your branding profile.
- Your team and what each person can do. See Team members & roles.
- Your plan, credits and billing. See How credits work.
The project
A project is a single deal or engagement — the thing you'd talk about as "the Acme job". It groups the documents that belong together and tracks where the deal stands.
- Holds every document for one engagement in one place.
- Carries a phase and status so you know what stage it's at.
- Appears in both list and board views for easy pipeline management.
- Keeps the client and deal context that Waxe can reuse later.
Because a project remembers the client and the numbers, your second document for that deal is far quicker than the first — Waxe already knows the context.
The document
A document is one deliverable: a proposal that persuades, a scope that defines the work, a contract that protects, an invoice that gets paid. Each of the 11 document types carries its own structure and judgment.
You draft a document by telling Waxe about the job; you refine it in the paged editor; then you approve and send it from your own domain.
Where each thing belongs
A quick rule of thumb
Brand, team and billing → workspace
Anything about your company as a whole lives at the top level and flows down automatically.
One deal's documents → a project
Group everything for a single engagement together so it's tracked as a unit.
One deliverable → a document
Each proposal, scope, contract or invoice is its own document inside the project.