Zero Math Errors

Calculated Formula & Live Math Engine

Embed live spreadsheet formulas directly inside client-facing documents and invoices.

Eliminate manual calculation mistakes. Reference dynamic field values like {hours} * {hourly_rate} - {retainer_deposit} with instant live recalculation in the browser.

DocFlexa workspace

Calculated Formula & Live Math Engine

Zero Math Errors
Template formLive
Define Field Keys1
Write Formula2
Live Client Preview3
Tamper-Evident Lock4
Approval flowReady
Active

Mathematical functions: SUM, AVG, ROUND, MIN, MAX, CONCAT, and arithmetic operators

Queued

Instant reactive recalculation on every keystroke via formula-evaluator engine

Complete

Formatted currency outputs with customizable locale and decimal precision

Mathematical functions: SUM, AVG, ROUND, MIN, MAX, CONCAT, and arithmetic operators
Instant reactive recalculation on every keystroke via formula-evaluator engine
Formatted currency outputs with customizable locale and decimal precision
Piped into contract summary text and PDF invoice renders automatically

Dual-Audience Architecture

How it powers both Personal Life and Business Workspaces

For Personal Budgeting & Tenancy

Instantly sum security deposits + first month rent, compute split roommate utility bills, or calculate vehicle repair expenses.

  • Auto-calculate move-in totals with pet deposits and cleaning fees
  • Calculate split household expenses and contractor milestones
  • Prevent accidental underpayment or overpayment disputes
For Freelancers, Agencies & B2B Invoicing

Quote clients with live tiered package pricing, rush fee add-ons, retainers, and milestone progress draws.

  • Live contract total updates as clients toggle optional service tiers
  • Calculate progress draws: {phase_fee} minus {prepaid_retainer}
  • Zero calculation discrepancies between client proposal and signed PDF

Step-by-Step Architecture

How this workflow executes end-to-end

01

Define Field Keys

Assign variable keys like 'subtotal', 'tax_rate', 'discount_percent'.

02

Write Formula

Write expressions like ROUND({subtotal} * (1 + {tax_rate} / 100) - {discount_amt}, 2).

03

Live Client Preview

Watch numbers update reactively as users type or change selections.

04

Tamper-Evident Lock

Final calculated totals are sealed into the document audit log upon completion.

Technical Architecture

Live Formula Expression Evaluation

docflexa-engine.ts
// Live Client Milestone Formula:
const formula = "{phase_budget} * (1 + {rush_fee_pct}/100) - {prepaid_deposit}";
// Evaluation with active form state:
// phase_budget = 4000, rush_fee_pct = 15, prepaid_deposit = 1000
const netDue = evaluateFormula(formula, formState); // => $3,600.00
Calculated Net Amount Due: $3,600.00 (Instant Evaluation)

Frequently Asked Questions

Everything you need to know

Can clients edit the calculated field directly?

No, calculated fields are read-only and automatically computed from their dependent input fields to ensure mathematical integrity.

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