Contracts & Invoicing System
Client says yes — you get paid. Contracts auto-generated, signed online, and paid — without a single manual step from your team.
How It Works
Every day businesses lose money not because they cannot close deals — but because the process after the close is slow and manual. A contract takes two days to go out. The client takes three more days to sign. Payment gets collected a week later — if it gets collected at all.
This automated contracts and invoicing system compresses the entire post-close process into minutes. The moment a deal is marked closed in your CRM, a contract is auto-generated — pre-filled with the client name, service details, and agreed price — and sent instantly. No copy-pasting, no downloading a template, no waiting until Monday morning.
The client gets a clean, professional link. They read the contract, sign it online, and pay — all in the exact same step. No printing, no scanning, no emailing PDFs back and forth. If they have not signed after a day, an automatic reminder goes out. If they have not paid, another follows. Your team never has to remember to chase anything.
Your team is notified the instant anything is signed or paid. Every contract, signature, and payment is logged with timestamps and tied to the client record. Nothing gets lost, nothing is uncertain.
What's Included
Automatic Contract Generation
The moment a deal closes in your CRM, a contract is auto-generated with the client details pre-filled and sent instantly — no manual drafting, no copy-pasting, no delay between close and paperwork.
Sign and Pay in One Step
Clients sign the contract and pay in the exact same view — no separate invoice, no second email, no extra steps that create drop-off. The entire close-to-collected process happens in a single client interaction.
Unlimited Contract Templates
We build every contract type your business uses — service agreements, project scopes, NDAs, retainers, work orders, deposit agreements — and automate them all. Unlimited templates included.
Automatic Reminders
Unsigned contracts and unpaid invoices trigger automatic follow-up sequences. Your team never has to remember to chase a client — the system handles it and escalates to you only if action is truly needed.
Instant Team Notifications
Every signature and every payment sends an instant notification to your team. You always know the exact moment a deal is official — and no payment ever surprises you when it lands.
Full Audit Trail
Every contract, signature, and payment is logged with timestamps and tied to the client record. A complete, verifiable paper trail on every deal — useful for disputes, accounting, and compliance.
Technical Specifications
When a CRM deal stage moves to closed, a webhook triggers the contract generation engine — pulling contact data, service details, and pricing from the CRM record to pre-fill the document template. The signed contract link and payment form are bundled into a single URL delivered by email and SMS. Payment collection uses Stripe API with webhook listeners on invoice.payment_succeeded to trigger CRM updates and team notifications instantly. Automatic dunning sequences fire on unsigned contracts and overdue invoices with progressive messaging. All events — sent, opened, signed, paid — are logged back to the CRM contact record with timestamps for a full audit trail.
Supported Integrations:
Who This Is For
Common Questions
Key Numbers
100% Fully Managed
We build it, deploy it, and keep it running. You focus on closing.
Fully managed setup, ongoing maintenance, and direct access to our engineering team included.