Contracts & Invoicing
Automated Closing & Revenue Capture. Zero-friction payments. Generate contracts, capture signatures, and collect payments the second a deal closes.
System Architecture & Overview
A unified system bridging CRM deal stages with financial gateways. When a deal is marked 'Closed Won', webhooks trigger secure document generation engines that pre-fill client data. Integrates with Stripe/PandaDoc APIs to bundle the MSA presentation with seamless localized payment collection via credit card, ACH, or SEPA.
Core Capabilities
Dynamic MSA Generation
Auto-populates fields based on CRM variables (Company, Price, Terms).
Bundled Signature & Payment
Clients sign and pay on the exact same view, eliminating drop-off.
Automated Dunning
Sequential follow-ups for failed payments or unsigned contracts.
Tax & Compliance Sync
Automatic syncing with QuickBooks/Xero and regional tax handling.
Technical Specifications
Stripe API v2 implementation handling complex subscription logic and proration. Uses webhooks (e.g., invoice.payment_succeeded) to instantly provision software access or trigger onboarding sequences. Fully PCI-DSS compliant architecture.
Supported Native Integrations:
Projected ROI
100% Fully Managed SaaS
We set it up, manage it, and ensure uptime. You focus on closing sales.
Fully managed setup, ongoing maintenance, and direct access to our engineering team included.