PAYMENTS & DOCUMENTS
This service provides the systems to build, send, and track professional business documents. We create workflows for your estimates, proposals, and contracts, complete with electronic signature capabilities. It standardizes how you present offers and secure agreements with clients.
Creating proposals and chasing signatures manually is slow and leads to lost opportunities. Inconsistent documents look unprofessional, and without a clear system, deals stall and cash flow suffers. Tracking the status of every proposal becomes a significant administrative burden.
We build a connected system for your entire proposal lifecycle. From creating a custom estimate to automated follow-up and secure e-signatures, we streamline the process. This helps you send professional documents faster, shorten your sales cycle, and get agreements signed without delay.
We design and build custom templates for your estimates, proposals, and contracts, ensuring they reflect your brand and include all necessary information.
Your team can quickly generate a document using data from your CRM and send it directly to the client for review.
The system tracks when a document is opened and viewed, giving your sales team insight into client engagement and the right time for follow-up.
We build automated follow-up sequences to remind clients about pending proposals or unsigned contracts, saving your team from manual chasing.
Clients can securely review and sign documents on any device. You receive an instant notification and a binding signed copy.
Once a contract is signed, the system can automatically trigger your next business process, such as sending an invoice or starting client onboarding.
A roofing company sends a detailed, branded estimate from their truck moments after an inspection. The customer views it, accepts the terms, and signs the contract electronically, which automatically schedules the project kickoff.
An agency sends a proposal with service options. The client selects their desired package, signs the master service agreement, and is immediately directed to pay the initial invoice, all within a single workflow.
A law firm generates a retainer agreement directly from the client's record in their CRM. Automated reminders are sent until the document is signed, reducing administrative overhead and securing new clients more efficiently.
Yes, we build our estimate and proposal systems to integrate with your CRM. This keeps data flowing, such as populating documents with contact information and updating deal stages when a contract is signed.
We use established technology platforms that provide secure, legally binding electronic signatures compliant with industry standards for electronic transactions.
Absolutely. We can configure automated email and SMS follow-up sequences to remind clients about pending proposals after a set period, helping to keep deals moving forward.
Yes, we can build proposal systems that allow you to present multiple packages or service options. Clients can select the option that best fits their needs directly within the document.
We can customize the workflow to your needs. Common next steps include automatically sending an invoice, triggering a client onboarding sequence, or notifying specific team members to begin work.
Tell us how your business runs today and what you need. We will reply with a clear plan.
Part of Booking, Payments & Customer Experience on the services overview.