Estimates & Invoices

Get paid without a separate invoicing tool.

Create branded proposals, estimates and invoices tied directly to your leads and deals. Clients read, choose add-ons and sign online, and pay through whichever method they prefer.

Price: Free

Proposals & e-signature

• Proposals with a cover, rich written content and your pricing
• Optional add-on items the client can pick before signing
• Legally binding e-signature (ESIGN/UETA) with a signed PDF and audit certificate
• Know when a proposal is viewed; signing marks the deal won and can start a workflow
• Expiry dates, and protection against signing an outdated version

Designs

• 8 professional designs with curated fonts, your colors and logo
• Layouts for itemized, field-service, milestone and retainer billing
• Line-item photos and cover images, with the same look on screen and in the PDF

Estimates & invoices

• Editable invoice/estimate numbers with an atomic, gap-free sequence
• Line items with quantity, unit type, tax, and flat- or percent-based discounts
• Convert an approved estimate to an invoice in one click
• Branded PDF export with your logo and bank details
• Overdue auto-detection and configurable automatic reminders
• Recurring invoices and late fees

Getting paid

• Card and ACH payments via Stripe (direct to your own connected account)
• PayPal checkout
• Venmo, Zelle, and Cash App with QR-code deep links
• Installment / payment-plan schedules
• Public, no-login invoice link your client can pay from directly