Create single or multiple packages with flexible pricing — fixed fees, recurring services, or optional add-ons presented clearly.
Automatically create jobs and billing records in your Practice Management System — seamless integration that eliminates double entry.
Take payment upfront upon acceptance or set up repeating billing schedules — you control the cash flow.
1 or more signatories with unlimited signing parties — capture all necessary approvals digitally.
Send proposals before clients are created in your system — onboard them straight after acceptance.
Accepted proposals flow directly into client onboarding — no duplicate data entry or disconnected processes.
Send a proposal in minutes with clear scope and pricing and get acceptance without delays.
Collect billing details or take payment upfront as part of the proposal, before work even starts.
Lock in scope, pricing, and payment expectations early to avoid disputes and write-offs later.
Once accepted and paid, move straight into Client Onboarding, with no duplicate data capture.
Accepted proposals carry client data straight into onboarding — no rework required.
Take payment upfront, set up recurring billing, or collect payment details for billing on completion
Where required, identity verification and AML checks can be completed as part of the same workflow.
