Create proposals, estimates, contracts, and invoicesin minutes
Proposals, estimates, contracts, invoices, tasks, meetings, and client management — all in one place.
7-day free trial. No credit card required.
Where your week actually goes
2–3 hrs
per client
Writing proposals from scratch
Blank docs, formatting scope, pricing tables. Redone from scratch every time.
1–2 days
per deal
Getting contracts signed
Emailing PDFs, waiting for replies, chasing when the link expires.
30–60 min
per week
Tracking unpaid invoices
Cross-referencing email threads, accounting tools, awkward follow-ups.
1+ hr
per week
Managing work across tools
Notion, email, Slack, spreadsheets. Nothing talks to each other.
30–60 min
per week
Scheduling client meetings
Back-and-forth emails just to book a 30-minute call. Then a reminder. Then a reschedule.
1–2 hrs
per week
Staying on top of client deliverables
Scattered deadlines, missed follow-ups, and no clear view of what's due when.
7–12 hours a week.
Every week. On work that should take minutes.
How it works
Acme Creative
sarah@acme.co
Add your client
Create a contact in seconds. Every proposal, estimate, contract, and invoice lives under their profile — all in one place.
Social media package, 3 months, $4,500 budget, includes content + analytics
Social Media Management Proposal
We propose a 3-month social media management engagement covering content creation, scheduling, and monthly analytics reporting across Instagram and LinkedIn.
AI drafts the document
Describe the project. AI writes a full proposal, estimate, contract, or invoice. You review, tweak, and it's ready.
Send it
Client gets a clean link. They sign online, pay with Stripe, and you're notified the moment it happens.
Run the business
Documents
- AI-generated proposals
- Estimates clients can approve
- Contracts with e-signatures
- Invoices with Pay Now button
- Upload your own PDFs
- Reusable templates
Contacts
- Contact & company profiles
- Full interaction timeline
- All documents in one place
- View, sign & open tracking
Team
- Invite team members
- Role-based permissions
- Shared templates
- Real-time notifications
- Activity feed & audit trail
Grow the business
Agenda
Everything due, in one place.
- Tasks grouped by client
- Assign tasks to team members
- Overdue invoices & expiring proposals surfaced automatically
- Upcoming meetings at a glance
- Due dates and overdue badges
- Nothing falls through the cracks
Payments Tracking
Know exactly where every invoice stands.
- Every sent invoice tracked automatically — no logging
- See what's paid, unpaid, and overdue at a glance
- Revenue chart across 1M, 3M, 6M, and YTD
- Outstanding total always up to date
- Overdue invoices surfaced in your agenda automatically
- Click any invoice to open and follow up
Meeting Scheduling
Book meetings without the back-and-forth.
- Shareable client booking page
- Set availability & working hours
- Buffer time between meetings
- Auto calendar invite (.ics) for both parties
- 24h reminder emails
- Works with any calendar app
Pricing
7 days free. Cancel anytime.
Starter
Just getting started
- Up to 15 active clients
- Proposals, contracts, invoices & estimates
- E-signatures
- 25 AI generations / mo
- Agenda & task tracking
- Meeting scheduling
- Payments tracking
Pro
For active agencies
- Unlimited clients
- Everything in Starter
- Invite team members (up to 5)
- Unlimited AI generation
- Shared inbox (team notifications)
- Priority support
Get your week back
Proposals, estimates, contracts, invoices, and tasks — in one place.
Start Free Trial7 days free. No credit card required.