Made for consultants

Send the proposal. Get it signed online. Invoice without the chase.

For consultants, coaches and agencies. Turn a proposal into a signed agreement, bill retainers every month, and let polite reminders follow up so you don't have to.

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Proposals clients can sign

Phases, fees and terms on a clean page. The client signs online and the signature prints on the PDF.

Retainers that bill themselves

A monthly invoice that makes and sends itself on the same day each month.

Deposits and milestones

Ask for a deposit to start and invoice the rest when the work is done. Record part payments as they arrive.

How it works for consultants

  1. Start from a proposal or retainer template.
  2. The client signs online, wherever they are.
  3. Invoice the milestone or let the retainer repeat each month.

Questions from consultants

Can I set up a monthly retainer?

Yes. Create the retainer invoice once and set it to repeat monthly. You can also set an end date.

Can clients sign a proposal online?

Yes. Send the link by email or text. They read it, type their name and sign, and you're notified.

Can I bill in other currencies?

Yes. Pick your currency in Business settings and it shows on every quote and invoice.

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