Simple for Sender
Getting proposals and estimates sent is a breeze! Just add the relevant details of the services provided, any refund policies, and setup a step-by-step payment schedule.
- Define Services and Refunds
- Setup Payment Schedules
- Automate with Templates
Clear for Recipient
Within a few seconds, a recipient can view an easy to understand proposal and estimate. Changes can be requested and an agreement can be connected to a payment method.
- Make Change Requests
- Agree Through Application
- Manage Multiple Agreements
Maintain Agreements
Easily update any agreement and all sides will be alerted to any requests or changes. Agreements can be cancelled at any time and a full history of all actions is built right in.
- Change Requests
- Editable Agreements
- Full Agreement History
Respectful Payments
It's just good business to make payments on time. Setup a clear payment schedule and automate payments when both sides consider a milestone complete.
- Setup Payment Schedules
- Payments on Completion
- Clear Grace Periods
Protecting Value
Once the work is considered complete by both sides, the appropriate payment is automatically initiated. Keeping the project on schedule and payments current will benefit everyone.
- Setup Payment Schedules
- Payments on Completion
- Alerts for Payment Problems
Reducing Friction
When a project is delayed because of a payment problem, everyone loses. Keeping everyone on the same page and paid up is a great way to build valuable business relationships.
- Connect to a Credit Card
- Connect to a Bank Account
- Manage Cash Flow
