Sign it. Invoice it. All on one login.
Most tools make you glue DocuSign, FreshBooks, and a CRM together. Here, the second a contract is countersigned, the payment terms drop into a draft invoice. One client record. One dashboard. One bill at the end of the month.
- Signed contract → draft invoice, auto-filled
- Milestones, deposits, retainers inherited
- Payment history tied to every client file