Lunch to signed, same day.

Yes. Build the proposal with scope, deliverables, timeline, and pricing tiers. When the client signals yes, attach the engagement letter or master services agreement with the standard scope-of-work appendix, payment terms, IP assignment clauses, and confidentiality language. Send the bundle as one signing link. The client reviews on a phone, signs, and you can attach the first invoice in the same flow. Independent consultants who used to spend Sundays in Word and Stripe collapse the entire cycle into one sitting.

Median proposal-to-signature on the platform is under 3 hours for sub-$50K deals; six-figure deals typically close in 24 to 72 hours depending on the client's procurement process. The speed comes from removing handoffs: the client does not download a Word file, redline in tracked changes, email it back, and wait for your countersign. They redline inline, comment in the margin, and you accept or counter from the dashboard. The median is real, but enterprise deals with legal review still take their normal weeks.

Yes. Templates cover independent consulting, agency retainers, project-based fixed-fee, time-and-materials, ongoing advisory, fractional executive (CFO, COO, CMO), and interim management. Each is attorney-drafted and includes scope of work appendix, payment terms (deposit, milestone, monthly retainer), kill fees if the client cancels mid-engagement, IP ownership of work product, confidentiality, non-solicitation of leads and employees, dispute resolution, and termination. Customize the scope appendix per engagement; keep the boilerplate stable.

The pipeline dashboard shows every active document by stage: proposal sent, opened, in-negotiation, awaiting signature, signed, invoiced, paid. Automatic reminders go out at the cadence you set (Day 2, Day 5, Day 9 are typical). For sales ops at agencies, you can filter by rep, by client, by industry, or by deal size, then export to your CRM. The view replaces the spreadsheet most consultants and small sales teams use to track this manually.

Create from the template, define the structure (flat percentage, tiered with accelerators, residual on renewals, draw against commission, multi-year deal multipliers), payment timing, and clawback rules for cancelled or refunded deals. Send to the rep at hire for electronic signature. The signed agreement is stored alongside the rep's personnel file and referenced when commission questions come up at month-end. The single biggest source of rep-vs-employer disputes is what happens to commission on a deal that closes after the rep leaves; spell it out.

Business plan supports 5 team members under one account, which fits most independent agencies and small sales teams. Everyone sees the shared pipeline, the shared template library, and the shared document history. Business Plus supports 25 users with role-based permissions: junior reps draft proposals, managers approve before send, finance handles invoicing, the practice owner sees everything. Audit logs track who edited what, useful when a deal goes sideways.

Yes. Add your logo, brand colors, fonts, and a custom header to every proposal and engagement letter. Business plan unlocks custom email templates so the signing invitation arrives from your domain with your brand voice. For consultants competing against agencies twice their size, this is the cheapest credibility move available. The cover page sets the tone before the prospect reads a single bullet of the scope.

Yes. Invoice templates build a professional invoice in 2 minutes: line items by hours or deliverable, rate, subtotal, applicable tax, deposit credit, due date, and payment terms (Net 15, Net 30, Net 60, due on receipt). Stripe and PayPal payment buttons attach inline. Track when the invoice is opened and paid. Aging buckets show 0-30, 31-60, 60-plus day delinquency, which matters when a client retainer slips past the grace period and you need to pause work.