1
Quote
Drop a pricing table into a branded order form, with add-ons and approval rules already attached.
Loading…
Order forms, payments, invoices, board books, KPI reporting, and audit trails stay in one workspace from quote to close.
Collected
$84k
Outstanding
$121k
DSO
23d
Board book
82%
Revenue documents
Q2 enterprise order
Northwind
$72,000
signedExpansion invoice
Helio Bio
$48,000
viewedVendor NDA + ACH
Atlas Energy
$11,400
paidRenewal packet
Vector Labs
$32,000
sentCollection flow
Signed
$72k
Paid
$84k
Auto-remind
2
Audit rows
186
Board book packet
ARR, churn, invoices, signed order forms.
0 days
Faster A/R collection
0%
Invoices paid within 30 days
0 tools
Replaced on average
0 missing
Docs in your next audit
Finance flow
Featured capabilityBuild a branded order form, attach Stripe checkout, send. Recipient signs and pays in one flow.
Order forms with payment
Branded invoices
Board books with KPIs
Send invoices that aren't a PDF attachment. Click-to-pay, ACH or card, reminders included.
Quarterly board books with live KPI charts. Open receipts so you know who actually read it.
Centralize the NDA library, route signatures, search the archive in seconds.
Every doc, every view, every signature — written to an immutable log. CSV export for your auditor.
Pull signed contract values into a real-time dashboard. Forecast renewals, expansions, churn.
Operating loop
Four clean handoffs inside one workspace.
Drop a pricing table into a branded order form, with add-ons and approval rules already attached.
The buyer signs inline, and optional pre-pay can hold or collect the first invoice immediately.
Issue the invoice on signature, collect through Stripe, and keep reminders tied to the document.
Roll signed value, collections, churn, and expansion into the monthly board book.
Billed monthly, audit trail from day one.