Keep agreements close to the relationship
Contracts and proposals live beside the client record, payments, and scheduled work.
Feature · Contracts
Contracts and proposals inside the same client workflow
Contracts are easier to manage when they sit with the booking, payment, and client record instead of in a separate document tool.
Contracts sent from a separate tool with no lifecycle context
Hard to know what is signed, pending, or overdue
Proposal-to-client handoff scattered across apps
What the feature handles
Reduce handoff friction
Signed state stays visible to the same people handling booking and delivery.
Make onboarding cleaner
Use agreements as part of the same intake and payment path.
What gets easier
- Faster movement from interest to signed work.
- Less guessing about document status.
- A cleaner first experience for clients.