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Send invoices and proposals, collect signatures, and share a client portal

Draft and send invoices, record payments and log expenses. Send proposals that a client accepts and signs in one go. Collect signatures on any document, with a sealed record of who signed and when. Keep passwords and secrets in a Vault encrypted in your browser, build forms that create leads or tasks, and give each client a portal with just what you share.

Improvements and fixes

  • Team: Time off requests and time reports, with Bill this time to turn hours into an invoice.
  • Access: Choose which modules each member can use.
← All changes