Send a branded estimate with optional add-ons and an e-signature line, watch it move from sent to viewed to approved, then turn the win into an invoice in one click. Clients pay by card through your own Stripe account — and when something slips past its due date, a workflow sends the reminder so you never have to make the awkward call.
Invoice #1042
Radiance Aesthetics · due Net 30
Sent → Viewed
you see the moment a client opens the document
1 click
converts an approved quote into a draft invoice
Direct charge
card payments land in your Stripe balance
Day 3 chase
unanswered quotes nudge themselves via workflow
Four steps, all connected. You build and approve the numbers; the tracking, chasing and collecting happen on their own.
Line items with quantities and unit prices total themselves; add a discount or tax, an intro message and a validity window. Mark any line optional and the client picks their add-ons right on the page.
Optional line items clients toggle themselves
Quote #208 · Roofline Co
Client view · valid for 30 days
You're pinged the moment they approve
The client gets a branded email with a link to a live document. The moment they open it, the status flips from sent to viewed — and when they sign, it's approved, with an instant ping to you.
Sent · Viewed · Approved — tracked in real time
Invoice #1042
Radiance Aesthetics · due Net 30
One click turns the approved quote into a draft invoice — selected lines, totals and client details carry over, so nothing is re-typed. Send it with a pay-by-card link and the balance is tracked as payments land.
Approved quote → draft invoice, no re-entry
This month
Collected vs. still outstanding
Clients pay by card through Stripe Connect on your own account; the webhook marks the invoice paid or partial automatically. If it slips past the due date, the invoice_overdue trigger sends the friendly reminder for you.
invoice_overdue → automatic payment reminder
The chase runs itself
Follow-ups fire on the document's status, not your memory
Estimates, contracts, invoices and payments share one client record and one status trail — nothing lives in a separate invoicing app.
Build a quote with line items, discounts and tax, and mark any line optional — the client ticks the add-ons they want and the total updates before they approve.
Turn on signature collection and clients type and draw their name to approve. Approvals, change requests and declines each flip the status and notify you.
Every document carries a live status — draft, sent, viewed, approved, converted for quotes; draft, sent, viewed, partial, paid, overdue for invoices.
An approved quote becomes a draft invoice with its selected lines, totals and client snapshot intact — no re-typing, no copy-paste errors.
Clients pay a hosted checkout that charges your connected Stripe account directly. The webhook marks the invoice paid — or partial until the balance clears.
The quote_no_reply and invoice_overdue workflow triggers fire the nudge and the reminder on your schedule — silence and late payments stop being your problem.
Documents link to CRM leads by email, so every approval, payment and reminder lands on the client's timeline — including an invoice.paid webhook for your own stack.
Online payment is a per-invoice switch with a workspace default — take cards where it helps, or send a plain invoice with your own payment details.
Every status change — an approval, a missed due date, a cleared balance — can kick off a workflow across email, SMS and the CRM. These three recipes run out of the box.
The e-signature lands and the paperwork is already done: the approved quote converts to an invoice with its selected lines, a pay-by-card link goes out, and the CRM lead stays linked the whole way.
Client approves the quote
E-signed on the public link
Convert the win without re-typing a line
Convert to invoice
Add pay-by-card link
Email the client
Link the CRM lead
Invoice sent, balance tracked
Statuses update as they open and pay
An invoice that passes its due date fires the invoice_overdue trigger — a friendly reminder goes out first, follow-ups keep the pressure on, and you get notified. It all stops the moment the balance clears.
Invoice passes its due date
invoice_overdue trigger fires
Chase politely — and keep chasing
Friendly reminder
Follow-up nudge
Notify you
Re-send pay link
Paid without an awkward call
Stops the moment the balance clears
The Stripe webhook records the payment, flips the invoice to paid, logs it on the lead's timeline in the CRM, and can fire your own invoice.paid webhook — while a thank-you goes out to the client.
Client pays by card
Stripe webhook on your Connect account
Close the loop while they're warm
Mark invoice paid
Log payment in CRM
Send a thank-you
Fire invoice.paid webhook
Books balanced, client thanked
Every event lands on the lead's timeline
…and these compose with any workflow you build — trigger on a quote going unanswered for 3 days, an invoice turning overdue, or a payment clearing, and act across email, SMS and the CRM.
Connect Stripe once and every invoice can carry a pay-by-card link. The client checks out on a hosted page, the charge settles directly into your connected account, and the platform records the payment and updates the status — paid, or partial until the balance clears.
This month
Collected vs. still outstanding
Start the trial, build a quote from your real services, and watch it get opened, approved and paid — with the follow-ups running themselves.
A quote (estimate) is the proposal — line items, optional add-ons and an optional e-signature, tracked as draft → sent → viewed → approved / changes requested / declined. When a quote is approved you convert it to an invoice in one click; the invoice is what collects money, tracked as draft → sent → viewed → partial → paid, with an overdue state if it passes its due date.
Still curious? The fastest answer is sending one.
Start your free trial, send a real estimate, and let the approvals, reminders and payments take care of themselves.
7-day free trial · your own workspace free forever · cancel anytime during the trial.