Documents live in three tools
The proposal is in one app, the agreement in another, and the invoice in a fourth, so things slip between them.
Get Paid
Send proposals and contracts, then get paid by card
Send a proposal as a PDF and track acceptance, send contracts with linked tasks, and invoice with a public pay page so clients can pay by card.
LiveGet Paid
- Proposals as PDFs, with acceptance tracked.
- Invoices with a public pay page, paid by card through Stripe.
- Contracts with linked tasks, so commitments don't get lost.
The problem
What usually gets in the way.
Invoices wait in drafts
You mean to send it, the week runs away, and payment arrives a week later than it should.
Commitments drift
Verbal promises from a good call vanish, and nobody tracks what was actually agreed.
How it works
From start to done.
- 1
Send the proposal
Send a proposal as a PDF and track acceptance, so you know where it stands.
- 2
Send contracts and proposals
Contracts go out with linked tasks, so commitments from the call don't get lost.
- 3
Raise the invoice
An invoice comes with a public pay page, ready to send the moment work is delivered.
- 4
Client pays by card
Clients pay by card through Stripe; Stripe accounts and transactions are billed by Stripe.
- 5
Sell inside the portal
Sell products and services inside the client portal with card checkout, and offer coupons on your plans.
What is inside
Capabilities on this page.
Each capability carries the status it has today — nothing here is rounded up.
LiveProposalsRef PAY-01
LiveInvoices with online payRef PAY-02
LiveStripe paymentsRef PAY-03
LiveContracts with tasksRef PAY-04
LiveCoupons & promotionsRef PAY-06
LivePortal checkoutRef PAY-07
Connects to
Where this fits in the journey.
Questions
Asked about this feature.
Invoices come with a public pay page so clients can pay by card through Stripe, and portal checkout works the same way.
Next step
See the CRM built for coaching businesses.
Book a short demo. We walk through the AI Assessment, pipeline, follow-up and client portal around your own workflow.