Payments

Collect Payments

Payments Overview

Want to collect payments on our platform? You can! Watch an overview of our payments feature here.

QuickPay

Want the ability to get paid fast through quick pay links? This is a convenient method to get paid fast!


Documents

The Documents feature allows you to upload, manage, and share files (like PDFs, contracts, or proposals) with contacts directly through conversations or automation.


Proposals & Estimates

The Proposals & Estimates feature allows you to create, send, and track professional-looking proposals or pricing estimates, with options for client approval, e-signatures, and payments.


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