Invoices, Contracts & Payments
Close the loop by turning signed deals into revenue.
Contracts
The Contracts module manages your deal documentation:
Draft Contract: Create contracts from templates or from scratch. PDF Preview: View the document before sending. E-Signatures: Send contracts for digital signature. Signature Tracking: Monitor who has signed and who hasn't. Void Contract: Cancel a contract if the deal falls through.Deal Rooms (Digital Sales Rooms)
Contracts can be presented through Deal Rooms — interactive proposal sites that give prospects a polished, branded experience:
Create Room: Generate a room from any contract. Analytics: Track when prospects view the room, which sections they spend time on, and engagement metrics. Access Control: Rooms are scoped and permission-controlled.Invoices
Generate invoices from closed deals or upload external invoices:
View Invoices: List all invoices with status tracking. Upload Invoice: Import invoices from external systems. AI-Generated: Invoices can be auto-generated using the SURGE integration.PortalPay
Clients access a dedicated portal to view their history and pay:
Credit Card: Standard card payments. Crypto: USDC on Base network. Mercury Bank: Direct bank-to-bank payment flows.Billing Workflow
Mark Won: Opportunity is closed successfully. Generate Contract: Draft and send for E-Signature. Issue Invoice: Sent directly to the client via a secure portal. Payment Received: Deal lifecycle complete.