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Proposals, e-signature and invoicing for agencies

Proposal to signature to invoice - without a second tool.

Write the proposal, send it as a contract your client reads and signs on the page, invoice line by line, and keep track of what has been paid.

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  • Free plan with every feature
  • Unlimited people
  • No card required
01 - The problem

A proposal in Google Docs, the contract in an e-signature tool, the invoice in accounting software, the payment in a bank app - and the project knows about none of them.

  • "Did they sign the latest version or the first one?"
  • The client wants changes and sends them as an email essay.
  • An invoice went out without the PO number finance asked for.
  • Nobody can say what is still outstanding without opening three tools.
02 - How it works
  1. 01
    Your team

    Draft the proposal

    Start from your own template, or give the AI a few inputs and get a full proposal in your template, saved as a draft (needs an AI key).

  2. 02
    Your team

    Send it as a contract

    Written in a proper editor. You see when the client first opened it - so "sent three weeks ago, never opened" reads differently from "read twice".

  3. 03
    Your client

    Negotiate on the document

    The client requests changes or declines with a reason, you mark it revised and send it back; both sides comment on the contract itself.

  4. 04
    Your client

    Sign on the page

    Adopt a signature, click where it goes, see it before finishing. The download is a real PDF with a certificate of who signed, when and from where.

  5. 05
    Your team

    Invoice line by line

    Quantities, rates, discount, GST or VAT, PO number, payment terms and your terms - in any currency, linked to the project.

  6. 06
    Your team

    Record what is paid

    Record payments as they arrive; received and outstanding are worked out for you. The client sees the invoice in their portal.

03 - Who does what

Your team

  • Proposals from your own template
  • Contracts in a rich editor
  • Invoices with tax, discount and PO
  • Payments recorded against invoices
  • Sales records payments on their accounts

Your client

  • Reads the real document before signing
  • Requests changes or declines with a reason
  • Signs on the page
  • Views invoices in the portal
  • Sees billable time on their project

Happens on its own

  • When the contract was first opened
  • Totals calculated once, on the server
  • Signed PDF with a certificate page
  • Outstanding amount kept up to date
  • Revenue attributed to the project
04 - Everything in it

Proposals

In your words, fast.

  • Your own proposal template
  • AI proposal from a few inputs (with an AI key)
  • Saved as a draft contract
  • Edited before anything is sent

Contracts

Signed where they are read.

  • Rich-text contracts and proposals
  • Change requests, declines and comments
  • First-opened tracking
  • Signature placed on the page, real PDF out

Invoices

What finance departments ask for.

  • Line items: quantity, unit, rate
  • Discount and named tax by rate or amount
  • PO number, payment terms, your T&Cs
  • Multi-currency, printable

Payments

Tracking, not processing.

  • Record each payment received
  • Received and outstanding totals
  • Invoices linked to projects
  • Client views invoices read-only

Time

Billable hours that add up.

  • Timer in the header of every screen
  • Manual entries
  • Billable and internal kept apart
  • Clients see billable totals, no names

HR paperwork too

The same signing for your team.

  • Offer letters and agreements signed on the document
  • Counter-signed by the owner or HR
  • Signed PDF with a certificate
  • Visible to the person and admins only
Connected

CRM and lead sources

Leads that arrive by themselves

Learn more

Client portal

One branded place for your client

Learn more

Projects and tasks

Boards, checklists, timelines and time

Learn more

People and HR

Leave, onboarding, reviews and hiring

Learn more

WorkTogethr AI

AI with the project attached

Learn more

Forms and intake

Briefs, sign-ups and lead capture

Learn more
Why WorkTogethr

Most agencies under 200 people run eight or more tools that do not know the client exists. WorkTogethr is one place for the work, the client and the business around them.

What you need to doWhat agencies usually useIn WorkTogethr
Plan and run client projectsA project tool such as ClickUp, Asana or monday.comProjects, boards, a timeline and service checklists
Show the client progress and what they oweStatus emails and shared drivesA login per client, on the same project
Feedback pinned on designs and websitesA proofing tool such as Markup.io or BugHerdReviews with rounds and a sealed sign-off
Leads and follow-upsA CRM such as HubSpot or Pipedrive, plus Make.com and a sheetLead ads, forms and WhatsApp straight into the CRM
WhatsApp with leadsOne person’s phoneA shared WhatsApp Business inbox; every chat a deal
Proposals and contractsGoogle Docs and an e-signature tool such as DocuSignProposals and contracts signed on the page
Invoices and what is outstandingA spreadsheetLine-item invoices and payments recorded
Briefs, sign-ups and surveysGoogle Forms or TypeformForms whose answers become table rows
Leave, onboarding and reviewsSpreadsheets, or an HR tool such as BambooHRLeave balances, signed HR documents, monthly reviews
Each client’s SEO, analytics and adsSeveral dashboards and a report built by handGrowth: each client’s numbers with what stands out
Hand the project overWeTransfer and an email of passwordsAn encrypted handover the client keeps

Products are named as examples of their category. We do not list what they lack - check each one’s own site; ours is on the pages linked above.

  • Your client is inside itEvery client logs in to their own projects - approvals, files, contracts and invoices - instead of asking you by email.
  • Built in, not bolted onProjects, reviews, CRM, contracts, invoices, HR and a WhatsApp inbox share one workspace. Nothing to sync, nothing to pay for twice.
  • Every feature on every planThe free plan has every feature. Paid plans add capacity - clients, projects, storage - never features.
  • Sized for 2 to 200 peopleUnlimited people, no per-seat pricing, and roles for owner, project managers, team, sales, HR and clients.
  • Agency defaults, day oneEleven service checklists, a review flow and a CRM ready for your trade - start working, not configuring.
  • Proof that holdsSign-offs sealed with a fingerprint, contracts signed with a certificate, every change in the activity log.
Coming from
Questions
Does WorkTogethr have e-signatures?

Yes. Contracts are signed on the page - the signer adopts a signature and places it - and the download is a PDF with each signature where it was placed and a certificate of who signed, when and from where.

Can clients pay invoices online through WorkTogethr?

No. Invoices are records: you create and send them, record payments when they arrive, and the outstanding amount is kept for you. Clients view them in the portal.

Does it handle GST and VAT?

Yes - a named tax by rate or as a flat amount, plus discount, PO number, payment terms and your printed terms, in any currency.

Can a client ask for changes to a contract?

Yes. They can request changes or decline with a reason; you mark the contract revised and send it back, and both sides can comment on the document.

Can AI write our proposals?

With an AI key set, give a few inputs and the AI writes a full proposal in your own template, saved as a draft for you to edit. Without a key, AI is hidden and everything else works.

Free plan with every feature. Bring one real client and see it work.

Try the demoBook a walkthrough