CRM Contracts & Invoicing
From Closed Deal to Payment
Draft contracts, send invoices, and collect payments right from where your deals already live, no extra tools to log into.
Contract + Email Pairs
Pair a contract template with the email template that sends it, so the document and the message that delivers it always travel together.
Reuse Across Deals & People
Build a pair once and use it on any deal or contact going forward, no rebuilding the same contract and email combination each time.
Template Management
Keep your contract and email templates organized in one place, and see when each one was last updated.
Apply a Pair When You Send
When it's time to send a contract, pick the saved pair, the contract and its email template are applied together in one step.
Save the pairing and apply it to any deal or person going forward, the right contract goes out with the right message every time.
Contracts, Built In
Draft, send, and track e-signature contracts without leaving the deal you're working.
Send Invoices
Generate and send invoices tied directly to the deal, track status from sent to paid.
Collect Payments
Accept payment via Stripe and QuickBooks integrations, right where the invoice already lives.
Overdue Tracking
See what's outstanding, what's overdue, and average days to pay, all in one view.
Send the contract
Pair a contract template with an email template and send it in one click, right from the deal.
Get it signed
Track status from sent to signed without leaving the deal you're working.
Invoice and get paid
Turn a signed contract into an invoice automatically, then collect payment right where it lives.
A contract or invoice
for however you close the deal.
Start from a proven template, or describe something custom and let Ace build it for you.
Standard MSA
The default terms for most new customers, ready to pair with your send email.
Statement of Work
Spells out exactly what's being delivered, for deals that need more than a standard MSA.
NDA
Protects both sides during early conversations, before a deal is ready to close.
Order Form
A lightweight way to lock in exactly what's being purchased and at what price.
One-Time Invoice
Bill once for a one-time purchase and track it through to paid.
Recurring Invoice
Set it once for monthly or annual billing, and it goes out on its own from then on.
Deposit Invoice
Collect a deposit before work begins, with the balance invoiced separately.
Renewal Contract
Streamlined terms for renewing an existing agreement without starting from scratch.
Something custom? Ask Ace.
Describe any contract or invoice in plain English, deal size, terms, payment schedule, or anything specific to this customer, and Ace drafts and sends it for you.
Ready to run contracts
and billing in one place?
See how Goals.com connects contracts, invoices, and payments to the deals driving them.
Book a Demo