MSA + SOW templates with overrides
Master templates per workspace; per-customer overrides on terms, exclusions, and clauses. Version-controlled.
Contracts & Billing
Quote to cash, on one stack.
Master service agreements, statements of work, per-customer rate cards, time-to-invoice, and Stripe-powered billing. Quote, sign, deliver, and bill without ever leaving the platform.
Three principles that make this work.
Per-customer rate cards
Different rates per customer, per service, per role. The right rate flows automatically into time entries and invoices.
Stripe-native billing
Recurring and usage-based invoicing wired directly into Stripe. No nightly export, no CSV reconciliation.
Limitless capabilities, one product.
MSA templates
Master service agreement templates with workspace defaults and per-customer overrides.
SOW templates
Reusable statement-of-work templates with scope, deliverables, and clause overrides.
Per-customer rate cards
Different rates per customer, per service, per role. Inherited and overridden cleanly.
Time-to-invoice
Time entries flow into invoices at the right rate without manual reconciliation.
Stripe billing
Recurring subscriptions and usage charges in Stripe — set up once, runs forever.
Audit trail
Contract changes, rate-card revisions, and invoice approvals — fully logged for compliance.
In numbers
Templated
MSA + SOW
Per-customer
Rate cards + overrides
Stripe
Recurring + usage
Audited
Every revision
What pairs well.
Professional services automation, without the bloat.
Time tracking, project work, customer profitability, and reporting — wired to your tickets and billing.
See PSATickets, SLAs, and a portal your customers actually use.
Modern ticketing with custom workflows, saved views, and a white-label client portal.
See HelpdeskOne trigger. Every device. Zero spreadsheets.
Smart groups, scheduled jobs, event-triggered automations, and run-on-many script execution.
See AutomationQuestions about Contracts & Billing.
Does this replace QuickBooks?
For invoicing and rate management, yes. For full GL/accounting, no — we sync to your accounting system.
Can I edit the MSA template?
Yes — workspace-default templates plus per-customer overrides. All revisions are version-controlled.
How does Stripe billing work?
You connect your Stripe account once; we create subscriptions and usage records on your behalf. Refunds and disputes are managed in Stripe.
Ready to try Contracts & Billing?
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