Yearly plans: first year for the price of 6 months

Proposals & contractsClients & CRMWorkspace & team

Contracts, Requests and Team pages redesigned, with forms you can embed

Contracts get templates, countersigning and reminders, Requests get a form builder and embed codes, and inviting teammates and buying seats is simpler.

A paper clipboard form and an inbox tray beside a real Workspace369 form's Share tab with its link, QR code and embed code.

Contract templates, countersigning and reminders

The Contracts page was rebuilt with a status filter, a Templates view for reusable agreements with signing roles and fields, and a builder where you set the signing order and add teammates as signers.

Teammates can countersign through their own link, and you can send reminders to everyone still waiting or set how often each contract nags its signers.

  • Reusable text and PDF templates
  • Signing order and teammates as signers
  • Reminders for signers who have not signed
The Contracts Templates view: master services agreement, statement of work, mutual NDA and more, with their kind, signing roles such as Client and Countersigner, fields and how often each is used.
Where to find it
  1. Contracts in the sidebar
Open in the app
Plans
Every plan
Learn more
ContractsSend a contract for signature docs

A Requests table and a visual form builder

Requests show in a table with a quick-view panel. Convert a request to a client in one click, reply by text, or mark it as new again. Conversion checks for an existing client so you do not create a duplicate.

Forms have their own list and a visual builder with a Design tab for look, accent color and font. Share a link or QR code, or embed the form on your website inline, as a popup or behind your own button. Hidden fields pass values like campaign tags from the page address along with each submission.

Spam protection is built in, and a Send test lead button sends a sample lead through your setup so you can confirm it arrives in Requests before you publish the form.

  • Embed inline, as a popup or behind your own button
  • Hidden fields carry URL values such as campaign tags
  • Share link and QR code
  • Send a test lead
The Share tab of a website contact form with its link, a downloadable QR code and embed code with inline, popup and your own button options.
Where to find it
  1. Requests in the sidebar
  2. Forms
Open in the app
Plans
Every plan
Learn more
Client intake form softwareLeads from your website

Invite teammates and add seats in one place

The Team & seats page shows how many seats are used. Invite several people by email, resend an invite, edit it, or copy an invite link. Invites expire after 7 days.

If you are out of seats, the page offers to add one and shows the price before you confirm. Plans that cannot add seats say so and point you to changing plan.

Where to find it
  1. Settings
  2. Team & seats
Open in the app
Plans
Every plan
Learn more
Roles and client-scoped accessInvite your team tutorial

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