Contracts and invoices

Contract and invoice software for freelancers: signed, then paid.

Most freelancers sign in one app and invoice in another, then retype the scope and price. In Workspace369 the client verifies their email, signs your contract online, and a draft invoice can be created from the signed contract on the same client record. Invoices, deposits, payment links and online card payments are on every plan, starting with Cadet at $29/month.

Email codeverifies each signer before they sign
Draft invoicecreated from the signed contract
Cadetinvoices and online payments from $29/month
Workspace369 invoice editor showing line items, payment terms, and client details

Key facts

Contracts and invoices at Workspace369 covers 10 areas, including contracts with online signing, one-time email code for signers, hash-chained audit trail.

The workflow runs in 4 steps, from "send your own contract" to "invoice from the signed contract".

Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats, and 120,000 AI tokens per month at $299/mo.

Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.

The problem

Where contracts and invoices fall apart

The signed copy and the invoice disagree

When the contract lives in an e-sign app and the invoice in a billing app, prices and dates get retyped and drift apart.

No clear record of who signed

A scanned signature or an email reply is hard to rely on if a client later disputes the terms.

Work starts before money arrives

If the deposit invoice goes out days after the signature, the project starts on trust instead of a payment.

The product

See the workspace your clients feel.

01

Proposals to paid invoices

Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.

Workspace369 invoice editor showing line items, payment terms, and client details
02

Every channel in one inbox

Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.

Workspace369 shared inbox showing email, SMS, and call history beside a client record
03

Client work, organized as projects

Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.

Workspace369 project board showing client work organized into stages with owners and status
04

A portal clients actually check

Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.

Workspace369 client record showing history, files, communication, and invoices in one profile

Workflow

How contracts become invoices in Workspace369

01

Send your own contract

Write the agreement from your own template and send it to the client. Workspace369 does not write contracts for you.

02

Collect a verified signature

The signer confirms their email with a one-time code, then signs online or on your device in person. You countersign, and the signed copy is locked.

03

Keep the audit trail

Each signing event is chained to the previous one with SHA-256 hashes, and a certificate of completion PDF is available once the contract is signed.

04

Invoice from the signed contract

A draft invoice can be created automatically from the signed contract. Send it with a payment link and take card payments online through Stripe.

Product coverage

Contract and invoice coverage

  • Sign one test contract with a second email address and check the certificate of completion.
  • Confirm the invoice that follows carries the right client, price and due date without retyping.
  • Ask your lawyer whether e-signatures suit your agreements where you work.
Contracts with online signing
One-time email code for signers
Hash-chained audit trail
Certificate of completion PDF
In-person signing and bulk send
Draft invoice from a signed contract
Deposits and payment links
Online card payments (Stripe)
Recurring invoices and retainers
Change orders after signing

Plans for freelancers

Pick the plan your work needs today.

Client records, proposals, invoices, online payments, time tracking and intake forms are on every plan. Upgrade when your work needs calls, texts or more.
Take calls and texts, share an inbox

Voyager

Regular price$74$37 / month

Founding price for your first 12 months

2 seats included

Everything in Cadet, plus

  • SMS messaging
  • Voice & voicemail
  • Shared inbox
  • Missed-call text back
  • No-answer forwarding
Start Voyager trial
Bookings, expenses and payment plans

Specialist

Regular price$149$74.50 / month

Founding price for your first 12 months

10 seats included

Everything in Voyager, plus

  • Online booking
  • Expense tracking
  • Payment plans
  • Inventory tracking
Start Specialist trial

Founding member offer: 50% off your first 12 months, for the first 100 customers who join by Oct 31. 14-day trial with a card, USD monthly billing. Compare all plans.

Switch & Save

Free account setup & migration help

Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.

Export your data as a spreadsheet and AI Import maps the columns for you. Support can help with anything unusual.

Offer ends .

Start free trial

After signup, claim free setup in your workspace.

Loved on the App Store

Rated by the people running their client work on it.

★★★★★
Finally feels calm

Bounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.

Justin R. · Solo founder · App Store review
★★★★★
Painless team rollout

Rolled it out to our eight-person team and adoption was painless — intuitive and polished. I'd love more integrations, but they keep shipping.

Samantha D. · Operations lead · App Store review
★★★★★
Hours back every week

Was juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.

Alicia N. · Agency founder · App Store review

Get started

See Workspace369 on your own client work.

Start your trial and send your first proposal or invoice from your own workspace. Compare plans any time; upgrade only when your work needs more.

FAQ

How to choose contract and invoice software

What is contract and invoice software for freelancers?

It is software that sends a client agreement for online signature and then bills the client from the same record, so the signed terms and the invoice match. In Workspace369 a draft invoice can be created from the signed contract, and the client pays online by card.

How does a client prove who they are when signing?

The signer confirms their email address with a one-time code before signing, and each signing event is added to a hash-chained audit trail. A certificate of completion PDF is available after signing.

Does Workspace369 write my contract?

No. You write the contract from your own template. Workspace369 sends it, collects the signatures and keeps the record.

Which plan do I need?

Invoices, deposits, payment links, online payments and proposals clients accept and sign by link are on every plan, starting with Cadet at $29/month. The plan comparison has no separate contracts row, so check the pricing page for current contract details.

Is the signing page translated?

The contract signing page is in English.

Ready when you are

See where Workspace369 fits into your client-work flow.

Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.

Watch

How to Write a Business Proposal Clients Actually Sign (2026 Step-by-Step)

ClientWorkHQ on YouTube · 8 min

Video thumbnail: How to Write a Business Proposal Clients Actually Sign (2026 Step-by-Step)