Everything You Need to Run Your Service Business
From the first proposal to the final payment -- SignFlow handles it all.
Block-Based Proposal Builder
Build stunning proposals with 18 drag-and-drop block types and 8 industry-specific templates. From cover pages to pricing tables, every element is customizable and professional.
- Cover pages with your branding and logo
- Executive summaries and about-us sections
- Pricing tables with line items and totals
- Timeline and milestone blocks
- Acceptance block with built-in e-signature
- Custom text, table, and highlight blocks
Secure Electronic Signatures
Legally binding e-signatures built right into your proposals. Support for dual-signer workflows ensures both your client and your team sign off on every agreement.
- Click-to-accept or full electronic signature
- Dual-signer support -- client and company
- Automatic agreement creation from proposals
- Signed PDF storage and download
Invoicing & Payment Processing
Generate invoices automatically from signed proposals, set up recurring billing schedules, and accept credit card or ACH payments -- all without leaving SignFlow.
- Auto-generated invoices from proposals
- Recurring billing schedules with auto-pay
- Credit card and ACH payment processing
- Partial payments and payment plans
- Payment retry with email notifications
- Professional PDF invoices
Client Portal
Give your clients a branded, self-service experience. They can view proposals, pay invoices, download signed agreements, and track their onboarding progress -- all in one place.
- View and accept proposals online
- Pay invoices with saved payment methods
- Download signed agreements and documents
- Track onboarding progress and next steps
Statement of Work Builder
Create detailed statements of work as standalone documents or linked directly to your proposals. Structured blocks keep deliverables, milestones, and payment schedules organized and professional.
- 7 SOW-specific block types
- Deliverables with acceptance criteria
- Milestone-based payment schedules
- Version-tracked amendments
Pipeline Analytics & Insights
Track every stage of your sales pipeline with real-time analytics. Understand conversion rates, forecast revenue, and identify bottlenecks before they cost you deals.
- Lead funnel visualization
- Stage duration metrics
- Win/loss analysis
- Revenue pipeline tracking
- Proposal view analytics
And So Much More
Every tool you need to manage clients, close deals, and get paid -- built into a single platform.
QuickBooks Sync
Two-way sync with QuickBooks Online. Invoices, payments, and clients stay in sync automatically -- no double entry.
Team Collaboration
Invite your team with role-based access. Assign proposals, track activity, and keep everyone on the same page.
API Access
Connect SignFlow to your existing tools. Our REST API lets you automate workflows and build custom integrations.
Audit Trail
Every action is logged with timestamps and user attribution. Full visibility into who did what and when.
White-Label Branding
Remove SignFlow branding, use your own colors, favicon, and email domain. Your clients see only your brand.
Setup Wizard
Get started in minutes. Our guided setup configures your pipeline, branding, and templates step by step.