Proposals, e-sign and getting paid

Why the gap after "yes" costs money

The time between a client saying yes and the money arriving is where deals quietly stall: the proposal is a PDF in someone's sent folder, the contract waits for a signature nobody is chasing, and the invoice is raised in another tool a week late. When proposal, contract and invoice live on the client's record, everyone can see what's waiting and on whom.

From proposal to payment

Set up the first two once; the rest is what you do for every deal.

1. 01

   Build your catalog

   Add the products and services you sell with their unit price, tax rate and billing frequency, so proposals and invoices pick up the same prices every time.

   Step by step in the Help Center
2. 02

   Set up your templates and numbering

   In Configuration → Modules → Document Templates, create your proposal and contract templates and set their numbering — and which deal stage an accepted proposal moves the deal to.

   Step by step in the Help Center
3. 03

   Send the proposal

   Create the proposal from the account or deal and send it. Clients accept or decline it in their portal, and optional reminders go out before it expires.

   Step by step in the Help Center
4. 04

   Get the contract signed

   Add up to 20 signers, signing in order or all at once, by signing link or with an emailed one-time code. Reminders go out automatically, and you get an audit certificate when it's done.

   Step by step in the Help Center
5. 05

   Issue the invoice

   Raise the invoice from the account. It moves from Draft to Issued to Paid, with credit notes when you need them and reminders when it's overdue.

   Step by step in the Help Center
6. 06

   Collect the payment

   Connect a payment gateway and send a payment link — Razorpay or Cashfree in India, Stripe everywhere else. Payments by bank transfer can be recorded by hand.

   Step by step in the Help Center

Where quote-to-cash leaks

Every one of these turns a won deal into a late payment.

• Prices kept in people's heads

  Different reps quoting different prices for the same service. A catalog keeps every proposal on the same numbers.

• Proposals sent as email attachments

  Once the PDF leaves, you can't see whether it was opened, accepted or forgotten. Send it from the record instead.

• Contracts nobody is chasing

  An unsigned contract with no reminders can sit for weeks. Automatic reminders do the chasing for you.

• Invoices in a different tool

  When invoicing lives elsewhere, sales can't see who has paid. Keep invoices on the account.

Your setup checklist

Do these once and every deal after is quicker.

What Worxley gives you for this

In Worxley the proposal, contract, invoice and payment all sit on the client's account, so anyone can see what's waiting and on whom.

Proposals clients accept online

Clients accept or decline in their portal, and an accepted proposal can move the deal on by itself.

E-signature built in

Up to 20 signers, in order or all at once, with reminders and an audit certificate.

Invoices and credit notes

Numbered invoices, part payments, credit notes and overdue reminders.

Payments by region

Razorpay or Cashfree in India, Stripe elsewhere, with tax set for India, the UK and EU, or the US.

FAQ