Get paid faster.
Close deals quicker.
Skip the paperwork.
Every estimate, contract, invoice, and payment happens inside one platform. Send professional documents in minutes, collect signatures and payments in the same flow, and stop chasing what's owed to you.
The paperwork problem
every growing business has.
You built a business to serve clients, not to chase signatures and fight with invoice software. But here you are, stuck in admin purgatory at the exact moment you should be closing deals or getting paid.
Deals stall because contracts take forever
The prospect said yes. Now they're waiting for your contract. By the time it lands in their inbox, they've cooled off or gone quiet.
Invoices sit unpaid for weeks
You send an invoice. Then you follow up. Then you follow up again. Then you wonder if you should have just asked for payment upfront in the first place.
Your software stack is a maze
Contracts in one tool. Invoicing in another. Payments somewhere else. Subscriptions managed in a spreadsheet. Every tool charges separately and none of them talk to each other.
Recurring revenue is an afterthought
You know subscription billing or retainers would stabilize your cash flow. But setting it all up feels so complicated you keep putting it off.
The moment a prospect says yes,
everything just happens.
Estimate approved, contract sent, signature captured, deposit collected, invoice scheduled, subscription started, all from a single platform that already knows who your customer is.
Every tool your business needs
to close, bill, and get paid.
Seven interconnected capabilities, one platform, zero extra subscriptions. All of it built right into the MWD Growth Platform alongside your CRM, leads, and customer data.
Professional invoices that actually get paid
Create branded invoices in minutes, send by email or SMS, and accept payment with a single click. Automated reminders keep the follow-up running so you can focus on the work instead of chasing what's owed.
- Branded, customizable invoice templates
- Send via email and SMS in one click
- Online payment directly from the invoice
- Automated reminders for unpaid balances
From quote to approved in hours, not weeks
Build detailed estimates your prospects can review, accept, and convert into contracts without ever leaving their inbox. Speed of estimate often decides who wins the job.
- Itemized estimates with line-level pricing
- One-click approval and conversion to invoice
- Optional deposit collection on approval
- Version tracking for revised quotes
E-signature that closes the deal
Send service agreements, NDAs, scope documents, and any other paperwork for legally-binding e-signature. Signed copies auto-save to the contact record. No more hunting for "where did I put that signed contract?"
- Drag-and-drop document builder
- Reusable contract templates
- Legally-binding e-signature capture
- Signed documents saved to contact record
Recurring revenue on autopilot
Set up subscription billing for retainers, memberships, service plans, or payment schedules. Your clients get billed automatically every cycle and your cash flow becomes predictable for the first time.
- Weekly, monthly, quarterly, or annual billing
- Trial periods and promotional pricing
- Self-service customer portal to manage subscriptions
- Automatic failed-payment retries and dunning
A reusable catalog of everything you sell
Build a catalog of your services and products once, then pull them into estimates, invoices, and subscriptions with a click. Consistent pricing, consistent descriptions, zero retyping.
- Reusable product and service catalog
- One-time and recurring price points
- SKU management and inventory tracking
- Click-to-add into any document or invoice
Get paid anywhere with a single link
Generate secure payment links for any amount and send them via text, email, or social. Perfect for deposits, quick charges, or anytime you need to collect payment without the overhead of a full invoice.
- Instant payment links for any amount
- Send via SMS, email, or social DMs
- Secure Stripe-powered checkout
- Auto-logged to the contact record
Promotions that actually move the needle
Run percentage or fixed-amount discounts, limited-time promos, first-time client specials, and loyalty offers. Track redemption so you know which promotions actually brought in new revenue.
- Percentage or flat-amount discounts
- Time-limited and usage-capped codes
- Automatic application at checkout
- Redemption analytics for campaign ROI
Self-service for your clients
Every client gets a secure portal where they can view invoices, pay balances, update payment methods, download signed contracts, and manage their subscriptions. Less back-and-forth for everyone.
- Secure branded client portal
- View and pay invoices
- Download signed contracts and documents
- Manage subscription billing methods
Close faster. Get paid sooner.
Stop leaking revenue.
Days off your sales cycle
A prospect who says yes on Monday should be under contract by Monday afternoon. Speed of paperwork protects the deal while it's still warm.
Faster payment, better cash flow
Online payment on the same click as "accept the invoice" collapses your accounts receivable. The money that used to sit in your inbox now sits in your account.
Predictable recurring revenue
Subscriptions and retainers give your business the kind of predictable baseline that lets you hire, invest, and grow with confidence instead of wondering what next month looks like.
A professional client experience
Your clients deal with clean branded documents, secure portals, and a payment experience that matches the standard of the big brands they shop with every day.
Different industries.
Different paperwork workflows.
Every service business has its own rhythm for estimates, contracts, invoicing, and collections. We tailor the setup to how your industry actually sells and gets paid.
Estimates that become signed jobs
Itemized estimates, deposit collection at signature, progress billing for long projects, and final invoicing with change orders. Every job fully documented from quote to paid.
Packages, programs, and retainers
Sell coaching packages, group programs, and ongoing retainers with flexible payment plans. Subscription billing for membership programs makes recurring revenue effortless.
Retainer agreements and trust billing
Engagement letters and retainer agreements sent and signed in hours. Flat-fee, milestone, and recurring monthly retainer billing all handled from a single platform.
Listing agreements and referral tracking
Listing agreements, buyer representation, and referral fee contracts handled end-to-end. Integrated with your CRM so every document is tied to the right listing or client.
Leases, fees, and recurring rent collection
Lease agreements with e-signature, security deposit collection, and monthly rent via subscription billing. Separate management fee billing for property owners all handled in one system.
SOWs, MSAs, and milestone billing
Master service agreements, statements of work, and milestone-based invoicing for project-based consulting engagements. Retainer billing for ongoing client relationships.
Paperwork does not live alone.
It plugs into your whole business.
Every invoice, contract, and payment flows through the same system as your CRM, your lead gen, and your reviews. That connection is what turns paperwork from a bottleneck into a growth accelerator.
What people ask
before they make the switch.
Yes. E-signatures through the platform comply with the ESIGN Act and UETA, the federal and state laws that make electronic signatures legally enforceable across the United States. Each signature is timestamped, IP-tracked, and saved with a full audit trail so you can prove authenticity if you ever need to.
Stripe is the primary processor, with PayPal, Authorize.net, and NMI available as alternatives. Stripe fees are the standard 2.9% + 30¢ per transaction, with no additional MWD markup. You keep your own Stripe account and payouts go directly to your bank.
Yes. As part of your onboarding, we migrate your existing customer records, open invoices, and active subscriptions from QuickBooks, Stripe, FreshBooks, or whatever you are using today. Your current billing continues uninterrupted during the switch.
The platform handles invoicing, payments, and customer billing. For accounting, bookkeeping, and tax prep, most businesses still use QuickBooks or similar. The platform syncs transaction data to QuickBooks automatically, so your bookkeeper or accountant still has everything they need.
Absolutely. Every template is fully customizable with your branding, your language, and your terms. We help set up your commonly-used contracts during onboarding so the system is ready to send professional paperwork on day one.
Yes. One-time invoice and payment link checkouts work without requiring your customer to create any account. For recurring subscriptions, customers get access to a self-service portal to manage their billing and payment method, which is automatic as part of their first payment.
The platform automatically retries failed charges on a schedule, sends the customer branded notifications to update their payment method, and alerts your team if the card stays declined. This "dunning" process recovers a significant percentage of failed payments that would otherwise become lost revenue.
Everything ties back to the contact record in your CRM. Workflows from automation can trigger invoices, contracts, or payment links automatically. And a paid invoice can even fire off a review request at the perfect moment. The paperwork stops being an island and becomes part of the growth engine.
Stop losing deals
to slow paperwork.
A 30-minute strategy call is the fastest way to see exactly how the paperwork and payment system would map to your business. We will look at where deals are getting stuck today and sketch out the fastest path forward. No pressure, no pitch deck.