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Streamline your workflow, close deals faster, and boost revenue with an all-in-one Sales Document Management platform that creates, manages, and automates everything from estimates to contracts.

Smart, customizable invoices and estimates with automated calculations, branding, and recurring billing to speed payments and reduce admin.
Organize files in secure cloud folders with version control, encrypted storage, and controlled sharing for fast retrieval and collaboration.
Create customizable contracts, collect legally binding e signatures, and automate approval workflows with real time notifications and compliance ready storage.
All-in-one dashboard: Manage invoices, estimates, files, and contracts from a single place to reduce context switching and speed delivery.
Automation built in: Recurring invoices, scheduled reminders, and contract workflows save time and reduce missed payments.
Brand consistency: Every document matches your brand with logos, colors, and tailored templates to present a professional image every time.

Easy to use templates: Build polished invoices and estimates in minutes using templates that pre fill client data and calculations.
Automatic calculations: Taxes, discounts, and totals calculate automatically, cutting errors and saving bookkeeping time.
Payment integrations and reminders: Connect Stripe, PayPal, and other gateways. Track payment status and send automated due date reminders so you get paid faster.
Custom Branding Add logo and colors
Recurring Invoices Automate repeat billing
Tracking & Reminders Monitor payment status
Use prebuilt templates or create your own contract with placeholders for client details and prices.
Send contracts directly with e-sign capability and receive real time notifications when signed.
Encrypted storage and versioning keep signed agreements secure and easily accessible for audits or renewals.
Active Agencies
Faster Payments
Reduced Admin Time
Average Rating
Flexible pricing for freelancers, small agencies, and enterprise teams. Start with a free trial and scale as you add clients and features.
A 30-minute session to review your current sales paperwork, identify automation opportunities, and show how Ideazic fits your workflow.
Yes — Ideazic e-signatures comply with common digital signature laws and include audit trails for compliance.
Absolutely — add logos, colors, and custom footers so every document looks professional and on-brand.
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