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Simplify Sales & Paperwork

Ideazic: invoices, estimates, documents & contracts

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.

Stack of organized documents representing invoices, estimates, and contracts

Core Capabilities

What Ideazic does best

Professional Invoices

Smart, customizable invoices and estimates with automated calculations, branding, and recurring billing to speed payments and reduce admin.

Document Management

Organize files in secure cloud folders with version control, encrypted storage, and controlled sharing for fast retrieval and collaboration.

Contracts & E-Sign

Create customizable contracts, collect legally binding e signatures, and automate approval workflows with real time notifications and compliance ready storage.

Why Ideazic Works

Real benefits for marketing professionals

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.

Modern laptop on a clean desk showing the Ideazic dashboard interface.

Professional Invoices & Estimates

Everything to impress clients and speed payments

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

Contracts Made Simple

Digitize your contract workflow

1. Template & Customize

Use prebuilt templates or create your own contract with placeholders for client details and prices.

2. Send & Sign

Send contracts directly with e-sign capability and receive real time notifications when signed.

3. Track & Store

Encrypted storage and versioning keep signed agreements secure and easily accessible for audits or renewals.

Trusted Results

Real numbers from users who simplified their sales

2,400+

Active Agencies

98%

Faster Payments

75%

Reduced Admin Time

4.8

Average Rating

Plans for Every Team

Start with a 7-day free trial — no credit card required

Flexible pricing for freelancers, small agencies, and enterprise teams. Start with a free trial and scale as you add clients and features.

  • Free trial: 7 days
  • Scalable plans: freelancer → agency → enterprise
  • Dedicated support on paid plans

Common Questions

Quick answers before you book

How does the free consultation work?

A 30-minute session to review your current sales paperwork, identify automation opportunities, and show how Ideazic fits your workflow.

Is e-sign legally binding?

Yes — Ideazic e-signatures comply with common digital signature laws and include audit trails for compliance.

Can I brand documents?

Absolutely — add logos, colors, and custom footers so every document looks professional and on-brand.

Empowering businesses with innovative solutions, we are committed to providing seamless support and fostering growth. Connect with us for a brighter, smarter future!

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