5books

Gestion des propositions et des contrats

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This extensive platform consolidates client relationship management (CRM), proposal creation, contract signing, invoicing, scheduling, and client portals into a single, streamlined system, eliminating the need for multiple separate tools. It offers features such as drag-and-drop editors, branded shareable links, electronic signatures with audit trails, multi-currency payment integrations, and secure payment processing without platform fees, making it ideal for small businesses, freelancers, and service providers seeking to increase efficiency, reduce administrative overhead, and accelerate payment collection.

5books se trouve dans Proposal & Contract Management catégories.

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Captures d'écran

Détails

Principales caractéristiques de 5books

• Client Portal
  Clients can view and sign contracts, proposals, and pay through a simple online portal.
• Secure Payments
  Payment is locked until both you and your client agree, making sure everything is correct.
• No Platform Fees
  There are no extra costs for payments or team seats on the Essentials plan.
• All-in-One Platform
  You can manage clients, projects, proposals, contracts, invoicing, scheduling, and client portal in one place.
• Keep All Your Money
  You receive 100% of your payment with no platform fee or commission.
• Multiple Currencies
  Accept payments in different currencies like USD, EUR, GBP, AED, and LBP.
• Customer Testimonials
  Real users say that 5books helps them get paid faster and saves money.
• Multi-Tool Replacement
  One platform replaces several tools, saving you time and money.
• Multiple Payment Options
  Clients can pay with PayPal, Wise, Payoneer, Revolut, Stripe, Cash App, and more.
• E-Signature with Audit Trail
  Clients can sign documents online with a timestamp and full record of the signing process.
• Client-Friendly Payment Links
  Send clients a link for proposals, contracts, signatures, and payments that they can fill and sign easily.
• Free Trial and No Credit Card
  You can start using 5books for free for 7 days without needing a credit card.
• Automatic Project and Contact Ties
  Payments and signatures are automatically connected to the right project and contact.
• Easy Proposal and Contract Building
  Create proposals and contracts easily with a drag-drop editor and share a single link.

Insignes

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Technologies utilisées

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