FOR AGENCIES AND STUDIOS
Bill every installment from the proposal you sent. Clients accept, sign and pay from your emails.
Free account, no card needed. The packs this page uses start at €9.99/month, excluding VAT. Card payments go to your own Stripe account. Built by a company that runs its own web agency on Enlivy.
WHAT YOU NEED
What an agency uses in Enlivy
These six features take a project from the proposal to the last installment. Add the optional ones as the agency grows.
What it runs on
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Your services as packages, with a deposit and installments, ready to send in a proposal.
Free
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Proposals
Scope, price and payment plan in one proposal your client accepts from your email.
Free for 3 a month Unlimited with Sales · €19.99/month
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Drafted from your template with the client's details, and signed online, with an email or SMS code if you ask.
Free for 1 a month Unlimited with Contracts · €9.99/month
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Enlivy issues each installment and each maintenance invoice on its date, and charges the saved card.
Billing Schedules pack · €9.99/month
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Numbered with your own series, in the client's currency.
Free for 5 a month Unlimited with Invoicing · €9.99/month
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Where your client accepts, signs, pays and finds every document, under your agency's name.
Free
Optional: add it when you need it
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Adds a pipeline for new leads from your price calculator, with your own stages and a brief for each call.
Free for 5 in total Unlimited with Sales · €19.99/month
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Adds the team's work to the same account as the client and the invoices.
Free
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Adds one inbox for client questions from your website chat, the portal and email.
Helpdesk pack · €19.99/month
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Adds sending and receiving e-invoices where Enlivy connects to the national e-invoicing system. Everywhere else, you download the EU e-invoice file (EN 16931, Peppol BIS 3.0) and submit it through your country's channel.
Free
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Brings your bank transactions into Enlivy. You link each transfer to the invoice it pays, then mark the invoice paid.
Free for 50 a month Unlimited with Banking · €9.99/month
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Adds your domain to the portal, such as clients.youragency.com.
Custom Domain pack · €2.99/month
Billing Schedules is the one pack this setup cannot run without. It costs €9.99 or USD 12.49 a month for the whole organization, one flat price however many clients are on a schedule, and users are free.
What this setup costs, excluding VAT
From €9.99/month
The Billing Schedules pack. The other features start free.
With no monthly limits
€49.96/month
Adds the Sales, Contracts and Invoicing packs.
A PROJECT, START TO FINISH
From the first call to the last installment, at the price your client accepted
You send the proposal and the contract. Your client accepts, signs and pays the deposit online. With the Billing Schedules pack, Enlivy then invoices each installment and each month of maintenance on its date.
- Receive the request Optional
A visitor picks your package in a price calculator you add to your website and arrives in your pipeline as a lead, with a proposal ready.
- Send the proposal with a payment plan
Your client sees the deposit and each installment, then accepts the proposal from your email, in their language.
- Get the contract signed
If the package includes a contract, Enlivy drafts it from your template with the client's details. You send it, and your client signs online, with an email or SMS code if you ask.
- Collect the deposit and installments
Your client pays the deposit. Enlivy invoices each installment on its date and charges the saved card. You mark bank transfers paid yourself.
- Deliver the work
Your team tracks the work in tasks, included free. Your client finds the contract and the invoices in your client portal.
Connect your mailbox (Gmail, SMTP, Amazon SES or Elastic Email) and proposals and invoices go out from your agency's address. Until you do, clients find them in your client portal.
WE ARE AN AGENCY TOO
Built by a web agency that runs on it
Enlivy Services, our web agency, builds and maintains websites for clients in Romania and abroad. Its contracts, invoices, maintenance billing and client reports run on Enlivy.
New clients sign their contract in Enlivy. After launch, each client moves to monthly maintenance or hosting, billed as recurring invoices. Each month, we also send the client a report on the work.
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Clients abroad
We bill clients abroad in dollars or euros. Card payments go to our own Stripe account.
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Clients in Romania
Romanian clients receive their invoices in lei and pay by bank transfer.
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Maintenance and hosting
Each maintenance or hosting client has recurring invoices, so Enlivy issues the invoice on the same day each month.
WHAT IT REPLACES
One account instead of a proposal tool, an e-signature app and an invoicing app
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Proposal tool for quotes with payment terms.
A proposal holds the scope, the price and the payment plan. When your client accepts it, the contract and the invoices use the same price.
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E-signature tool for every contract.
Enlivy drafts each contract from your template with the client's details. Your client signs it online, with an email or SMS code if you ask for one.
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Invoicing app Spreadsheets for installments and maintenance.
Installments and monthly maintenance become recurring invoices. Enlivy issues each one on its date, in the client's currency.
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Project board for the team's work.
Tasks are included free. Your team's work sits next to the client, the proposal and the invoices.
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Chat apps Shared inbox for client questions.
Questions from chat, the client portal and email land in one inbox your team shares, next to the client's details.
IS IT FOR YOUR AGENCY?
Enlivy fits agencies that sell projects and keep clients
A good fit if:
- You sell fixed-scope projects with a deposit and installments, as an agency, a studio or a consultancy, and keep most clients on a monthly plan afterwards.
- You bill clients every month for maintenance, hosting or support.
- Your clients sign a contract before work starts.
- You bill clients at home and abroad, in their currency.
- Several people deliver the work and answer client questions.
Not the right tool if:
- You bill mainly by tracked hours. Keep your time tracker; Enlivy bills packages, installments and recurring invoices.
- You need detailed project scheduling, such as Gantt charts or resource planning. Enlivy's tasks cover shared work, stages and due dates.
- You want a CRM for daily selling, such as email sequences, calling or forecasting. Enlivy takes a won lead through the proposal, the contract and the invoice; keep your CRM for the rest.
A year in, each client’s record holds every proposal, contract, installment and maintenance invoice, in your numbering and the client’s language, and the maintenance invoices keep going out on their dates. You can add or remove a pack any month, and invoices and contracts export as one archive whenever you want them.
It connects to what you already run. The API is included on every plan, so your own software can read these records back. Webhooks send an event, such as a paid invoice, to your endpoint once any pack is active. MCP lets your AI assistant read and write records within your role.
Clients see your portal and your emails in six languages: English, Romanian, German, French, Dutch and Danish.
QUESTIONS AGENCIES ASK
Agencies, answered
Can one proposal carry a deposit and installments?
Yes. Build the service as a package with a payment plan: a deposit, then installments, each with its own amount and a due day counted from the order. The client sees every payment before accepting. Once they sign and pay the first one, the Billing Schedules pack invoices the remaining installments when they fall due.
What if a milestone depends on delivery, not on a date?
Payment plans bill on a schedule counted from the order. When an installment should wait for a delivery, leave it out of the plan and issue that invoice yourself when you deliver. It stays on the client's record with the rest of the project.
What happens when the scope changes?
Send a new proposal for the extra work and link it to the client. When the terms change, the contract can get an amendment that stays linked to the original.
Is the e-signature legally valid?
It is a simple electronic signature. You can require each signer to confirm with a code sent by email or SMS; Enlivy records how the document was read and a fingerprint of the signed text, and keeps the final PDF, with every signature, on the client's record. For documents that must carry a qualified electronic signature by law, use a qualified provider.
Do we pay per user?
No. Users and roles are free, and packs are priced per organization, so adding a designer or a project manager costs nothing. The one exception is the Helpdesk pack, which includes one seat and charges for extra seats.
What do clients see in the portal?
Their proposals, contracts, invoices, receipts and recurring payments, plus support conversations with the Helpdesk pack, under your agency's name and in their language. They sign in with a code sent to their email, so there is no password to manage.
WHO BUILDS IT
A small team in Romania, building Enlivy since 2021
We run our own business on it too.
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Robert Rusu Founder & Technical Lead -
Mihaela Rusu Content Marketing
OTHER WAYS OF SELLING
Sell another way? Pick the situation closest to yours
Each page follows one way of selling and shows what your client does, which features you use and what they cost.
- You bill clients every month Clients pick a package in your website's price calculator and pay online. With the Billing Schedules pack, each month's invoice goes out on its billing date.The packs it needs start at €9.99/month, excluding VAT. See how monthly billing works
- You sell courses, programs or coaching Your client accepts the proposal, signs the contract and pays for your program in installments, in a portal with your name.The packs it needs start at €9.99/month, excluding VAT. See how it works for course authors
- You run a sales team Each sales process gets its own pipeline. The contract and the invoice keep the prices your client accepted in the proposal.Free to start. See how it works for sales teams
- You mainly need invoicing Number invoices your way and download each as an EU e-invoice (EN 16931, Peppol BIS 3.0). Add proposals and renewals when you sell more. See how invoicing works
- You are not sure yet Create a free account and try it with one client. Each month includes 5 invoices, 3 proposals and 1 contract. See what's free