From pipeline to paid, without retyping the deal. The contract and invoice keep the prices your client accepted.

It replaces the part of your stack where deals become money: the document tool, the invoice app and the retyping between them. If your CRM is where activity gets logged and forecasts get argued, keep it and start in Enlivy at the proposal. If you want Enlivy to handle prospecting too, the pipeline and the requests from your Enlivy pricing configurator are there to switch on.

No. The client opens the proposal from a link, accepts it, signs the contract (with an email or SMS code when you ask for one) and pays the invoice. Afterwards they have a portal under your name, where they sign in with a code sent to their email.

Yes. Quantity tiers and options are part of the proposal. By default, each invoice converts at the official rate of its own date and records that rate on the line. For a one-off deal you can instead hold the quoted rate while the client decides and lock it at acceptance. A contract can name several parties, and each signer can confirm with their own code.

It is collected while the deal moves. Requests through your Enlivy pricing configurator arrive with their details and campaign source already filled in. Party details go on fields that match what each country requires, for 41 countries. Whatever is still missing, the client can add to their own billing profile in the portal, so nobody asks twice or copies a company name or an address out of an email.

Your team does, from the deal, once the proposal is accepted. The contract is generated from your template with the deal's details filled in, and the signing link goes to each signer. When the accepted proposal includes a payment, the last signature opens it; otherwise the signature closes the deal.

Proposal accepted, contract signed, invoice paid: each event can post to the Slack channels you choose, or reach your other tools through webhooks and Zapier. Event delivery works once any paid pack is active.

Users are free, and packs are priced per organization, so adding a rep costs nothing. The free plan includes a small allowance of prospects, proposals, contracts and invoices; the Sales, Contracts and Invoicing packs remove those limits. The setup section on this page shows each allowance and adds up the current prices.