FOR SALES TEAMS WHOSE DEALS END IN A CONTRACT
From pipeline to paid, without re-typing the deal.
A CRM celebrates Won, then hands you a document tool, an invoice app, and an email chain asking the client for their details. Here the pipeline collects what the contract needs while the deal moves, the price locks at acceptance, and the paperwork issues itself the moment nothing is missing. One record, the whole way.
Free to start · No credit card required · EU e-invoicing built in
01 SOUND FAMILIAR?
The deal closes on a call. Then the real work starts.
The yes happens in a conversation, on a Thursday, at the end of a good call. What happens next is the part nobody puts on the sales dashboard:
The rep marks the deal Won and copies the numbers into a document template. The contract goes out on Tuesday, because the template was last year's and someone wanted a look first. By then the client has questions the call already answered.
Then the questionnaire: an email chain asking the client for company details, the billing address, the bank account, the name of the person who actually signs. Every reply is pasted into a different tool. One field arrives wrong and nobody notices until finance does.
The invoice is raised in a different app, by a different person, from a different copy of the numbers. When the client's CFO asks why the invoice does not match the offer, three people open three tools to find out which figure is real.
At quarter close, someone rebuilds the quarter in a spreadsheet from the CRM, the signed PDFs, the invoice app and the bank, and the team swears next quarter will be different.
We do not lose deals. We lose the week after each deal.
None of this is a discipline problem. It is what happens when the deal lives in one system and the money in three others. The fix is not another tool in the chain. It is a chain of one.
02 IMAGINE
The morning after a close, done right
Your rep closed at 19:40 yesterday. You find out from Slack, not from a standup: "Offer accepted. Contract signed. First payment collected." Three lines, one deal, nothing for anyone to type.
You open the pipeline at nine. The deal record already holds the accepted tier, the signed agreement, the issued invoice and the payment against it. The client's CFO downloaded the invoice from the portal at 8:12 without emailing anyone.
A second deal is waiting on its contract. Not on a person: on a field. The gate names the client detail still missing, the client has the link to supply it, and the document will issue itself the moment it lands. You do not chase it. You watch it.
Thursday evening you are at your kid's game when a Slack ping lands: installment two collected on the March deal. You do not open the laptop. There is nothing to check.
That is the difference between a team that sells and then does paperwork, and a team whose selling produces the paperwork.
See how the flow works03 THE SOLUTION
One flow from first conversation to money in the bank
You open one pipeline in the morning. The deal, the paper and the money are the same record.
Who accepted overnight, which contract waits on which party, which invoice is due, what landed in the bank. Without asking ops and without opening five tabs. Here is the flow behind it:
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The pipeline holds every conversation. Leads from calls, forms and referrals live in one pipeline: who you talked to, where they stand, what they were offered. Visible to you and the team, not to whoever owns the spreadsheet.
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The offer goes out as a link. The client sees the proposal, picks their option and accepts it online. Tiers, quantities and currencies are part of the offer, not a PDF appendix.
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Acceptance locks the price. The tier the client accepted is the figure everywhere downstream, because it is the same field. Cross-currency deals pin the exchange rate at acceptance or convert at the statutory rate of the invoice date, whichever your policy says; the applied rate is stamped either way.
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The contract generates and verifies. The agreement is created from the accepted offer, with everything the flow collected on the way. Anything missing is named and the document waits; each signer then clears their verification level before it opens.
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The invoice follows the contract. Issued from the same record, with your numbering, VAT handled for EU and non-EU clients, and e-invoicing filed automatically where it applies.
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The payment comes back reconciled. Card charges reconcile themselves against the invoice they settle. Bank transfers land beside the deal and are linked in a click, then stay linked. Retainers and installments charge on their schedule and issue their own paperwork.
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The client keeps a portal, not a thread. Their offers, contracts, invoices and payments, under your brand, self-serve. The 'can you resend the invoice?' email retires.
04 RESULTS
Three shifts a sales team feels in the first month
The contract and the invoice stop disagreeing.
Today, the rep re-types the agreed numbers into a template, and the invoice is raised from another copy. Every mismatch is discovered by the client.
With Enlivy, the accepted offer's figures are stored once and referenced everywhere, so no document can state a price the system did not produce.
The after-the-yes questionnaire disappears.
Today, the yes is followed by an email chain collecting company details, addresses and bank accounts, pasted by hand into three tools.
With Enlivy, the pipeline collects the contract's inputs as the deal moves, and whatever is still missing the gate names as a checklist the client fills through their own portal.
Quarter close stops being archaeology.
Today, someone rebuilds the quarter in a spreadsheet from the CRM, the signed PDFs, the invoice app and the bank.
With Enlivy, payments reconcile against invoices and deals as they land, so the quarter is already assembled the morning you ask for it.
05 START FREE
The next deal you close can be the first one that runs itself...
No credit card · Cancel anytime
THE ARGUMENT
Won is where most stacks stop. Here it is where the record begins.
Four structural facts do the work. Everything else on this page is these four, applied.
Acceptance is an event, not a status change
When the client accepts the offer, things happen: the contract is created from it, the first payment can be collected on the spot, and the deal record carries all of it. Nobody copies figures from the CRM into a document template and hopes they match. Your Slack says 'Offer accepted. Contract signed. First payment collected.' and every word of it happened in one system.
The price locks at yes. The exchange rate follows your policy.
The price on the accepted tier locks at acceptance: contract, invoice and charge reference the same stored value, so the deal that was agreed is the deal that is billed. The exchange rate on a cross-currency deal is a policy, not a fixed behavior: pin it at acceptance, so the client is billed the figure they saw, or let fiscal documents convert at the statutory rate of the day they are issued, which is what Romanian invoices carry (the BNR rate of the invoice date). Either way, the applied rate is stamped on the document and never silently re-resolved.
The deal collects the contract's inputs as it moves
The moment a client says yes is the worst moment to start a questionnaire. Here the pipeline gathers what the paperwork will need while the deal advances: party details on country-aware fields (the platform knows what a legal identity requires in 41 countries), each party described to the level the document demands, down to the bank account the money should land in. Anything still missing is named by the contract gate as a checklist, and the document issues itself the moment the last gap closes. Nothing is asked twice. And when it is time to sign, each signer clears a verification level, email, SMS or both, before the contract opens for them.
Structured deals are first-class, not workarounds
Tiered offers where the unit price steps down with quantity. Several offers open in parallel, each with its own currency. Payment plans that mix a one-off fee, an intro rate and an ongoing subscription in one schedule. More than two parties on one agreement. The shapes that force other stacks into spreadsheets are just fields here.
COUPLE IT AT THE STEP YOU CHOOSE
The pipeline is optional. So is everything upstream of where you start.
Nothing in this flow demands the step before it. Enlivy can do your prospecting, or take the deal at the offer and run everything from there. You pick the coupling point; the chain downstream is identical either way.
Start at the pipeline
Let Enlivy do the prospecting: leads land in one pipeline from your calls, your forms, or a package published in request mode on your own site. Every stage can carry an email you author, per project and per language, sent to the prospect when they enter it. The deal's information starts accumulating from the first hello, so by the time an offer goes out, half the paperwork's inputs already exist.
Start at the offer
Keep the prospecting you already have, in whatever CRM or notebook it lives, and enter Enlivy at the moment a deal is real: build the offer, send the link, and let acceptance drive the contract, the invoice and the payment. Nothing upstream is required, nothing is imported first. And because the packs are modular, the same is true further down: contracts without the pipeline, invoicing without contracts, each earning its place on its own.
UNDER THE HOOD
The mechanics your harder deals need
The parts most sales stacks outsource to spreadsheets, named. Hover the markers where a detail deserves one.
- Tiered offers The client picks whole units; the unit price steps down at the tiers you set.
Quantity ladders on the offer itself, so volume pricing is a property of the deal, not a discount someone remembers to apply.
- Parallel offers
Several offers open at once for the same deal, each with its own pricing and its own currency, and the accepted one drives everything downstream.
- Exchange rate, on your policy Pinned at acceptance, or the statutory rate of the invoice date. Stamped either way.
Quote in one currency, settle in another: pin the rate at acceptance so the billed figure matches the quote, or let fiscal documents convert at the day-of-issue statutory rate, in Romania the BNR rate. Applied rates are stamped, never silently re-resolved.
- An intake funnel on your own site The pipeline can start before your first call.
Publish a package in request mode: the prospect configures it on your page and drops into the pipeline as a qualified, pre-configured deal, the first fields of the eventual contract collected at hello.
- Country-aware identity fields The platform knows what a legal identity requires in 41 countries.
Party details are collected on the fields their country actually requires and validated as they are entered, so the contract never stalls on a format surprise.
- Verification levels per signer Email code, SMS code, or both before the contract opens.
Each signer is held to the level the deal needs. An internal agreement can stay light while a high-value close is verified on two channels.
- Contracts with more than two parties
Agreements name their whole cast, and each party is addressable in the prose. Guarantors and witnesses stop being a footnote problem.
- Version-bound signatures
A signature attaches to the exact version signed, and the agreement completes when every party has signed. A later edit is a new version, never a quiet swap.
- Retainers and installment plans
Billing schedules charge the card at each due date and issue the matching invoice. The deal you closed in January keeps paying itself in June.
- Settlement account by currency
The right bank account for the settled currency is resolved by the system and printed in the paperwork. No 'wire details to follow' email.
- Deal events in Slack Offer accepted, contract signed, invoice paid: routed to any channel, in real time.
The team sees the deal move without opening a dashboard, and the win is announced by the system that made it true.
- The rest of your stack, through Zapier Triggers, actions and searches over prospects, contacts, invoices, receipts and bank transactions. Two-way, no code.
What Slack announces to people, Zapier carries to systems: a form submission becomes a prospect with its source attached, an invoice flipping to paid appends the revenue sheet and sends the thank-you, and your other tools can create and update records here in return.
PLANS AND PAPER, AT FULL DEPTH
Complex payment plans. Complex contracts. Still one record.
The two places where deals usually outgrow their tools, and what each one actually supports here.
Payment plans with real shape
One schedule can mix a one-off fee, an intro rate and an ongoing subscription. A finite plan carries its installments each with its own amount and date, invoiced and charged automatically when due. Phased pricing steps up or down across stages of the engagement. Subscriptions run on any cadence from weekly to yearly, priced per cadence, with tiers and add-ons in the package itself.
The collection side holds up too: cards are charged off-session and idempotently, so there are no accidental double-bills. A plan change keeps the client's agreed prices to the cent, upgrades charge only the net difference, and the preview equals the charge because it runs the real billing logic. If a card expires, the subscription pauses itself and resumes to collect the balance the moment a working card is added. And billing you already run elsewhere can be mirrored in and kept in sync, so nothing has to migrate first.
Contracts with real structure
Contracts are written from modular chapters and reusable templates, numbered from your own series with your own prefixes. Amendments, supplements and addenda link to their parent contract, so a two-year engagement reads as one chain of documents instead of a folder of lookalike PDFs. Issue, end, renewal and signing dates are tracked, and external documents can be uploaded into the same system.
Signing is governed per party: you decide who must sign and how each signer verifies, by email code, SMS code or both. Signers get a personal link, no account needed, and the Sign button activates only after the document has actually been read. Each signature binds to the exact version signed, and everyone receives the final copy with all signatures the moment the last party signs.
REPLACE. CONNECT.
Drop what you no longer need. Keep what matters.
What Enlivy replaces:
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PandaDoc or whichever tool only does the document. In Enlivy the proposal and the contract are generated from the deal, so the document tool and the re-typing step in front of it go. The honest boundary stands: where deep document workflows and CPQ are themselves the product, a dedicated document platform keeps that crown. Here the document is a step in the deal, not the product.
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DocuSign or wherever the yes gets signed apart from the deal. Signing is a step inside the deal here, not a separate service: the client accepts the offer and signs the contract in the same motion, verified by email or SMS, and every party to a multi-party agreement signs at its own level. Where a regulator demands a certificate-based qualified signature, a dedicated signature platform keeps that seat; for the commercial agreements a sales team closes, the round trip through a second tool goes.
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FreshBooks Wave or whichever app only does the invoice.
Invoices issue from the same record as the offer and the contract, with e-invoicing filed where it applies, so the standalone invoice app and the second copy of the numbers go. Your accountant keeps their ledger; that was never the part being replaced.
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Google Sheets Excel the pipeline shadow copy and the quarter-close rebuild.
A spreadsheet needs someone to update it and everyone else to trust that they did. The pipeline updates itself when an offer is accepted, a contract signed, an invoice paid, and the quarter is assembled as it happens rather than rebuilt at the end.
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Email threads where client details get collected today.
The after-the-yes questionnaire goes: details are collected on country-aware fields as the deal moves, the gate names anything missing as a checklist, and the client fills their own billing profile through the portal. Asked once, structured immediately, never pasted between tools.
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HubSpot
Pipedrive yours to drop, not ours to demand. These go only if you want them to. If the CRM is where your prospecting lives, keep it: Enlivy couples at the offer, and nothing upstream has to move. If you would rather stop paying for one, the pipeline is already here, with the intake funnel that files inbound prospects and the stage emails that go out as a prospect advances, so the deal starts in the same system it will be signed, invoiced and reconciled in.
FROM SCATTERED TO ONE RECORD IN 4 STEPS
- Connect what you already have.
Clients, products, your bank and Stripe. Billing you already run elsewhere can be mirrored in and kept in sync. Nothing has to migrate first, and no deal in flight is interrupted.
- Build your deal flow once.
Your packages with their tiers, your contract template with its chapters, your payment plans. Once set, every new deal is the same flow with different names on it.
- Put the team on roles, not on forwarding.
Reps, ops and finance come in with their own access roles, each seeing what they need. Deal events route to the Slack channels you choose, so the system does the announcing.
- Then volume stops hurting.
Ten closes in a week run like one. The paperwork does not queue behind a person, and the system does not care that it is the last day of the quarter.
START WITH A REAL DEAL
Take one deal from pipeline to paid and count the tools you did not open
Create an organization, put one live deal through the flow, and compare it with what your team does today between Won and paid. Nothing has to migrate first.
Free to start · No credit card required · EU e-invoicing built in
WHO THIS IS FOR
For you, if:
- Your deals close in conversations, then need an offer, a signed agreement and a payment to become real.
- Your offers have options: tiers, quantities, more than one currency, more than one open proposal per deal.
- You sell retainers, installments or subscriptions, and collection is part of the sale.
- Between Won and paid your team currently touches three or more tools, and the numbers are re-typed at least once.
- After a yes, someone on your team emails the client today asking for company details, an address, an IBAN.
- You want the team on roles and one record, not on forwarded PDFs.
Not yet for you, if:
- Every sale is a no-touch card checkout with no agreement behind it. You may only need Billing Packages, not the full flow.
- You are choosing a system for forecasting and sales-org analytics first. Enlivy runs the deal itself; it is not a quota dashboard.
You can start beside whatever CRM the team uses today: nothing has to migrate first, and the flow begins with the next deal you close.
Platform status is public, any time: status.enlivy.com.
THE RAILS IT RUNS ON
Built from the modules you can already see
Nothing here is a separate product. The flow runs on the same features every other page on this site documents.
- Sales pipeline Every conversation, stage and offer in one pipeline the whole team can see.
- Proposals Offers as links: options, tiers and currencies the client accepts online.
- Billing Packages Plans with tiers and add-ons, sold by proposal, checkout, or request.
- Contracts Generated from the accepted offer, verified per signer, version-bound.
- Invoices Issued from the deal record, e-invoicing filed where it applies.
- Billing Schedules Retainers and installments that charge and invoice themselves.
- Customer Portal The client's own view of the deal, under your brand.
QUESTIONS SALES TEAMS ASK
Does this replace my CRM?
It replaces the part of your stack where deals become money. If your CRM is where activity gets logged and forecasts get argued, keep it; Enlivy couples at the step you choose, so you can enter at the offer, with your prospecting staying exactly where it is, and the flow starts with the next deal you close rather than with a migration. What it does replace is the seam after Won: the document tool, the invoice app and the re-typing between them. And if you want Enlivy to do the prospecting too, the pipeline, the intake funnel and the stage emails are there to be switched on.
Do my clients need an account to accept and sign?
No. The offer is a link: the client opens it, picks their option, accepts, verifies for the signature by email or SMS, and pays. What they get afterwards is a portal under your brand where their offers, contracts, invoices and payments live, so the "can you resend that?" thread retires on its own.
Our deals are not simple. Tiers, two currencies, three signers. Does that fit?
That is the reason this page exists. Tiers and quantities are properties of the offer, the exchange rate freezes when the client accepts, and a contract can name any number of parties, each verified at its own level. The hardest shape these rails have carried was a multi-party agreement with parallel tiered offers and settlement in two currencies; a quarter of ordinary deals is comfortably inside that envelope.
Our payment plan is a deposit now, three installments, then a subscription. Can it run that?
Yes, and in one schedule rather than three workarounds. A schedule can mix a one-off fee, an intro rate and an ongoing subscription; a finite plan lists its installments each with its own amount and due date, and each one is invoiced and charged automatically when it falls due. Cards are charged off-session and idempotently, a plan change keeps the client's agreed prices to the cent, and an expired card pauses the subscription until a working one resumes it and collects the balance. If you already run some of this billing elsewhere, it can be mirrored in and kept in sync instead of migrated.
Where does all the client information come from?
It is collected while the deal moves, instead of requested after the yes. A prospect arriving through your own site lands in the pipeline with their details already structured. Party data goes onto country-aware fields, because the platform knows what a legal identity requires in each of [41 countries](/internationalization/), and each party is described to the level the specific document demands. Whatever is still missing when the contract is due, the gate names as a checklist, the client can supply through their own portal, and the document issues itself when the last gap closes. Nothing is asked twice, and nobody types an IBAN out of an email thread.
What stops the contract saying one number and the invoice another?
The same field cannot disagree with itself. The accepted offer's figures are stored once and referenced by the contract, the invoice and the charge, so there is no re-typing step where drift can start. Exchange rates are the one place with a real choice, and it is yours: pin the rate at acceptance so a cross-currency client is billed the figure they saw, or let fiscal documents convert at the statutory rate of their issue date, the way Romanian invoices carry the BNR rate of the day. Whichever policy applies, the rate that touched the money is stamped on the document and never silently recalculated.
How does the team find out a deal moved?
The system that made it true announces it. Offer accepted, contract signed, invoice paid: each event can be routed to any Slack channel in real time, and webhooks carry the same events anywhere else. Nobody refreshes a dashboard to learn the quarter closed.
What does it cost for a sales team?
The packs are public: Sales at €19.99 a month, with Invoicing, Contracts, Billing Schedules and Banking at €9.99 each, per organization rather than per seat. Adding the eighth rep costs the same as adding the second: nothing. There is also a free tier with real limits, which is where "run one deal through it" starts.