Capture and qualify
Fits naturally inside Proposal & SOW workflows.
Proposals, contracts, invoicing, and payments in one workflow. Thinks like a consultant: scope → sign → invoice → get paid.
Editorial Summary
Sources: both seed markdown files
Workflow Fit
Fits naturally inside Proposal & SOW workflows.
30 minutes setup keeps activation lightweight for live client work.
3 integrations help keep the rest of your operating stack in sync.
Integrations
Stacks
Alternatives
Lightweight SOW generator. Define scope, set deliverables, export. Done in 5 minutes, not 5 hours.
AI-assisted SOW drafting inside ClickUp. If you already use ClickUp for delivery, your SOW feeds directly into project setup.
Free dashboarding from Google. Connect data sources, build shareable reports, deliver recurring client dashboards at zero cost.