Accordio Documents

Proposal to contract to invoice.
One thread, start to paid.

Ask for it from Claude, WhatsApp or Slack, or bring a draft you already wrote. Accordio turns the proposal into a contract you sign, and the signed contract into an invoice. Nothing retyped.

Get started free

Free to start. No card needed.

Proposal · Acme CorpContract · Acme Corp
Invoice · INV-042
app.accordio.ai/proposals/website-redesignapp.accordio.ai/contracts/website-redesignpay.accordio.ai/inv-042
Website Redesign
Send
Invoice
Invoice
Paragraph
$1,500
$2,000
$1,000
Total
CONTRACT
Service Agreement
Between Roma Bors and Acme Corp
1. Scope of Work
2. Payment Terms
Client agrees to pay a total of $4,500, due within 14 days of invoice.
3. Timeline
Freelancer signature
Client signature
Accordio
Invoice No.
INV-042
Issued
May 30, 2026
Due
Jun 13, 2026
Billed to
Acme Corp
billing@acme.com
Invoice details
Before

Three documents, three tools, the same details typed three times.

With Accordio

Each document drafts the next one.

Proposal in a doc, contract from a template, invoice in a third app
Retyping scope, price and dates at every step
Emailing PDFs back and forth for signatures
No idea who opened, signed or paid what
Proposal or pitch deck drafted from a brief or call notes
Client approves, the contract drafts itself. You review and sign
Signed contract fills the invoice, milestones included
Opens, signatures and payments tracked in one thread
Already have a draft?

Bring it. Finish it here.

Wherever you wrote it, the last three steps happen in Accordio.

1

Paste or upload

A blank document takes a paste. PDF, DOCX and TXT upload and come back as an editable contract.

Drop a PDF, DOCX or TXT
Contract.pdf
SOW.docx
Terms.txt
Editable contract
2

Add what a draft cannot carry

Signature fields, payment terms, a deposit and a reminder schedule.

Signature · both parties
Net 14 · bank transfer
Deposit 30% on signing
Remind day 3, 7, 14
3

Send one link

The client reads, asks questions and signs from their phone. You see every open and hear the moment it is signed.

accordio.ai/sign/acme
Sign here
Sign
Opened · just now
Signed
Documents

Three documents.
One thread.

Every step is drafted from the one before it. You approve, sign and send.

accordio.ai/review/acme-brand-2026
Approve
DocumentDeck
Prepared for Acme Corp
Brand Identity & Website Redesign
Proposal · Jul 10, 2026 · 6 weeks
Project overview
Scope of work
Brand strategy and competitive audit
Logo redesign and brand guidelines
8-page responsive website
Investment
Essential
$4,500
Professional
$7,800
Premium
$12,000
Acme Corp
Brand Identity & Website Redesign
A proposal in 8 slides · 6 weeks · from $4,500
1 / 8Opens in the browser, no download
Draft a proposal for Acme with three tiers
Proposals and pitch decks

Win the work before the contract exists.

A brief or your call notes become a written proposal or a designed pitch deck. Send one link, the client approves in a click.

AI writes the proposal or builds the deck from your notes
One link to review and approve, no client account needed
Approval starts the contract draft automatically
Pending
Waiting for client signature
Acme accepted. Contract draft is ready to sign

Approved proposal in. Signed contract out.

The contract is drafted from the accepted proposal: same scope, price and dates. You review it, sign, and send the link.

Scope, milestones and payment terms carried over, not retyped
Built-in e-signature, ESIGN and eIDAS compliant, full audit trail
Reminders until it is signed, and a ping the moment it is
Contract
Active
Invoice milestone one for Acme

A signed contract already knows how to bill.

Invoices pull milestones, rates and terms straight from the contract. Get paid by bank transfer with automatic reconciliation, or add your own card link.

Milestone and hourly invoices generated from contract terms
Incoming payments matched to invoices through bank sync
Reminders that chase late invoices for you

Generate from Claude, WhatsApp or Slack.

The same document tools work wherever you already are. Every draft lands in Accordio for review before anything reaches a client.

Ask Claude with the Accordio connector, or text Accordio on WhatsApp, Telegram and Slack
Nothing is sent, signed or billed without your confirmation
Drafts, edits and status all live in the web app

Generate from meeting notes

Paste call notes or a brief. Scope, timeline and payment terms come out filled in.

Draft a contract from my meeting notes
Call notes · 12 min Generate contract
Contract
Website Redesign · Acme Corp
1. Scope of work
2. Timeline
3. Payment terms

Smart variables

Client name, dates and amounts as color-coded fields. Clients fill them in before signing.

Set this contract up for a new client
Service Agreement
This agreement is between Roma Bors and {{client_name}}Acme Corp, starting {{start_date}}Sep 15, 2026. The total fee is {{total_fee}}$4,500, due within 14 days of invoice.
3 fields for the client

Real-time tracking

Know when the client opens, approves, signs and pays. Notified at every step.

Did Betty sign the contract yet?
ContractStatus
Mutual NDA · Acme Corp
Awaiting signature
Viewed
Fully signed
Website Redesign
Fully signed
Monthly Retainer
Draft
Sarah Chen viewed the NDA
Contract signed! Sarah Chen

Version history

Every edit tracked. Compare, restore, and keep a clean audit trail.

Bring back yesterday’s version
Version history
v3
Payment terms updated
Just now
v2
Scope revised after call
Yesterday
Restore
v1
Created from meeting notes
Sep 2
−
+Net 14 days · 50% upfront

Client AI chat

Clients can ask up to 10 AI questions about the contract before signing. No lawyer needed.

Can my client ask questions before signing?
Ask about this contract
7 of 10 left
What happens if I cancel after the design phase?
You pay for the completed phase only. Section 6.2 sets a 14-day notice.
From section 6.2 · Termination
Ask a question about this contract...

Tell it what to do. It’s done.

Connect your office once. The tools are built in, and the admin gets handled without you opening a dashboard.

Accordio
Claude
Gmail
WhatsApp
Google Calendar
Google Drive
1

Connect your office

Link your email, calendar, and tools you won't replace. Two minutes, nothing to migrate.

Contract
Invoice
Proposal
Form
Slides
2

The tools are built in

Contracts, invoices, proposals, forms, slides. The whole office ships inside, nothing to buy.

Accordio

Your morning briefing is ready. 2 overdue invoices, 1 contract expiring Friday.

09:41
👍
3

It runs the admin

It chases what's owed and briefs you before you ask. All from a message, no dashboards.

Every document type covered

From a pitch deck to a milestone invoice, one thread drafts whatever the deal needs.

Project proposalPitch deckScope of workService agreementRetainer agreementNon-disclosure agreementMaster service agreementMilestone invoiceHourly invoiceConsulting agreementSubcontractor agreementIndependent contractor agreementLicensing agreementWebsite design contractMaintenance contractProject proposalPitch deckScope of workService agreementRetainer agreementNon-disclosure agreementMaster service agreementMilestone invoiceHourly invoiceConsulting agreementSubcontractor agreementIndependent contractor agreementLicensing agreementWebsite design contractMaintenance contract
Non-disclosure agreementMaster service agreementMilestone invoiceHourly invoiceConsulting agreementSubcontractor agreementIndependent contractor agreementLicensing agreementWebsite design contractMaintenance contractProject proposalPitch deckScope of workService agreementRetainer agreementNon-disclosure agreementMaster service agreementMilestone invoiceHourly invoiceConsulting agreementSubcontractor agreementIndependent contractor agreementLicensing agreementWebsite design contractMaintenance contractProject proposalPitch deckScope of workService agreementRetainer agreement
Subcontractor agreementIndependent contractor agreementLicensing agreementWebsite design contractMaintenance contractProject proposalPitch deckScope of workService agreementRetainer agreementNon-disclosure agreementMaster service agreementMilestone invoiceHourly invoiceConsulting agreementSubcontractor agreementIndependent contractor agreementLicensing agreementWebsite design contractMaintenance contractProject proposalPitch deckScope of workService agreementRetainer agreementNon-disclosure agreementMaster service agreementMilestone invoiceHourly invoiceConsulting agreement

Accordio replaces

PRICING

Free to start.
Legend for all tools.

The tracker is free forever. Legend adds the money documents and the agent that sends and chases them. 14 days free, no credit card.

Legend

Save 25%

Every tool, the agent, and the drafts that get you paid.

$39
$29/month

Per month, billed yearly ($348).

10,000
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Start 14 day free trial
  • Every feature, every future update
  • No credit card to start

Free

Forever

Track time and ask your AI about it. No trial clock.

$0/month

No card. Upgrade the day the hours need an invoice.

Try for free
  • Mac tracker, timers and full history
  • Unlimited clients and projects
  • Claude and ChatGPT read and log your time
  • Virtual assistant in WhatsApp or Telegram
  • Client-ready timesheets
  • Mac time trackerFree
  • Contracts with e-signature
  • Invoices with payment links
  • Claude and ChatGPT connectorFree
  • Proposals clients accept
  • Payment reminders
  • Log time from WhatsAppFree
  • Client portal
  • Bank reconciliation
  • TimesheetsFree
  • Booking links
  • Expenses and P&L
  • Forms and questionnaires
  • Estimate widget for your website
  • Tax report
  • Meeting briefs before calls
  • Meeting recording and notes
  • Deadline and follow-up reminders
  • Pitch decks
  • Custom branding from your website
  • Gmail, Calendar and 160+ apps

Every plan includes unlimited clients and projects. 14-day free trial on Legend, no credit card, cancel anytime.

FAQ

Describe the work, or paste your call notes. Accordio drafts a proposal or a pitch deck and you send one link. When the client accepts, a contract is drafted from that proposal with the same scope, price and dates. You review it, sign it and send it for the client’s signature. Once signed, invoices are generated from the contract terms and milestones. Every step stays a draft until you approve it.

Yes. Paste it into a blank document or upload the PDF, DOCX or TXT and Accordio turns it into an editable contract. Add signature fields, payment terms and a deposit, then send one link. The client signs from any device, and the signed copy comes back with a timestamped audit trail.

Yes. Make the deposit the first milestone. Once the contract is signed, invoice that milestone from it, payment link attached, and reminders chase it until it lands.

Yes. A proposal can be a written document or a designed slide deck. Both come from the same brief, and an accepted deck feeds the contract draft the same way a written proposal does. Deck text is editable inline in the editor.

Yes. Connect Accordio to Claude and ask it to draft a proposal, contract or invoice. Or text Accordio on WhatsApp, Telegram or Slack. Drafts land in the web app for review, and nothing is sent, signed or billed without your confirmation.

Yes. Contracts follow standard legal frameworks and include the necessary clauses. The built-in e-signature is ESIGN and eIDAS compliant with a timestamped audit trail, so a signed contract is enforceable. Clients sign from any device, no account required.

Everything. Edit any section, add custom clauses, change terms, or ask the AI to revise a specific part. Twelve themes cover the look, and you can save templates for recurring project types.

Accordio handles the heavy lifting for standard freelance contracts. For complex legal situations or high-value engagements, we always recommend consulting a qualified attorney. Our contracts provide a strong professional foundation.

Start anywhere in the thread. Draft a contract directly from a brief, send it for signature, and invoice from it. Proposals and decks are there when a deal needs them.