Easily reuse your contracts and retainers by setting your duration and period, auto-renewal, invoice information, billing type and more.
Save project plans with budgets, dependencies, and assignments.
Streamline your client onboarding process by saving all your quotes, project plans, milestones, tasks and dependencies.
Inclusions allow you to track and invoice for expenses/costs/services within a period in addition to the fee charged for the work performed in the retainer. Recurring inclusions are automatically added as line items when an invoice is created for a period.
Release automatic emails associated with a retainer, providing you and your team with customizable, reusable, automated reminders.
Override any templated rates associated with the template, by easily configuring the rate you want to charge for different projects or retainers.