Revenue workflow platform for service businesses

Stop copying information
between five tools.
Start closing deals faster.

Invoizmo connects your proposals, agreements, and invoices in one smooth flow — so you spend less time on admin and more time doing the work that actually pays.

Trusted by 25,000+freelancers, agencies, and consultants  ·  Free plan available


Why it breaks down

The average service business
juggles four tools to get paid once.

Every tool switch is time you don't get back — and every manual re-entry is a chance for something to go wrong.

Tool fragmentation

Proposal in Canva, contract in DocuSign, invoice in Wave — three logins, three different design systems, zero visibility across the full client lifecycle.

Manual re-entry kills momentum

You wrote the client name in the proposal. Now type it again, and again, and again. Every duplicate field is time taken away from actual work.

Cash flow waits on admin

The invoice goes out three days late because you had to rebuild it from scratch. That gap is money sitting idle — and most businesses don't even track it.

Unclear next steps

Was the proposal approved? Has the client seen the agreement? When is the invoice due? These questions eat up hours every week.


The flow

One path from first conversation
to money in your account.

Every step carries the client forward automatically — client details, project context, and agreed terms flow into the next document without you lifting a finger twice.

1

Proposal

Lay out what you're offering, at what price, with full context. AI can draft it from a few notes.

2

Agreement

Lock in terms with a legally valid e-signature. The proposal details prefill so nothing gets missed.

3

Invoice

Generate a polished, brand-matched invoice in one click — from the same workspace as your proposal.

4

Payment

Send a payment link. Get notified the moment it lands. Track paid, overdue, and outstanding at a glance.

Revenue moves from idea to deposit — without the administrative drag.

Built for the workflow

Everything you need to run
a professional operation.

No bloated menus. No feature sprawl. Just the tools that actually help you close and collect — designed to work together.

Smart document builder

Proposals, agreements, and invoices in one place. Auto-calculate taxes, discounts, and totals. Set recurring billing in seconds.

AI-assisted drafting

Describe what you need in plain language. Invoizmo drafts the proposal or fills invoice line items — you review and send.

E-signature on agreements

Get agreements signed legally from within Invoizmo. No third-party signing tool needed. Both proposal and agreement live in the same workspace.

Stripe and PayPal built in

Connect your payment account once. Invoizmo handles checkout pages, payment links, and automatic status updates so you always know where you stand.

Your brand, every document

50+ templates ready to go. Upload your logo, pick a signature font, and every document that goes out looks like it came from a serious company.

Real-time revenue view

Outstanding, overdue, and paid — all in one dashboard. Know exactly where your money is and follow up before it becomes a problem.


Quick setup

Up and running in under
five minutes.

01

Create your workspace

Sign up with just your email. Set up your brand profile once — logo, business details, payment account — and it's applied to every document you create.

02

Pick a template or let AI help

Choose from 50+ templates or describe what you need and AI drafts it for you. Either way, your first document is ready in under two minutes.

03

Send and track in one place

Share a proposal, collect a signature, send an invoice, get paid — all tracked in the same workspace with the same login. No tab switching required.


From our users

Businesses that moved faster
with Invoizmo.

★★★★★

"We used to lose deals because our proposal and invoice looked like they came from different companies. Invoizmo fixed that in a week — and our close rate is noticeably higher now."

MK
Marcus Kim
CEO, Northlight Studio
★★★★★

"The AI drafting feature is what surprised me most. I give it a rough outline of the project and it produces something I can send in minutes — then I tweak rather than starting from scratch."

RP
Riya Patel
Strategy Consultant
★★★★★

"I handle all my own billing because I don't need an accountant for it. Invoizmo is the only tool that lets me do everything myself without it feeling like I'm using ten things at once."

SD
Sofia Delgado
Brand Designer, Freelance

Simple pricing

Start free. Upgrade when
you're ready to scale.

No surprise fees. No contracts. Cancel any time.

Free
$0/mo

For freelancers getting started with professional billing.

  • 5 invoices per month
  • 5 proposal templates
  • USD only
  • Default accent color
  • 3 font choices
  • PDF download & trash recovery
Get started free
Agency
$19/mo

For studios and teams managing multiple clients and team members.

  • Everything in Pro
  • Up to 10 team seats
  • Client workspaces
  • Advanced analytics
  • Priority support
  • White-label payment links
  • Custom onboarding
Contact sales

FAQ

Straight answers

No fluff. Here is what people actually ask before they start.


Ready to stop juggling
and start collecting?

Set up your workspace in five minutes. Send your first proposal today and see what it feels like when your tools actually work together.