Proposals, signatures, invoices and payments, set up for you

Proposals in docs, invoices in another tool, clients scattered across your inbox. Simon, who builds Workspace369, sets it up with your branding, clients, templates and automations, then hands it back ready to send your next proposal.

Solo Setup $450 in 3 business days. Team Setup $1,500 in 5. You pay for your own Workspace369 plan.

No call needed. Questions go to contact@app369.com; we reply by email, usually within one business day.

This fits when

  • You write proposals in docs and chase signatures by email
  • Invoices live in a different tool from your clients and projects
  • Overdue invoices depend on you remembering to follow up
  • You tried a new tool before and never finished setting it up
Offer 04

Workspace369 setup, done for you

You run your business alone, with proposals in docs, invoices in a separate tool and clients scattered across your inbox. Simon sets up Workspace369 so proposals, signatures, invoices and payments live in one place, and hands it back ready to use. Built for designers, developers, writers, coaches, photographers, video editors and consultants.

Solo Setup

For freelancers and solo service providers.

$450
3 business days
  • Your branding on the workspace and client portal
  • Import of up to 100 clients from CSV
  • 2 proposal templates clients approve and sign online (for example, one project and one retainer)
  • 1 invoice template with online payment (you complete your own Stripe onboarding)
  • 1 recurring invoice or retainer schedule set up
  • 2 email automations: proposal reminder and overdue-invoice nudge
  • One recorded walkthrough and 7 days of written support

Runs on your own Workspace369 Cadet plan: $29/month for 1 seat, after a 14-day trial. Upgrade to Voyager ($74/month) only if you want public intake forms.

Team Setup

For small agencies and consultancies.

$1,500
5 business days
  • A branded workspace and client portal
  • Import of up to 250 clients from CSV
  • 3 proposal templates clients can approve and sign online
  • 2 invoice templates with online payment (you complete your own Stripe onboarding)
  • A public intake form that creates the client record
  • 3 automations: lead follow-up, proposal reminder and overdue-invoice nudge
  • A booking page (Specialist plan or higher)
  • Recorded walkthroughs and 14 days of written support

Runs on your own Workspace369 Voyager plan ($74/month, 2 seats) or Specialist plan ($149/month, 10 seats), after a 14-day trial. Intake forms need Voyager or higher; online booking needs Specialist or higher.

Not included

  • Migrating historical accounting data
  • Custom integrations
  • SMS number compliance (a $50 carrier fee on Voyager and above)

Delivery

Solo Setup: 3 business days after your trial starts and your client CSV and logo arrive. Team Setup: 5 business days after your trial starts and your client CSV and branding arrive.

You pay for your own Workspace369 plan. The setup fee is one-time.

Not sure it fits? Email a question about this offer; we reply by email, usually within one business day.

How it works

  1. Step 1

    Start your trial and pay

    Start a Workspace369 trial, then pay for the setup that fits: Solo for one person, Team for a small agency.

  2. Step 2

    Send your clients and brand

    A client CSV and your logo or branding. Proposal and invoice wording you already use is welcome.

  3. Step 3

    Setup is built

    Branding, client import, proposal and invoice templates, online payment and the automations listed in your tier.

  4. Step 4

    Walkthrough and support

    A recorded walkthrough, then written support for 7 days (Solo) or 14 days (Team).

Questions before you pay

Which Workspace369 plan do I need?
Solo Setup runs on the Cadet plan. Team Setup runs on Voyager or Specialist; intake forms need Voyager or higher and online booking needs Specialist or higher. Current prices are on workspace369.com.
Do you connect my Stripe account?
You complete your own Stripe onboarding, since it needs your identity and bank details. Online payment on the templates is set up around it.
Can you move my old invoices over?
Historical accounting data isn’t migrated. Clients are imported from CSV.
Do I need a call before I pay?
No. The scope, price and delivery time are on this page, and everything happens in writing. If you want to talk live, calls cost $100 per 15 minutes, paid upfront.
Who owns what you deliver?
You do. The code, videos and files delivered under this offer belong to you once paid.

Ready to start?

Pay online and send what the work needs by replying to the Stripe receipt. Simon, who builds and runs the Flutter and Firebase SaaS Workspace369, does the work himself.

Further reading