Contracts with change tracking
- ✓Clause library and starter templates
- ✓Clients suggest wording changes on the contract page
- ✓Tracked insertions and deletions, with author and time
- ✓Accept or reject each change, then sign online
THE TABULOX PLATFORMEverything connected.
Everything connected.
Built to move work forward.
Client relationships, business development, project delivery, and financial visibility in one AI-powered workspace.
Start 14-day free trial →Designer-grade proposals
- ✓10 starter templates and 5 visual themes
- ✓Rich sections, images, and a reusable section library
- ✓Your branding on every page and PDF
- ✓View tracking, stale alerts, and one-click reminders
Tabulox AI
- ✓Writes complete proposal and contract drafts
- ✓Drafts quotes and invoices with line items
- ✓Creates clients and contacts
- ✓Drafts only: nothing is sent without you
Get paid online
- ✓Card, ACH, and bank transfer through Stripe
- ✓Accept and pay a quote in one step, with deposits
- ✓Signing a contract creates the invoice
- ✓Automatic due-soon and overdue reminders
Clients and sales
- ✓Client and contact records
- ✓Opportunity pipeline on a Kanban board
- ✓Lead capture forms that create opportunities
- ✓Online booking with calendar checks and deposits
Delivery and your clients
- ✓Projects, tasks, Kanban, and calendar views
- ✓Retainers and recurring invoices
- ✓Client portal for documents, payments, files, and messages
- ✓Custom-branded invoices and quotes
BUILT AROUND YOUR BUSINESSFrom opportunity to payment.
From opportunity to payment.
One connected platform.
Start working with Tabulox and put your client lifecycle in one place.