17hats

Combine Quote, Contract, and Invoice into one professional-looking document for faster creation, delivery, and completion

Electronically send and sign contracts with e-signature capability to ease the process and reduce paperwork

Automatically thank clients and send them an electronic copy when they complete a document

Automatically remind clients about past due documents with personalized emails

Stop reinventing the wheel with reusable templates for emails, quotes, contracts, invoices, and questionnaires

Get to information quicker with intuitive questionnaires where answers to certain questions prompt branch follow-up questions

Create and send professional invoices quickly and easily with logo and personal message options

Gather contact details and images from clients with automated online questionnaires for lead vetting

Create professional quote templates with your logo to save time and provide stellar client experience

Send emails via your email account and auto-import lead and client emails into 17hats

Know when clients have read emails sent through 17hats with status labels for email tracking

Create templates to send consistent, professional-looking emails with tokens for personalization

Sync your regular and 17hats email to track all client correspondence stored directly in their project

Send emails quickly from inside a contact's project page with emails coming from your email address

Create and save client emails as drafts within a project and send them later

Create emails and select a specific date and time for scheduled delivery to avoid unprofessional timing

Automatically respond to lead capture form submissions with personalized messages using tokens, even when you're asleep

Embed or link lead capture forms on your website and social media to automatically respond to submissions

Stay on top of leads and never let communication slip through the cracks to avoid missing great prospects

Track and analyze where leads originate from (social media, referrals, events) to optimize marketing efforts

Special attention for wedding business leads originating from The Knot or WeddingWire platforms

Each completed lead capture form triggers a step-by-step workflow to automatically start your process

Easily categorize transactions and find specific business transactions fast

Integrate with Stripe and Square to allow clients to pay invoices online with credit cards and ACH transfers

Add custom payment schedules to invoices allowing clients to space out payments over time

Automatically charge a client's credit card on a recurring schedule for recurring services

Automatically send invoices on a recurring schedule (weekly, monthly, or custom) for recurring services

Allow clients to save their credit card details for easy payment of future invoices and automatic payments

Enable tipping for quotes, invoices, and online payments to allow clients to leave extra dollars

Automatically sync with connected calendars to prevent double bookings and ensure accurate availability

Book multiple people per one time slot for group services and events

Automate the booking of consults, services, and product pick-up to prevent double bookings and save time

Advanced scheduling features including pay upon booking, Zoom link creation, and more

Allow clients to choose a service, date, and time for booking with automated confirmation

Allow clients to pay at the time of booking with advanced online scheduling to reduce no-shows

Collect custom information from clients during the booking process to streamline workflows

Automatically create a unique Zoom URL and link it with each booking through online scheduling

Keep track of unlimited clients and their projects with key information at your fingertips

Create your own custom data fields for contacts and projects to store specific business information

Actionable dashboard that automatically populates important dates, tasks, and activities that need your attention

Manage two brands in your business with everything under the same roof, keeping brands completely separate with no overlap

Add team members to your brand to seamlessly manage your business

Track leads and clients through different stages of the client experience

Neatly organize and store documents, communication, events, notes, and to-dos for your contacts

Store the details of a contact's friends, family members, and wedding party for a professional and personal client experience

Add contact and project tags for easy filtering and bulk actions to identify similar contacts or projects

Quickly see how much money you are owed that is considered past due

Automatically generated report showing the total amount each client has paid for a specified period

Automatically generated report to keep informed on the popularity of each product or service sold

Get a snapshot of how well your business is doing by seeing money coming in and going out

Automatically know exactly how much you need to pay based on your total sales

Quickly see the amount of money coming in for future time periods

Create step-by-step processes that are applied to each project, automating document and email sends

Share your calendar and sync with Google Calendar and link with Apple Calendar to manage all events in one place

Create a secure place for clients to access important documents, event details, and complete forms

Download the free app to run your business from the palm of your hand on the go

Track billable and non-billable time and adjust hourly rates by project

End endless sticky note lists with automated to-do management that keeps due and upcoming tasks prioritized

Automate recurring to-dos and emails for every client to ensure you never miss a step