Overview
Business Intelligence
Your financial & contract snapshot.
Recent Documents
NumberClientAmountTypeStatusDate
Create
New Document
Client Details
Invoice Details
Line Items
| Description | Qty | Unit Price | Subtotal |
|---|
Subtotal: £0.00
VAT: £0.00
Total: £0.00
Notes
Live Preview
FlowNest
Document
Pre-Invoice
Reference
—
Date
—
Fill the form to build your preview
Records
Invoice Archive
NumberClientAmountTypeStatusActions
Legal
Service Agreement
Paste your contract template below. Use {{VARIABLE}} placeholders — they auto-fill from client details.
Client Details
Project Details
Scope Items
Electronic Signature
Sign Agreement
Draw your signature below
Sign here with mouse or touch
Type your name to generate signature
✓ Signature Adopted
Adopted Signature
Saved Agreements
No agreements saved yet
Configuration
System Settings
Your Business Details
Bank / Payment Details
n8n Email Automation
Configure your n8n webhook below. The system sends different payloads based on document type:
In n8n: use a Switch node on
documentType: "pre-invoice" · documentType: "invoice" · documentType: "agreement"In n8n: use a Switch node on
documentType → route to separate Send Email nodes. Each email automatically includes a CC to your address.
SignWell eSignature Integration
Legally binding electronic signatures via SignWell. Agreements will be sent for signing instead of email. First 25 documents/month free, then £0.59 per document.