Blog
Notes from the operating system.
Product releases, agency playbooks and the occasional engineering story — written the way we write everything: plainly.
Introducing sequential signing
CEO, then CFO, then legal — documents can now be signed in an order you set, with each signer notified on their turn. Here's how it works, and why declines are the interesting part.
How to price your agency plans
You control the tiers, the trials and the margin. A framework for deciding what your Starter, Studio and Enterprise should cost — with real proration math.
The white-label playbook
How a five-person studio reads like fifty: the domain, the portal, the sender address, and the three places clients actually look.
Dry runs: rehearse on real data
The scariest button in any automation tool is “activate.” We built a rehearsal mode so you never press it blind.
Overdue means midnight — but whose?
A due date is a calendar date, and calendars belong to people. How we rebuilt overdue detection around the client's timezone, and the DST edge cases that bit us.
Stop selling hours. Sell retainers.
Recurring revenue changes how an agency sleeps. The mechanics of moving clients to monthly billing — prorated starts, auto-pay and all.
From inquiry to signed proposal in one afternoon
A start-to-finish walkthrough: the intake form, the template with variables, the workflow chain, and the automation that sends it all.
SELECT … FOR UPDATE;
-- re-check the slot inside the lock
COMMIT;
The double-booking that can't happen
Two guests, one slot, same second. Why we lock the scheduler row instead of hoping, and what it costs.
The billing dashboard
Documents track the work; money deserved its own page. A tour of outstanding, overdue and everything on a schedule.
Read less. Ship proposals.
Everything in these posts is in the product today — brand a trial workspace and see for yourself.
Flat price. No usage charges. Ever.