The figure a client signs is the figure you invoice.

Without one record, a firm loses time twice.

Once at the start, assembling a proposal from the last one and getting a number slightly wrong. Once at the end, reconstructing what was agreed when the client queries the invoice.

The proposal lives in a document, the signed copy in an email thread, the hours in a timesheet tool and the invoice in the accounts package. Every copy is a place for the figure to drift, and the client is usually the one who finds it. Scope creep does the rest: a change agreed on a call, delivered, and argued about three months later.

Proposal to payment, generated from one record.

• Proposals from a record. Consistent and priced from the same figures the contract will carry, so the number the client reads is the number they sign.
• E-signature. The client signs in the browser, and the signed copy files itself against the record with its signature evidence. Client portals & e-signature.
• Milestone, retainer and time billing. Invoices raised when a milestone completes, retainers drawn down against a balance, or hours billed from ERPNext timesheets where you bill on time.
• Change orders. Numbered, priced and signed, so every change carries its own date of agreement.
• A client portal. Documents, invoices, progress and requests, each client seeing their own and nothing else.
• Collections. Reminders and escalation that run on a schedule rather than on someone's discomfort. Workflow automation.

Underneath sits ERPNext: projects, timesheets, payment terms and the ledger, with no per-seat licence growing with your headcount.

We run our own studio this way.

Every SolaryxDev client reads proposals, signs contracts, pays invoices and follows the project in our portal, and our own agreements are signed there. The awkward parts, a client re-reading a document six months later, a co-signer, a change order mid-project, are built and in use.

One rule does most of the work. What the client reviews on screen and what the signed PDF renders come from the same source, so they cannot differ. Where two templates exist for one document, they eventually disagree, and the disagreement surfaces in a dispute.

Models work on the documents, and people set the price.

A private knowledge base answers from your past proposals, contracts and statements of work with the file and page cited, so a new proposal starts from what was agreed last time. Call notes are summarised against the right client, with the follow-ups created as tasks, and routine letters are drafted and held for a person to send.

The price, the scope decision and anything sent to a client for the first time stay with a person, and the code enforces it.

The move to one record, step by step.

• Document audit. We collect your current proposal, contract, invoice and statement, along with every exception your team handles by hand.
• Templates and legal blocks. Rebuilt so they are generated, with your terms and the clauses your jurisdiction needs.
• Pipeline and stages. Enquiry to proposal to signature to delivery to invoice, with what may be automatic named explicitly.
• Portal and roles. What the client sees, what a co-signer sees, what your team sees.
• Parallel run and cutover. One full cycle before the old way is switched off.

The engagement itself works the same way: one fixed price against a signed scope, milestones visible in your portal as they happen. How we work sets out the five steps, and our guide to e-signatures in the UAE covers the law in more depth.