How it works
One link for your client. One timeline for you.
Your client opens a private link, with no account to create. You see where every deal stands, what each client saw and signed, and what is paid.
For your client
Everything on one page, in order
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Read and sign
Each document opens on the page. The client signs each one, and Hereto keeps the exact text shown and a PDF of the page.
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Choose options
Add-ons and plans show their price, and the total updates as the client picks.
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Pay
By card or bank transfer (ACH), through Stripe Checkout and Stripe invoices. The money goes to your Stripe account.
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Approve or ask for changes
Each delivery has a review window. The client approves it or sends one list of changes, up to the rounds in the contract.
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English or Spanish
The client picks the language on the page. Emails follow that choice.
Northline Studio
Website for Rivera Dental
- Read and sign Oct 3
- Deposit $500.00 paid
- Delivery 1 and changes Oct 21
- Second payment, 40% $1,999.60
- Balance and launch $2,499.40
- Hosting and care From launch
Pay $1,999.60 by card or ACH
For you
Less chasing, fewer spreadsheets
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Offers from your price list
Products, add-ons and terms live in a price list with versions. Each offer keeps the version it was made on.
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Dates the playbook keeps
Hereto sends reminders, expires unanswered offers and closes review windows on the dates the playbook sets.
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One timeline per deal
Every signature, payment, email and change, with who did it and when.
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Your brand
Your logo and company details on the client page, the emails and the documents.
Records
A record you can show
- Each signature keeps the text the client saw and a fingerprint of the document
- Each payment is tied to the step it paid for
- Each offer keeps the contract versions it was sent with
- The activity log is append-only: entries are added, never edited
Join the beta.
Hereto opens to a small group of studios first. Tell us how you sell today and we will write back.
Join the beta