SwiftCloud is a True Social Network
When your client signs a document, fills out a form, receives a quote, buys a product, or schedules an appointment, we will create a free account for them if needed, then store the signed document, receipts, and other uploads in a social workroom that you share.
Get Paid Faster, Win More Proposals & Grow Your Business Revenue
- Accept Credit Cards, Paypal, ACH e-Checks
- Estimates, Invoices, Receipts & More
- Bundle into Winning Proposals
- Add Service Items or Custom Line Items
- e-Sign Contract, Receipt, Delivery Options
- Timeclock, retainers, hourly agency options
- Powerful Integration Options, APIs
Executive Summary
Get Paid Faster Online, Win More Proposals, & Streamline Your Business! Create estimates, proposals, invoices, receipts, credit memos. Use one tool or full CRM suite. Track internal costs, create & access from phone, tablet, desktop. Automate follow-up, late fees, recurring subscriptions. Advanced features for taxes, shipping, partial payments, manual adjustments. Email online, store private notes, integrated with customer lookup. API integration, e-Sign options & more. Full setup available.
Upload a word file, clone one of the free templates & edit it, or create from scratch. Bundle docs into envelopes, set the automation & you’re done.
Add your logo & colors then link your website to your doc. Users can sign over the web, or on a tablet in your office or both. Need more? Kiosks, pads & more are options.
Signed docs are emailed to you as legally binding PDFs, sent to the signer with a customizable message & stored online most typically.
Invoices, e-Sign Contracts, Recurring Billing &
More
Create estimates and quotes, purchase orders, credit memos, automate collections, and never drop or lose an invoice.
Simple to use, yet powerful, with easy online payments or offline printing.
Improve Payment Speed
Easy Online Payments
Automate Invoice Reminders
Justify Higher Rates
Simple But Powerful
Automate Marketing
Integrated with SwiftCloud’s e-Signature & User Tracking
Easy Instant Invoices
Easily generate customized great looking invoices in just a few clicks from phone, tablet, or desktop with online credit card payments via PayPal, Stripe & more.
Automatic Income
Pre-schedule collection reminder campaigns, track payment dates, and even auto-generate recurring invoices. Receipts are automated and stored to payor’s accounts with a detailed account history.
Simple But Powerful
Easily create simple invoices in just a few clicks... or use advanced features for partial or milestone payments, shipping, taxes, installation to match real-world needs.
Social Client Portal
All payees automatically receive a free client portal to store their account history, and discuss if needed. You can even get notified when invoices are viewed and paid. Responses to email are piped into a single online portal.
Connected & Integrated
Create estimates in SwiftCRM, auto-link a project dashboard upon payment, track time for billing & much more are easy and seamless as part of SwiftCloud.io. Need to connect some other app? Try our APIs & importer tools.
Getting Paid is Easy
Easily accept credit cards online, note cash payments, track checks in the mail in a variety of currencies on whatever terms you set. Never lose track of unpaid invoices & automate reminders & even escalate collections.
Reports & Status Tracking
Instantly see unpaid invoice timelines, see average payment turnaround per client, and easily update status as payments roll in.
We Work For You
Handle real-world needs like accounting details & integration, late or partial payments, reimbusements & taxes and more.
Device Friendly
Responsive design formatting for Mobile phones, tablets, desktops and even wall TVs. Cloud-based 24/7 access, automatic backups & always the newest version.
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