Invoices, Estimates & Contracts

Send It. Sign It. Get Paid—

All in One Flow.

Skip the PDF shuffle and disconnected tools. Create, send, sign, and collect without ever leaving your CRM.

When deals depend on signatures, every delay costs momentum. PDFs get lost, follow-ups get missed, and getting paid takes longer than doing the work. RevMax turns proposals, contracts, and invoices into one connected system—so you can go from “quote” to “closed” in minutes. No copy-paste. No Zapier. No chaos.

What You Can Do With RevMax Docs

Send Proposals That Close

Start from branded templates. Add pricing, terms, and notes. Send, track, and get approvals—all in one connected system.

Turn Signatures Into Automation

Once a client signs, RevMax triggers what’s next—invoice creation, onboarding, or delivery—without manual follow-ups.

Collect Payment Instantly

Add built-in payment buttons or deposits to contracts and invoices so clients can sign and pay in one step.

Automate the Back Office

Each signature updates the CRM, deal pipeline, and accounting syncs—so your ops and sales stay in sync automatically.

Keep Every Deal Organized

No more searching for “final_final_v3.pdf.” Every document, approval, and payment is logged in one unified timeline.

Document Features at a Glance

  • Proposal & Estimate Builder

  • Smart Templates & Variables

  • Built-in E-Signatures

  • Proposal → Invoice Conversion

  • Branded Contracts

  • Custom Fields & Pricing Tables

  • Custom Fields & Pricing Tables

  • CRM Sync & Stage Automation

  • Status Tracking & Reminders

  • Multi-Signer Support

  • Audit Trails & Analytics

  • Stripe / PayPal Integrations

  • Approval Workflows

  • Activity Timeline by Deal

Make Signatures Part of the Sales Flow

Documents shouldn’t slow down deals—they should close them.

RevMax brings your quotes, signatures, and payments into one smooth system that helps you sell faster and deliver sooner.

Why Growing Teams Choose RevMax for Docs

One Platform from Quote to Cash

Proposals, contracts, and payments work together—not across five tabs.

Close Faster with Less Friction

Automate sign-offs, reminders, and next steps—so deals never stall.

Consistency Without Compromise

Every document matches your brand, terms, and pricing without relying on templates in ten tools.

Smarter Sales-to-Ops Handoff

Signed docs automatically update projects, workflows, and billing—so delivery starts the second the deal closes.

Stop Chasing Paperwork.

Start Closing Faster.

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