Win the work, and sign it in the same place
Pipeline, quotes, contracts and e-signature in one record. When the client signs, the project starts.
- E-signature on every plan
- Your own rates and price books
- Free for up to 5 people
- AccountWho you work with
- DealWhat you might win
- QuoteWhat you'll charge
- ContractSigned online
- ProjectDelivered and costed
- InvoiceBilled and chased
The signature starts the project
Turn an accepted quote into a contract from your own templates and send it for signature. The moment the last party signs, the project is created with its budget and milestones.
- Templates for master services agreements, statements of work, change orders and support agreements
- Signers confirm with a one-time code; the signed document is sealed and carries a certificate
- Automatic reminders to anyone who hasn't signed yet
- Renewal dates tracked from the contract
SHA-256 recorded with the signed PDFQuotes built from your own rates
Add day rates and products from your catalogue, or a client's own price book. Discounts above your limit go for approval before the quote can be sent.
- Price books per client, imported from a spreadsheet if you have one
- Revisions kept, with a clean PDF for the client
- Prices are fixed on the quote, so a later rate change never alters what the client saw
| Line | Qty | Total |
|---|---|---|
| Discovery engagement | 8.24 day | £9,888.00 |
| Discount 15% approved | −£1,483.20 | |
| Total | £8,404.80 |
A pipeline that tells the truth
Every deal carries its value, probability and close date. Avaro Core counts how often that date has slipped, and flags deals that have gone quiet.
- Weighted value by stage, with "mine" and "slipped" views
- Leads convert to deals, keeping their history
- Every call, meeting and email on one timeline
Discovery 28 · £2.4m
Proposal 23 · £2.1m
Contract 14 · £1m
Know what's coming in
Signed work not yet invoiced sits next to the open pipeline weighted by probability, so you can see the next quarter before it arrives.
- Contracted revenue, from signed contracts
- Weighted pipeline by stage and by judgement
- Renewals listed by contract end date
Everything else sales needs
Accounts and contacts
Companies and the people at them, with a full activity timeline.
Leads
Qualify enquiries, then convert them to deals in one step.
Renewals
Every contract's end date in one list, before it lapses.
Activity report
See which open deals haven't been touched recently.
Client portal signing
Clients sign and find their contracts in their own portal.
Price book import
Bring your products and rates in from a spreadsheet, with a preview first.
Common questions
Are electronic signatures legally valid?
Electronic signatures are recognised in UK law for most commercial contracts. Avaro Core records how each person signed: their email, a one-time code, the time and their IP address, and seals the signed document with a certificate. Some documents, such as deeds, have extra formalities; take advice if you're unsure.
Can we use our own contract wording?
Yes. Create your own templates, with merge fields for client, dates and values, then reuse them for every contract.
Do we need a separate e-signature tool?
No. E-signature is included on every plan, including the free Base plan.
Can we bring our existing price list?
Yes. Import products and rates from a CSV file and check a preview before anything is added.
Sign your next client in Avaro Core
Free for up to 5 people, with no card needed. Set up in minutes.
Prices exclude VAT.