FAQ
No fluff — the most common things prospects ask before they buy, plus the operational details our customers want after they buy.
No. Every plan is a one-time purchase. Your card is charged exactly once at checkout. You own the templates and workflow we build inside your own account.
Visa and Mastercard credit/debit cards through Authorize.Net. We do not store card numbers — your card data is tokenised at the moment of purchase.
Yes. Every plan includes a 30-day money-back guarantee. See our refund policy for the full process.
Yes. We credit the original purchase against the new plan within 60 days. Just message us through your order chat.
Starter Signature ships in 24-48 hours. Workflow Essentials in 2-3 business days. CRM-Connected Suite in 5-7. Enterprise Operations in 7-10. Timing starts from when you submit your brief.
Yes — we work inside your DocuSign / PandaDoc / Dropbox Sign so nothing is locked to us. You revoke access whenever you want and keep everything we built.
Starter: 1. Workflow Essentials: 3. CRM-Connected Suite: 8. Enterprise Operations: unlimited.
Multi-page contracts with conditional sections, multi-party signing, and complex routing are exactly what we specialize in. Send us the PDF — we will tell you which plan fits.
DocuSign, PandaDoc, and Dropbox Sign. Pick one (or two with Enterprise). We can advise on which fits your volume and integrations.
Yes — CRM integration is included from the CRM-Connected Suite plan onwards. Two-way sync, deal-stage triggers, and signed-doc archival.
Yes. Slack alerts, Zapier handoffs, and Drive archival can be added to any plan. Mention them in your brief.
Every order has a built-in chat with our team. Reply right inside your dashboard order page — no ticket portals.
Yes. The Loom walkthrough is included free. Enterprise Operations includes a live 60-minute onboarding call.
Within 30 days, fixes and minor changes are free. Beyond that, we sell flat-rate revision packs — no retainers.