Features

Describe your project in plain English and get a comprehensive quote with line items, quantities, and pricing in seconds.

AI suggests services and pricing tailored to your client's industry, size, and business type.

Save your best services as templates. AI learns from them to make better future suggestions.

Get intelligent pricing suggestions based on industry standards and your business location.

Use variables like {clientName} to personalize descriptions automatically across the entire document.

Auto-generated, professionally written descriptions for common agency services.

Visual pipeline view showing exactly where every quote is in your sales process (Draft, Sent, Viewed, Approved).

Track every interaction: see when quotes are sent, viewed, and approved by clients.

Automatically trigger next steps when a quote is accepted: choose to generate an invoice or create a contract.

Easily add new services to your permanent library directly from the quote creation screen.

Add risk percentage to line items to protect against scope creep. Visible to you, hidden or blended for clients.

Set a target profit margin (e.g., 20%) that automatically adjusts pricing on top of your base costs.

See your costs, markup, and final price update instantly as you tweak hours or rates.

Visual indicators show exactly what you earn vs. what you charge.

Apply fixed amount or percentage discounts with automatic total recalculations.

Let AI analyze your line items and suggest appropriate risk buffers based on project complexity.

Step-by-step flow to generate a contract from a quote. Pulls in deliverables, timeline, and pricing automatically.

Legally binding e-signatures for you and your clients. No separate DocuSign account needed.

Flexible payment schedules (50/25/25, installments, milestones) that automatically generate invoices. No manual duplication needed.

Create reusable contract templates with placeholders for project-specific details.

Automatically list quote line items as binding deliverables in the scope of work section.

Configure contracts to automatically collect a deposit or issue a recurring invoice immediately upon signing.

Invoices generate automatically based on contract payment schedules or recurring intervals.

Set up weekly, monthly, or annual retainers once. Tillage handles generation and delivery forever.

Use dynamic variables like {currentMonth}, {year}, {nextMonth} in invoice titles to automate naming without manual editing.

Accept credit cards and ACH bank transfers directly on the invoice.

Secure, mobile-friendly links that let clients pay without logging in.

Optionally pass credit card processing fees to clients automatically.

Know the exact moment an invoice is viewed, and receive instant confirmation when paid.

Process payments on behalf of your clients (e.g., over the phone) directly from the admin dashboard.

Clients can store multiple cards or bank accounts and choose which one to use for each invoice.

Mark invoices as paid, send reminders, or duplicate invoices directly from the list view without opening them.

Pull existing Stripe subscriptions directly into Tillage to automatically set up your monthly recurring revenue.

Clients with multiple contacts can select exactly who is making the payment for better record-keeping.

Upload client logos and brand colors to automatically personalize quotes and contracts for each specific client.

Manage multiple stakeholders per client with individual contact details and roles.

Clean up your database by merging duplicate client records while preserving all history and invoices.

Your logo, your colors, your brand. On every quote, contract, and invoice.

Documents look perfect on phones, tablets, and desktops. Easy for clients to review on the go.

Secure tokenized links mean your clients don't need to create an account to view or pay.

One-click PDF generation for any document if clients prefer hard copies.

One-click import of all clients and contacts from Harvest. Intelligent duplicate detection included.

Automatically detects recurring invoice patterns from your Harvest history and seeds them as recurring subscriptions.

AI-powered forecasting showing expected revenue based on open invoices and recurring subscriptions.

Track Monthly Recurring Revenue growth from your retainer clients automatically.

See exactly who owes what and how long it's been outstanding.

Identify your most valuable relationships and trends.

Create unlimited quotes, invoices, and clients for free. Only pay when you process payments.

256-bit encryption and secure infrastructure ensuring your data is safe.

Your data belongs to you. Export your information at any time.

Invite team members with role-based permissions (Premium).