Send a quote in under a minute: pick a client, drop in line items, hit send. Client gets a branded PDF + accept link. The smoothest part of onboarding a new client.
The Contractor Codex
Quote, Contract, Bill — One Branded Portal, Every Step
Send a quote in 60 seconds. Get accepted online. Auto-invoice the deposit. Track the work. Collect the balance. All under your brand — set up in minutes, not months.
Everything You Need
Quick QuotesPick line items, send PDF + accept link by email. Client accepts online — deposit invoice goes out automatically.
Contracts & E-SignaturesSend, sign, and audit contracts in-house — or push them through Docusign.
Stripe-Powered PaymentsPay-Now links at every step. Direct-to-bank payouts via Stripe Connect.
Setup5 Minutes
ClientsUnlimited
ProjectsUnlimited
PriceFrom $15/mo
Features
Everything a Service Business Needs
240 starter line items across 24 industries — from construction to legal to vet — ready to drop into any quote. Edit prices once, reuse forever.
Pick the billing mode per quote: deposit only, bill in full, draft for completion, or deposit + balance draft. Stripe invoices fire the moment the client says yes.
Pay button on the accepted page, in the receipt email, and on every invoice notification — Stripe-hosted checkout (card or ACH) one click away.
Set your business name, accent color, logo, and email domain. Every page, invoice, and notification carries your identity — not ours.
Talk a quote into existence. Describe the job out loud, and the assistant maps your words to your line items and drafts a ready-to-send PDF. Runs over an MCP server, so it works from your phone between sites.
Plug in your own key from Claude, ChatGPT, Gemini, or Groq. You control the cost and the privacy, with no markup on AI usage. In-app links take you straight to where you create the key.
Ask your own portal anything. “Who owes me money?”, “Where are the notes for this client?”, “How do I send the balance invoice?” It reads your ledger and your setup and answers on the spot.
Start and stop work sessions with one click. Track billable and non-billable hours across unlimited projects and clients.
Generate invoices from tracked time. Stripe Connect sends payments directly to your bank — no intermediary holding funds.
Build, send, and digitally sign contracts in-house. Saved signatures, audit trails, and a tamper-evident history baked in.
Need enterprise-grade signing? Push any contract through Docusign with auto-sync PDFs and Connect webhooks — no extra clicks.
Add a co-signer, witness, or company countersigner. Parallel signing, abandoned-form recovery, and duplicate-email guards.
Every edit to a contract template is versioned. Roll back to any prior revision in one click — no copy-paste salvage runs.
Clients approve extra billable hours and budget overruns before you charge them. Transparent, no surprises.
Share project files, post updates, and keep a threaded conversation with each client — all in the portal.
Your clients get an in-portal assistant that answers their questions about balances, requests, and project files. Leave private voice notes about how a client likes to be treated, and it matches their tone.
Dashboards for client health, revenue trends, billing pipeline, and per-project profitability. CSV exports built in.
Every contract event, signer IP, and admin change is logged. Time-limited audit links (12-use cap, 2h TTL) for safe sharing.
Generate and send invoices to dozens of clients in one pass — with preview, recurring schedules, and dunning built in.
Real-time alerts when work starts, sessions end, contracts are sent, invoices arrive, and approvals are needed.
Clients tied to more than one company switch between portals seamlessly — branding, contracts, and history follow them.
New: Quick Quotes
From First Click to Paid Deposit in Minutes
A composer built for speed
Five fields, one screen. Drop in a client (or just type their email), pick line items from your library or pricing catalog, hit send. They get a professional branded PDF attached to an email with an accept link.
- 240 default line items across 24 industries — ready out of the box
- Save your own reusable quote rows alongside the defaults
- Optional add-ons the client opts into at acceptance time
- Brand-new prospects: no Client record needed first
Accept → invoice → pay, automatically
The moment a client accepts, the right Stripe invoice goes out. No manual invoice-building afterward. Pay-Now links appear at every client touchpoint — accepted page, receipt email, invoice notification.
- Four billing modes: deposit only, bill now, draft, or deposit + balance
- Default mode set per org, override per quote
- Client auto-provisioned in Clerk so they can sign in to track status
- Counter-offer / decline flow so prospects can negotiate without phone tag
Contracts
From Quote to Countersigned in One Tool
Built-in signing, audit-grade trails
Build templates once, send in seconds, and let clients sign on any device. Every signature is captured with timestamp, IP, and user-agent — and bundled into a downloadable audit PDF.
- Multi-signer with parallel signing and resume-on-abandon
- Saved signatures for repeat clients
- Bulk resend, bulk void, and automated reminder emails
- Quote prospects without an account, then convert in one click
Or hand off to Docusign
Already on Docusign? Connect your account and route any contract through it. The portal keeps the source of truth in sync — PDFs are auto-pulled and statuses update via Docusign Connect webhooks.
- Arbitrary-PDF upload with field placement
- Passive sync — envelopes update without polling
- In-flight visibility from the client portal
- HMAC-signed webhook verification on every event
How It Works
Up and Running in 3 Steps
1
Create Your Organization
Sign up, name your business, upload a logo, and we’ll set up a Stripe account so your clients can pay you (no existing Stripe required). Takes under 5 minutes.
2
Send a Quote
Pick line items from your library or catalog, hit send. The client gets a branded PDF + accept link by email — and a portal account the moment they accept.
3
Auto-Invoice, Track, Get Paid
Stripe invoice fires on accept. Client pays online with one click. Track the work, send the balance invoice when you're done — all under your brand.
Simple Pricing
Everything Included. Pay How You Like.
Standard
$15/month
or $12.50/mo billed annually — $150/yr, 2 months free
+ 1% service fee on Stripe transactions.
- Unlimited clients & projects
- Branded client portal
- Quick quotes + 240 default line items across 24 industries
- Auto-invoice on quote accept (4 billing modes)
- Pay-Now links at every client touchpoint
- Stripe-powered payments (card & ACH)
- Contracts & e-signatures
- Docusign integration
- Multi-signer workflows
- Template versioning & rollback
- Approval & budget workflows
- Document sharing & notes
- AI support chat
- Revenue dashboards
- Email & in-portal notifications
- Audit logs & CSV exports
Best for $4,400+/mo billing
Pro
$49.99/month
or $40/mo billed annually — $480/yr
+ just 0.2% service fee on Stripe transactions.
- Unlimited clients & projects
- Branded client portal
- Quick quotes + 240 default line items across 24 industries
- Auto-invoice on quote accept (4 billing modes)
- Pay-Now links at every client touchpoint
- Stripe-powered payments (card & ACH)
- Contracts & e-signatures
- Docusign integration
- Multi-signer workflows
- Template versioning & rollback
- Approval & budget workflows
- Document sharing & notes
- AI support chat
- Revenue dashboards
- Email & in-portal notifications
- Audit logs & CSV exports
Which plan? It’s just math.
Both plans include every feature. The only difference is the transaction fee. Once you’re billing more than about $4,400 a month, Pro costs you less — and the gap grows from there.
| You bill / month | Standard ($15 + 1%) | Pro ($49.99 + 0.2%) | Winner |
|---|---|---|---|
| $1,000 | $25.00 | $51.99 | Standard |
| $3,000 | $45.00 | $55.99 | Standard |
| ~$4,400 | $59.00 | $58.79 | Break-even |
| $5,000 | $65.00 | $59.99 | Pro saves $5/mo |
| $10,000 | $115.00 | $69.99 | Pro saves $45/mo |
| $20,000 | $215.00 | $89.99 | Pro saves $125/mo |
Figures are the platform cost (subscription + our service fee). Stripe’s own processing fees apply on both plans.
Common Questions
FAQ
What is The Contractor Codex?
The Contractor Codex is a white-label client portal built for contractors, freelancers, and service businesses. You send quotes, sign contracts, track work, and collect payment — all under your own brand and at one URL, instead of stitching together five different SaaS tools.
How much does The Contractor Codex cost?
Two plans, same full feature set. Standard is $15/month (or $150/year, which works out to $12.50/month) with a 1% service fee on Stripe transactions. Pro is $49.99/month (or $480/year, $40/month) with just a 0.2% service fee — built for established operators billing more than about $4,400/month, where the lower fee more than covers the higher subscription. Both include unlimited clients and projects.
Do I need an existing Stripe account?
No. When you create your organization, The Contractor Codex sets up a Stripe Connect account for you so clients can pay by card or ACH and money goes directly to your bank. If you already have Stripe, you can connect that instead.
Does it integrate with Docusign?
Yes. Connect your Docusign account and route any contract through it instead of using the built-in e-signature flow. PDFs auto-sync back into the portal and statuses update via Docusign Connect webhooks — no polling, no extra clicks.
Can my clients sign contracts on their phone?
Yes. The built-in signing flow works on any device — phone, tablet, or desktop — with multi-signer support, parallel signing, saved signatures for repeat clients, and a downloadable audit PDF showing timestamp, IP, and user agent for every signature.
What kinds of businesses is this built for?
Service businesses where a contractor sends quotes, signs a contract, does the work, and bills the client — construction, IT services, legal, consulting, vet clinics, design studios, and similar. The quote library ships with 240 starter line items across 24 industries you can edit once and reuse forever.
Is there a free trial?
Yes. Both the monthly and annual plans start with a free trial. You can send quotes, sign contracts, and explore the full portal before committing — no credit card required to look around.
What happens after a client accepts a quote?
The right Stripe invoice fires automatically. You pick the billing mode per quote: deposit only, bill in full now, draft for completion, or deposit plus a draft for the balance. The client gets a Pay-Now link in the accepted-quote page, the receipt email, and every invoice notification.
Questions?
Talk to a Human
Need help picking a plan, importing data, or wiring up Docusign? Send us a note and we’ll get back within one business day.