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Counsel

Devis, contrats, factures Factur-X, paiement en ligne.

The post-closing phase. Quote, contract, e-signature, Factur-X compliant invoice, online card payment. All signed and traced.

What it does for you

How it works

Quote

Markdown editor. Line items, net price, VAT, computed totals. Live preview. Email send with a public signable link.

/counsel
Quote 2026-014 Draft

Camille Roux

  • API integration€1,800.00
  • Maintenance, 3 months€900.00
  • VAT 20% €540.00
  • Total €3,240.00

Written in Counsel, not sent yet.

Click a step to move the same document forward.

Contract

Generated from a workspace template. Variables {{client_name}}, {{day_rate}}, {{start_date}}. E-signature with timestamp and IP. eIDAS compliant (AES advanced signature on the roadmap for QES qualified).

Factur-X invoice

EU mandatory format 2026. Visual PDF + embedded CII XML. BASIC level shipped. Strict PDF/A-3 and PDP on roadmap for full FR compliance.

Online payment

Payment on the invoice page. Card, SEPA, Apple Pay. Status flips to paid automatically. Manual refund available.

Multi-mode

Manual (default), auto (cron), milestone (per-milestone client validation). Per-contract toggle.

Workspace templates

Each workspace owns its quote and contract templates. Variables resolved on issuance.

Connected to

crm Tout part d'une fiche CRMworkbench Le contrat crée un projet et des tâches Workbenchprogramme Si offre = accompagnement, le membre est onboardé dans Programme

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