Description
Summary Project Overview We’re an apparel development firm that signs clients into service packages and payment plans. We want to fully automate our contract-to-cash workflow so our team stops manually sending agreements and chasing invoices. You’ll build and document an end-to-end automation across BoldSign, QuickBooks Online, and Zapier. Our CRM is Salesmate. What You’ll Build 1. BoldSign templates — Set up a signable template for each service package (four tiers). Each template must have our signature pre-applied and the signed date auto-stamped, with merge/role fields for client-specific info (name, email, pricing/terms) so contracts auto-populate. 2. Contract auto-send (Zapier) — Build a Zap triggered from Salesmate (deal stage) or an intake form that uses Zapier Paths to select the correct BoldSign template by package, populate the client fields, and send for signature. Custom (non-standard) agreements are sent manually by us for now — but should still flow into the same completion trigger below. 3. Invoice on signature (Zapier) — When a BoldSign document is completed (fully signed), automatically create and email the matching invoice in QuickBooks Online. 4. Payment-plan / recurring invoicing (QuickBooks) — Configure QuickBooks so that, based on the agreed payment plan, invoices auto-draft and auto-send on schedule: • Recurring invoices + Autopay for equal installments • Recurring Payments for installments • Scheduled recurring transactions for custom and uneven/milestone splits (e.g., 50/25/25) 5. Documentation & handoff — A short SOP + Loom walkthrough so our team can maintain templates, add new clients, and set up payment plans without you. Required Skills & Experience • Proven Zapier builds (Paths, multi-step Zaps, field mapping) • Hands-on BoldSign template and API/Zapier experience • QuickBooks Online invoicing, recurring invoices, Autopay/Recurring Payments, QuickBooks Payments • Salesmate (or comparable CRM) integration experience a plus • Clear documentation and handoff communication Deliverables • Fully configured and tested BoldSign templates • Working Zaps (contract send + invoice on signature) • Configured QuickBooks recurring/payment-plan billing • SOP document + Loom walkthrough Screening Questions 1. Have you built a BoldSign → QuickBooks automation before? Briefly describe it. 2. How would you handle a payment plan where installments exceed the QuickBooks Autopay limit? 3. Which tool do you recommend to trigger the contract send — Salesmate directly, an intake form, or another approach — and why?