Generate a fully formatted contract, track it through signing, and roll it straight into your first invoice.
Turning a closed deal into a signed contract shouldn't mean exporting data into a separate document tool. FlexiAres converts a CRM opportunity directly into an agreement — attaching products, add-ons, and pricing — generates a ready-to-sign PDF with your terms and GST calculations already built in, and connects straight through to your first invoice once it's signed.
Convert a CRM opportunity directly into an agreement — attaching products, add-ons, and pricing — generate a ready-to-sign PDF with your terms and GST calculations already built in, and connect straight through to your first invoice once it's signed.
No duplicate data entry between sales and contracts.
Build the exact package the client agreed to.
Handle rent schedules that change over time, not just flat monthly rates.
Fully formatted agreement document — no manual assembly.
Correctly splits IGST vs. CGST/SGST based on the client's registered state.
Upload and store the signed copy against the agreement.
Create the first invoice straight from the agreement's terms.
See the gap between contracted revenue and invoiced revenue.
No re-typing client details or re-entering pricing. An agreement is created directly from a CRM opportunity, carrying over the company, contact, and commercial terms — then layered with the specific products, add-ons, and rental structure for that deal. That includes packages such as a virtual office alongside desks and rooms.
Once the commercial terms are locked, generate a fully formatted agreement document in one action — company details, GST breakdown, bank information, and pricing all populated automatically from the deal itself.
Once the client signs, upload the signed copy directly against the agreement record — closing the loop and keeping a clear, auditable record of every contract's status.
See how much revenue is booked in signed agreements versus what's actually been invoiced, broken down by category — giving management a clear view of pipeline-to-revenue conversion, not just a stack of individual contracts.
No. Agreements are created directly from a CRM opportunity, carrying over the company, contact, and commercial details already on file.
Yes. GST is calculated automatically, correctly splitting between IGST and CGST/SGST based on the client's registered state.
Yes. A fully formatted agreement document is generated in one action, with company details, pricing, and GST breakdown populated automatically.
Once the client signs, the signed copy is uploaded directly against the agreement record, keeping a clear, trackable status for every contract.
Yes. Step-rental schedules are supported for agreements where pricing changes at defined points over the term.
Yes. The agreement's financial terms flow directly into invoice generation, so the invoice matches exactly what was agreed — no manual re-entry.
Yes. Booked-vs-billed reporting shows the gap between contracted revenue and what's been invoiced, broken down by category.
Yes. Virtual office packages can be included in an agreement as their own priced line item.
Next step
Agreement creation, PDF generation, and invoicing — connected in one flow.