Every quote and invoice on the customer's record.
Build a quote on the customer's record. They sign and add a card on one page, and billing starts on its own.
Q-0042 · Halden Freight
| Growth seats × 12 | $588.00 /mo |
| Onboarding | $2,500.00 |
| 10% off the first 3 months | −$58.80 /mo |
| Due on acceptance | $3,029.20 |
Master services agreement
A quote in a minute, from your catalog.
Start one on a company or a deal, or ask Stella to draft it. Pick products, set the price for this deal, and the summary shows exactly what's charged and when.
- Discounts that read in words. "10% off the first 3 months" on the line and on every invoice.
- Payment schedules. Split one-time work into instalments by date or milestone.
- Trials and start dates. Billing waits for both.
- From a deal. The quote bills the deal's company and shows on both.
New quote · Halden Freight
| Growth seats | 12 × $49.00 | $588.00 /mo |
| Onboarding | 1 × $2,500 | $2,500.00 |
| Discount · 10% off the first 3 months | −$58.80 /mo | |
| On acceptance | $1,779.20 |
| Design sign-off · Nov 15 | $1,250.00 |
| Then monthly from Feb 1 | $588.00 |
One link to read, sign and pay.
Your quote under your name, in light or dark. They sign your own contract right there, typed or drawn, and add a card or bank account on a secure payment page.
- Your contract, not a template. Upload your PDF and drop signature, date and name fields where they go.
- You sign too. Countersign before it goes out or after they sign.
- A signed copy for both sides, with a certificate page that proves nothing changed.
- Or mark it accepted when they said yes on a call.
Growth plan for Halden Freight
| Due today | $1,779.20 |
| Then | $588.00 a month from Feb 1 |
Billing runs itself, and the record keeps up.
The contract is written, billing starts, and the company's billing shows up as fields you can filter, chart and automate on.
Halden Freight · Billing
| Billing contact | Priya Nair |
| Payment method | Visa ···· 4242 expires soon |
| Subscription | $588.00 /mo |
It chases for you
| Design sign-off | billed Nov 15 |
| INV-0131 · Brightwater | 3 days overdue |
| Reminder email | sent from your mailbox |
| Company | Billing status 🔒 | MRR 🔒 | Renewal date 🔒 | Payment method 🔒 | Open balance 🔒 |
|---|---|---|---|---|---|
| Halden Freight | Active | $588 | Nov 1, 2027 | Visa ···· 4242 | $0 |
| Brightwater Clinics | Past due | $880 | Sep 23, 2027 | Payment failed | $880 |
| Outpost Coffee | Trialing | $1,200 | Oct 1, 2027 | Chase ···· 6789 | $0 |
See each renewal coming and send the upgrade from the record.
Every contract knows when its term ends and when notice is due. Usage sits beside billing on the account, so you can see who is outgrowing their plan and quote the upgrade from the same page.
- Renewals with time to act. Custral flags each one before notice is due and can start a workflow: a task for the owner, a reminder, a check-in.
- Upsell from what they use. Seats and usage on the record, next to what they pay. New quote, and the upgrade is on its way.
- Counted as growth. An upgrade shows as expansion in your MRR, a lost renewal as churn.
- On the deal and the company. Renewal date, MRR and status as fields you can filter: "renews in the next 60 days".
Renewals coming up
| Halden Freight notice by Oct 9 | $588 /mo |
| Brightwater Clinics ends, won't renew | $880 /mo |
| Outpost Coffee renews Dec 1 | $1,200 /mo |
Halden Freight · ready for more
| Seats in use | 12 of 12 at limit |
| Shipments tracked, last 30 days | 4,120 +38% |
| Pays today | $588 /mo |
What you earn, and what moved it.
MRR and how it changed, retention and churn, quotes out, contracts in force, renewals due and what's still owed, per currency and never added across them.
- Movement: new, expansion, contraction and churn by month.
- Pipeline: win rate, open quote value, days to accept.
- Ask Stella "what's our MRR?" and get the same figures.
MRR movement
| MRR | $48,210 +$3,940 |
| Win rate | 45% |
| Renewals in 90 days | 4 · $3,078 /mo |
Start quoting from the records you already have.
Payments run through your own Stripe account, never through Custral, and card details are never typed into Custral.
Join waitlist →Plans from $39 a seat a month, billed annually. See pricing · Read the docs