OS×DocumentsInvoices, contracts, and quotes on one foundation.
OS× Documents is where your paperwork lives. Build an invoice from your catalog, turn it into a recurring plan, attach the signed contract, and watch payments reconcile — without re-keying a client into a fourth tool. Because it sits on the same foundation as every other OS× module, a client added here is the same client your bookings and pipeline already know.
Built to belong to the system.
One source of clients
Add a client once. Documents, Meetings and Tracking all read from the same record — no copy-paste, no mismatched addresses.
Automations that close the loop
Overdue invoice? OS× can dun it. Contract signed? Kick off onboarding. Rules connect Documents to the rest of your modules.
Audit-ready by default
Every send, view and signature is logged. Roles decide who can issue, who can approve, and who can only read.
Drafts in your voice
Catalog items, saved clauses and templates mean a quote takes a minute — and reads like you wrote it, every time.
What's in, and what's not.
OS× modules stay focused. Documents handles the paperwork; bookkeeping and payroll stay with OpSight USA services.
- Invoices — one-off and recurring, with reminders and dunning
- Quotes that convert to invoices in a click
- Contracts with e-signature and a saved clause library
- A shared client directory across every module
- A product & service catalog with reusable line items
- Payment reconciliation and an outstanding-balance view
- Full double-entry bookkeeping or tax filing
- Payroll (handled by OpSight USA services, not OS×)