01
Estimates and contracts are sent but signing follow-up is manual and often skipped.
Close the loop on every job
Payment & Document Automation
Chasing invoices, following up on unsigned contracts, and manually moving jobs from complete to paid wastes time that should go to the next customer. Payment & Document Automation connects the CRM to the payment and document tools in your workflow so these steps run with as little manual effort as possible.
Document + Payment
2-in-1 flowCONTRACT SENT
Service Agreement — June 2026
Awaiting signature
SIGNED
Jordan Lee · 3:41 PM
IP verified · Audit trail saved
Auto-generated
INVOICE #2041
$1,850
PAID
$1,850
The situation
After a job is agreed on, there is still the contract to send, the signature to collect, and the invoice to get paid. Each step requires a follow-up, happens in a different tool, and depends on someone remembering to do it. Some jobs close fast. Others drag on for weeks because of the paperwork.
Why it keeps happening
The pattern that repeats.
Estimates sit unsigned, invoices go unpaid because no one followed up, and the team manually updates the CRM when a payment finally comes through.
02
Invoices go unpaid because no automated reminder goes out after the initial send.
03
The CRM is not updated when a payment is received so status is always behind.
04
The team manually tracks which documents are outstanding and which are complete.
05
There is no consistent process for moving a job from completed to paid and closed.
What the data says
40%
of a sales rep's week is spent selling.
The rest is often swallowed by admin, data entry, planning, quoting, and tool switching.
Source: Salesforce State of Sales, 7th EditionHow it works
The system from start to finish.
Workflow automations trigger reminders for unsigned documents and unpaid invoices, and payment or signing events update the CRM record automatically.
Each step runs on Pietra CRM.
01
Workflow Automations
Estimate or invoice sent
A team member sends an estimate or invoice from the platform and the CRM records the pending action.
02
Workflow Automations
Follow-up reminder triggered
If the document is not signed or paid within a set window, Workflow Automations sends an automatic reminder to the customer.
03
Sales Pipeline Management
Payment or signing recorded
When the customer pays or signs, the event updates the deal stage in the CRM automatically.
04
Workflow Automations
Next step triggered
A completion workflow fires — logging the closed job, requesting a review, or queuing a follow-up task for the team.
What's included
The products that make it work.
INCLUDES
Workflow Automations
Triggers payment reminders, document follow-ups, and post-payment workflows without any manual steps. Note: payments and document signing tools are coming soon to the platform.
View product →INCLUDES
Sales Pipeline Management
Tracks deal status and updates pipeline stages automatically when payment or signing events occur.
View product →Direct impact
What changes when this is in place.
01
Invoices and contracts move faster because reminders go out without anyone remembering to send them.
02
The CRM reflects actual payment status without the team manually entering updates.
03
Jobs close in fewer days because the follow-up process is consistent and automatic.
04
The team spends less time chasing and more time serving the next customer.
Get started
Ready to build a payment & document automation system?
Tell us what is breaking down today and what outcome the team needs to see.