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Knowledge Base
Documentation
Learn how to run the full client execution graph inside OnloZap, from quote and contract through delivery, cash collection, and portal handoff.
Getting Started
Follow these steps to set up your first workspace and client.
- Open the workspace command center to see Today, At Risk, and Waiting on Client
- Add your first client and map the quote-to-project path
- Draft a quote and share the secure portal link
- Send a contract for e-signature and watch signature status centrally
- Issue an invoice and keep cash due visible from the same workspace
- Use Zapling to review recommended actions before execution
Core Workflows
Quotes
Draft, send, and track acceptance from the portal.
Contracts
Send signature requests and record consent.
Invoices
Send invoices and collect payments via Stripe.
Projects
Manage delivery with tasks, boards, and updates.
Client portal
One login for approvals, documents, and payment history.
Zapling Chief of Staff
Generate briefs, recommend next actions, and keep approvals reviewable.
Operate the full client graph
Discover how Zapling turns quotes, contracts, projects, invoices, documents, and conversations into one execution system.
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