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Knowledge Base
Documentation
Learn how to run your entire client delivery workflow—from quote to final payment—inside OnloZap.
Getting Started
Follow these steps to set up your first workspace and client.
- Create or select a workspace from the dashboard
- Add your first client to the Client Hub
- Draft a quote and share the portal link
- Generate a contract for e-signature
- Issue an invoice and collect payment via Stripe
- Kick off the project and assign tasks
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 AI
Draft and summarize, then review and send.
Master your delivery
Discover how Zapling handles the administrative heavy lifting so your team can focus on the creative work.
Book a Setup Call