How can we help, Swishr?

Short, practical guides to every part of the desk. Search, or start with a module below.

1. Set up your brand — Add your logo and colours.

2. Add a client — Create your first client profile.

3. Create a document — Try the AI document generator.

4. Send an invoice — Bill a client professionally.

5. Request a signature — Send a document for e-signature.

Getting started: Set up your workspace and send your first document.

Clients & Pipeline: Add clients, track deals, and keep every contact in one place.

Documents & Templates: Proposals, quotations and the AI document generator.

Invoices & Expenses: Bill clients, record expenses, and see what you are owed.

Signatures: Request e-signatures and track them to completion.

Projects & Meetings: Group work into projects and take bookings from clients.

Automations: Let reminders follow up so you do not have to.

Team & Permissions: Invite your team and control what each person can do.

Billing & Plans: Compare plans, upgrade, and manage your subscription.

Account & Security: Password, sessions, and keeping your account safe.