Let’s Set Up Your Sales & Payment System

We’ll use the information below to configure your sales process, documents, invoices, and payment collection.

This should take about 7–10 minutes. You don’t need to configure anything technical.

Just provide the business and payment information below and our team will take care of the setup.

Information

First Name *

Last Name *

Phone *

Email *

Business Information

Company Name *

What legal/business name should appear on invoices and documents? *

What You Sell

What products or services should we set up?

Your package includes setup for up to 5 products or services.

1.- Products / Services:

Name:
Price:
Short Description:

2.- Products / Services:

Name:
Price:
Short Description:

3.- Products / Services:

Name:
Price:
Short Description:

4.- Products / Services:

Name:
Price:
Short Description:

5.- Products / Services:

Name:
Price:
Short Description:

Invoice Terms

When should invoices normally be due? *

Are there any standard payment instructions or notes that should appear on your invoices?

For example: deposit requirements, payment instructions, purchase order information, or other information customers normally need.

Payment Processing

Do you already have a payment processor you want to connect? *

Yes

I’m not sure

Contracts / Agreements

Do you already have the agreement or contract you want customers to sign? *

Yes

We do not need a contract

Who signs agreements on behalf of your business?

Please provide the information of the person authorized to sign contracts and agreements on behalf of your business.

Name *

Title *

Email *

Internal Notifications

Who should be notified when a document is signed, an invoice is paid, or a payment needs attention?

This person will receive notifications about signed documents, completed payments, and invoices or payments that require attention.

Name *

Phone *

Email *

Important Exceptions

Is there anything unusual about how your business handles agreements, invoices, or payments that we should know?

I confirm that the pricing, products/services, payment terms, and documents provided above are accurate and approved for IDX to use in configuring our Sales & Payments system.

By checking this box, I agree to receive text messages and calls (including automated or AI-powered) from Imagine Digital Expressions Inc., DBA Intelligent Digital eXperience, to follow up on my request, send appointment reminders, and share relevant offers. Message frequency may vary. Message & data rates may apply. Reply STOP to opt out at any time. Consent is not a condition of purchase.