The whole deal, in one place.
A deal is never just one document. waxTable keeps every proposal, scope, contract and invoice for a client together in one project — moving through a pipeline shaped for your industry, with dashboards that read in seconds.
Proposal sent
- Proposal
- Scope of work
- Contract
- Invoice
Deal value$28,400
The deal, not just the document
Run the whole operation
Keep every document for a deal together, move it through a pipeline shaped for your industry, and read the state of play in seconds.
One home per deal
Every proposal, scope, contract and invoice for a client, grouped in one project.
Move through the pipeline
Drag deals between phases shaped for how your industry actually sells.
See it all at a glance
Dashboards show what's out, read, stalled and closing — and what it cost.
Projects
One home for every deal
Every document for a client and a job in one place, with the contact and the activity beside them — nothing lost in a folder.
Nothing gets lost in a folder
Group all the documents for a client and a job in one project — every proposal, scope, contract and invoice in one place, with the contact and the activity beside them. Everyone sees the same picture.
Northwind — Website rebuildProposal sent
DocumentsProposalScopeContractInvoice
Activity- Proposal sent to ana@northwind.co
- Client opened the proposal
- Scope of work generated
Pipeline board and list view
See the pipeline, move the deal
A board shows the whole pipeline at a glance; a list view works the detail. Drag deals phase to phase and always know what's live, stalled and closing.
Lead2
Proposal2
Negotiation1
Won1
Industry-shaped phases
A pipeline that sells the way you do
An IT shop, a wedding planner and a marketing agency don't run the same pipeline — so yours is set up for your industry by default.
Software studio
- Discovery
- Proposal
- SOW
- Build
- Invoice
Wedding planner
- Enquiry
- Consultation
- Booking
- Planning
- Event
Marketing agency
- Brief
- Pitch
- Retainer
- Campaign
- Report
Contacts
A client book that fills your documents
A lightweight contact book your documents draw from — start from a contact and their details flow straight into the draft.
The address book your documents draw from
A lightweight contact book of your clients and their details — not a heavyweight CRM to maintain. Start a document from a contact and their name, company and details flow straight in. Bulk-import from a spreadsheet to get going fast.
Dashboards and spend
The whole operation, read in seconds
Focused dashboards show what's out, read, stalled and closing — plus exactly what each generation cost, a few cents at a time.
Documents this week
~52creditsper generation30 generations this month · 1,560 creditsEvery generation's cost, up front
Questions, answered
What is a project in waxTable?
A project is a container for everything related to one engagement with one client — every document from the initial proposal through to the final invoice, plus the deal's pipeline stage, contacts and activity. All of it in one place, not scattered across the app.
Is this a full CRM?
It's a lightweight client book sized for the job — the contact records your documents draw from, not a heavyweight CRM to configure and maintain. If you need deep CRM features, waxTable isn't the right tool; if you need client details to flow into proposals automatically, it's exactly right.
What do the dashboards show?
Focused views of what's moving: proposals out, documents read, approvals pending, deals by pipeline stage, and generation costs. The goal is a thirty-second read of the operation — not a wall of raw data.
Can I import my existing clients?
Yes. Bulk import from a spreadsheet puts your existing client book into waxTable without retyping. From then on, starting a document from a contact auto-fills their details into the generated output.
Your whole pipeline, in one place
Projects, a client book that fills your documents, and dashboards that read in seconds.