Getting Started

Set up your account and learn the basics.

Overview Create Account Create Workspace Invite Members Connect Freighter

Create and manage your team workspace.

Overview Create Workspace Invite Members Member Roles Workspace Settings

Manage client work, milestones, files, and payments.

Overview Creating Projects Timeline Files Client Portal Settings

Create, send, and track proposals with AI.

Overview AI Generator Edit Proposal Send Proposal Proposal Status Versions

Generate contracts and collect signatures.

Overview Generate Contract Contract Template Signatures Contract Status

Break projects into trackable milestones.

Overview Create Milestone Edit Milestone Approval Flow Release Payment

Secure payments with automated releases.

Overview Fund Escrow Release Funds Partial Release Refund Escrow Security

Track transactions and Stellar payments.

Overview Transaction History Stellar Payments Currency Conversion Failed Payments

Generate invoices and get paid faster.

Overview Create Invoice Invoice Status Payment Tracking Export Invoice

Manage clients and the client portal.

Overview Client Portal Invite Client Shared Files Communication

Connect your Stellar wallet with Freighter.

Overview Install Wallet Connect Wallet Sign Transaction Troubleshooting

Developer resources and API reference.

Overview Authentication Endpoints SDK Webhooks Examples

Encryption, permissions, and best practices.

Overview Encryption Wallet Security Permissions Best Practices

Frequently asked questions.

General Billing Escrow Payments Wallet

Create Milestones

Set up project milestones with clear deliverables.

Create Milestones

Well-defined milestones keep projects on track.

Milestone Components

Title - Clear, descriptive name
Description - Detailed deliverables
Deadline - Due date
Amount - Payment for completion
Dependencies - Required prior milestones

Best Practices

Keep milestones small and manageable
Define clear acceptance criteria
Set realistic deadlines
Link to specific deliverables

Milestone Examples

"Design Phase Complete" - Mockups delivered
"Development Sprint 1" - Core features built
"Final Delivery" - All features complete

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Getting Started

Workspaces

Projects