OnBrioSetup
Ready in 30 minutes.
Import your clients, send your first proposal, and set up your client portal. All before lunch.
Join waitlist→Earn 20% off your first payment
Three steps to go live.
1
Import your clients
Upload a CSV or add clients manually. Contacts, company info, and history are mapped automatically.
2
Send your first proposal
Pick a template, add your pricing, and send for e-signature. Your client signs directly in their portal.
3
Collect your first payment
Invoice generated from the signed proposal. Client pays via Stripe — card or ACH. Money in your account.
Full workflow
Client → proposal → signature → paid
Every step lives in one connected workspace.
Create a client & branded portal
Set up a client profile and send a magic-link portal — no login required for them.
Proposal from template
Customize scope and line items, then send. E-signature is built in — no DocuSign needed.
Client signs in the portal
Your client reviews and signs in one place. You get notified instantly.
Invoice and get paid
Convert to a Stripe invoice in one click. Track draft to sent to paid in your dashboard.
2
Clients free on every early-access account
7
Tools replaced by one OnBrio workspace
$280+
Average monthly tool spend we replace
30 min
Average time to send your first proposal
FAQ
Common questions.
Most users send their first proposal within 30 minutes. Import clients via CSV, pick a proposal template, and send — our onboarding flow walks you through each step.
Yes. Export your client list as CSV from HoneyBook or Dubsado and import into OnBrio. Native import tools are coming in Q3 2026. Most operators finish migration in under 2 hours.
Yes — connect your Stripe account once during setup (about 2 minutes). After that, invoices include a pay link and funds go directly to your Stripe balance.
OnBrio automatically creates the project, activates the client portal, and can generate the first invoice from the signed scope — no manual follow-up steps.
Yes. The Starter plan is free forever with 2 active clients — proposals, contracts, invoicing, portal, and time tracking included. No credit card required.
Waitlist members get free migration support — we walk you through CSV import, template setup, and portal branding so you can go live the same day.
Your first client is waiting.
Join the agencies on the waitlist. Start free. 2 clients forever, no card needed.
Join waitlist→Earn 20% off your first payment