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Sales Tool

Payment + Contract Link Generator

Generate pre-configured payment and contract links to send during or after a sales call.

Client & Deal Configuration
Client Business Name Client Email Client Primary Contact Client Type Service Tier Deposit %
Payment Plan Link Expiry Rebate / Discount Deal
Generated Links
🔗Fill in client details and click Generate.
💳 Payment Link
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📄 Contract Link
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Link History

Generated Links

All links generated this session.

No links generated yet.
Audit Trail

Activity Log

No activity recorded yet.
User Management

Manage Users

Create New User
Username Password (min 10 chars)
Confirm Password Role
Role permissions:
🟡 Admin — All tabs, all history, manage non-master users
🟢 Sales Rep — Link Generator + own history only
⚪ Viewer — Read-only history (all users)
All Users 0
Data Collection Program

Discount & Rebate Deals

Create discount or rebate deals for early data-collection clients. Clients are charged full price — rebate is issued upon completing all three terms. Each deal generates a pre-filled Rebate Addendum link for the client to sign.

Admin only. Deals and rebate status are visible to Master Admin and Admins only. Sales Reps cannot see this tab.
Create New Deal
Client Business Name Client Email Service Tier Discount / Rebate Type
Amount Type
Rebate Amount ($) Data Requirements
All three terms required for rebate/discount release:
✓ Data submission (yield/sqft, EC runoff, terpene results, brix)
✓ Min. 2 full grow cycles completed using recipe as delivered
✓ Debrief call scheduled & completed with Company
Completion Deadline Internal Notes
0 deals
No deals created yet. Use the form to create your first data-collection deal.
Master Admin Configuration

Portal Settings

Change Master Password
Current Password New Password (min 10 chars)
Confirm New Password
URL Configuration
Payment Page Base URL Contract Base URL Billing Email
Session Information
Signed in as—
Role—
Session started—
Total users—
Links this session0
Security Notes

Storage: User accounts and activity are stored in localStorage on this device/browser. For multi-device access, deploy a server-side backend.

Passwords: Stored as SHA-256 hashes. Never stored in plaintext.

Sessions: Auto-expire after 8 hours of inactivity. Max 5 failed attempts before 15-minute lockout.

Master Admin: Only you can edit master credentials. Other admins cannot access this Settings tab or touch your account.