Own DocumentLink.

What you'd own.

Every artifact below transfers to your accounts on day one. The whole engine.

• ●Live SaaS product with paying customers and documented workflows
• ●Outbound playbook targeting agency ops leads on LinkedIn and email
• ●Multi-tenant backend architecture with quote-to-invoice sync logic
• ●Founder persona and positioning against Zapier workflow alternatives
• ●Financial model and CAC assumptions grounded in GTM testing
• ●Customer success framework and initial 30-day retention tactics
• ●API integration documentation for QuickBooks, DocuSign, and HubSpot

What Roll Digital builds for you.

Custom scope to take DocumentLink from MVP shell to operating business.

• ▸Production FastAPI backend with Postgres, multi-tenant auth, email and OAuth
• ▸Document ingestion pipeline normalizing Word, PDF, and native CRM quotes
• ▸Real-time sync engine pulling quote fields and pushing to invoices
• ▸Webhook listeners for QuickBooks, DocuSign, HubSpot API changes and updates
• ▸Stripe billing engine with three pricing tiers and usage tracking
• ▸Admin dashboard for mapping customer quote templates to invoice line items
• ▸Comprehensive API integration tests and error handling for breaking changes
• ▸Customer onboarding workflow and rollback procedures for failed syncs

Why this could work.

Service firms waste 3-5 hours per contract re-entering quote data into invoices. The GTM targets 650k SMBs locked into multiple point tools with no unified interface. At 1% conversion and $300 ACV, year-one TAM alone justifies the build. Outbound motion to agency ops leads is proven, repeatable, and the pain is acute and quantifiable.

What you'd risk.

Zapier solves 80% of this for $20/month, making differentiation existential. One breaking API change silently breaks sync for entire customer cohorts, driving churn before you notice. Document format chaos across Word, Google Docs, and PDF templates is a long-tail engineering tax. Platform consolidation risk from PandaDoc and QuickBooks native quote-to-invoice features could make this redundant for new customers.

Who this fits.

Best fit is an agency founder or ops consultant who understands sales workflows and can run outbound motion. Should have experience closing service-firm deals or existing relationships with agency owners. Solo operator without sales chops will struggle. Prior SaaS GTM experience strongly preferred, especially Zapier alternative positioning and API integration troubleshooting.

Timeline.

From contract signing to operating business.

1. Day 1
   Documentation review, codebase handoff, customer access granted
2. Week 1
   Production deployment, monitoring set up, first customer check-in
3. Week 3
   QuickBooks and DocuSign integration hardened and tested end-to-end
4. Week 6
   Outbound campaign launched to 200 target agency ops leads
5. Day 90
   Five paying customers, documented playbook, roadmap prioritized

Pricing.

Three ways in, depending on how much you want to build yourself.