How many threads and documents do I get?

Documents, e-signatures, file requests and invoices inside a thread are unlimited on every tier. New client threads per month depend on your plan: 50 on Solo, 200 on Pro, 500 on Max, with add-on packs if you need more.

Who can see a thread if the link gets forwarded?

Only whoever holds the link, which is why every thread can be locked with a password or set to expire. Sensitive deals get both, and you can revoke a thread outright without touching anything else in the client relationship.

Is a signature collected in a thread legally binding?

Yes. In-thread signing meets ESIGN and eIDAS requirements, with an audit trail of who signed, when, and from where kept on the thread.

Can my team work on the same thread?

Yes. Threads belong to the team, not the person who created them, so anyone with a seat can add a document, send the follow-up, or pick up a deal while a colleague is away. The client keeps seeing the same link throughout.

Does the thread look like EverBird or like my business?

Your logo, colours and sender name. On White Label it runs on your own domain with a branded client portal, so the client never sees EverBird at all.

What happens to a thread after the deal closes?

It stays live as the record of the engagement: signed contract, paid invoices, everything the client uploaded. Clients revisit it any time from the client portal, and repeat work usually starts by adding to the same thread.

Do threads work on a phone?

Yes. Clients read, upload a requested file, sign and pay from a mobile browser with no app or account, which is where a large share of signatures actually happen.

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All documents for a single client deal are in a single link.

A deal thread is a single link that contains the proposal, the contract, the signature, the files you requested from the client, and the invoice. You send it once; the client never logs in, and EverBird follows up when the thread goes quiet because it reads the thread to see when a deal stalls.

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In short

One link, instead of six emails and a folder.

A deal thread is a single persistent link that carries everything a single-client deal needs: proposal, contract, NDA, file requests, and invoice, in the order the client should work through them. You stop hunting for the latest version, the client stops digging through their inbox, and because every open, signature, and payment lands in one place, EverBird can read the deal for stalls and chase it for you, so revenue is less likely to sit stuck.

✧One persistent link per client deal, holding proposals, contracts, NDAs, and invoices in any order.

✧Every send, open, signature, and payment lands here so EverBird can clearly see stalls.

✧Clients open, sign, and pay with no account, login, or app download.

"Consolidating the deal onto one link removes the handoffs where work gets lost, and it makes stalls visible. Once every signal is in one place, EverBird can tell a quiet deal from a dead one and do something about it."

How it works

Add, swap, and reorder documents anytime. The shareable link never changes, so clients always see the current version and the deal can keep moving toward payment and revenue.

What's included

What a deal thread gives you.

One persistent link per deal

A stable URL you share once and reuse for the life of the deal, so the work stays on one link from proposal to payment and revenue.

Unlimited documents per thread

No cap on the documents, files, e-signatures, or invoices inside a deal thread ever.

Drag-to-reorder sequencing

Arrange documents in the exact order the client should read them.

Replace files in place.

Swap in a revised document without re-sending or breaking the link, so the deal keeps moving toward payment and revenue.

Signals the agent reads

Opens, sections read, and silence per document—the evidence EverBird uses behind every follow-up.

In-thread signing and invoicing

Collect a legally binding signature and payment on the same link, so approval turns into revenue without another handoff.

Clients open and act with no account, password, or app. Mobile and Desktop browser optimised.

File requests from the client

Ask for the brief, logo, ID, or signed paperwork you need, and it lands back on the thread instead of in your inbox.

Password and expiry controls

Lock a thread with a password or set it to expire without requiring the client to create an account.

Thread activity timeline

A running record of opens, follow-ups, signatures, and payments per client, so EverBird can show which deals are stalling.

How it compares

A thread vs the usual way.

Task	Email + shared folder	EverBird thread
Share several documents	Multiple attachments or folder links	One link holds them all
Send a revised version	Email a new file, hope they use it	Replace in place; link unchanged
Know why a deal stalled	No visibility, guesswork	Every signal on one thread
Chase the client	You remember, or nobody does	Agent drafts and sends the follow-up
Get it signed and paid	Separate signing + invoicing tools	In the same thread
Collect files from the client	Chase by email, files buried in replies	Request it on the thread; it lands in place
Client access	Logins or downloads	No account, one link

Who uses deal threads?

Built for client work.

Agency business

The deal is spread across six email threads, two folders, and a signing tool, so nobody can say whether the contract is signed or the deposit is in. Work starts before the paperwork lands, and the deposit slips a month. One thread combines the proposal, agreement, requested files, and deposit invoice into a single link, so EverBird can keep the deal visible and cash arrives at kickoff rather than after kickoff.

Service business

Every hour spent hunting for the latest version, re-sending an attachment, or chasing is an hour you cannot bill. Running each engagement from a single thread removes the admin overhead between signing and getting paid. The follow-up nobody had time for happens anyway, because EverBird can keep the deal moving, which is usually the difference between a 60-day invoice and a 7-day one.

FAQ · Deal threads

Deal thread questions.

Documents, e-signatures, file requests, and invoices are unlimited within a thread on every tier. New client threads per month depend on your plan: 50 on Solo, 200 on Pro, 500 on Max, with add-on packs if you need more. See pricing to compare the plan options.

Maya Ellison

Business Analyst, EverBird

Maya has spent nine years building document and payments workflows for agencies and service businesses. She leads the team behind EverBird's Revenue Agents, deal threads, e-signatures, client portals, and invoicing, and reviews every product page for factual accuracy on how the product actually behaves.

Keep exploring

Related features.

E-signatures

Legally binding signing inside the thread, no redirect, no client account.

Learn more →

Invoice generator

Build invoices from your catalog and collect payment on the same link.

Learn more →

Invoice Agent

Spots the stalled deal, works out who is holding it, and drafts the chase.

Learn more →

Client portal

A branded, login-free space where clients revisit every thread.

Learn more →

All products·Pricing

Start your first thread today

7-day free trial. No card required. One link, and an agent that chases it.

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Last updated August 4, 2026 · Reviewed by Maya Ellison · Refreshed monthly.

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