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Welcome to Indy’s Help Hub

Got a question? Here are the best ways to get in touch with us.
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Frequently Asked Questions (FAQs)

What comes with Indy’s Free plan?

Our Free plan gives you unlimited access to Indy’s core tools like Projects, Tasks, Forms, Time Tracker, and Calendar. Plus, create 3 proposals, contracts, and invoices each month and get 10GB of file storage.

Does Indy offer a free trial for Indy Pro?

Yes, we offer a free 7-day Pro trial, so you can experience the full power of Indy before making a commitment. Get unlimited proposals, contracts, and invoicing, project portals, real-time chats, recurring invoices, automations, Gmail integration, white labeling that removes Indy’s branding on docs, an AI-powered Digital Assitant to help write contracts and proposals, 1TB of storage, and more! Sign up today and take your freelance business to the next level.

Can I work with my clients using Indy?

Yes, Indy offers client portals that allow you to invite clients or collaborators into a shared workspace where you can communicate with clients, share project updates, and collaborate on feedback, keeping all communication organized and accessible.

Can I customize contracts and proposals with Indy?

Absolutely! Indy provides customizable templates for contracts and proposals. You can choose from a selection of fonts and colors to tailor our templates to your branding.

How secure is my data with Indy?

Security and privacy are our top priorities. Indy employs industry-standard encryption protocols to ensure that your data remains safe and confidential at all times.

Is Indy suitable for all types of freelancers?

Yes, whether you're a graphic designer, writer, developer, consultant, or any other type of freelancer, Indy is designed to cater to your needs and help you succeed in your business.

Is there a limit to the number of clients I can have in Indy?

With the Free plan, you can add up to 3 clients to your workspace. Want more clients? You can upgrade to Pro for unlimited client capacity. Whether you're a solo freelancer or a large team, Indy scales to meet your needs.

How does Indy handle invoicing and payments?

Indy is one of the most flexible ways to get paid as a freelancer. We have integrated online payments with PayPal, Stripe, and Zelle, accepting major credit and debit cards. We don’t charge any additional processing fees. You can also securely store your bank info and other payment details in Indy so that your clients can conduct direct deposits or even mailed checks.

Is there a way to automate repetitive tasks with Indy?

Indy offers several ways to automate work processes. You can create recurring invoices and recurring tasks. After you send a document (like a proposal, contract, or invoice), you can automatically send follow-up messages to clients thanking them, reminding them of a missed payment, and more.

Is Indy available globally?

Yes, Indy is available in most countries, and we’re continually enhancing our features to make them more friendly to various regions.