Creating Service Agreements

Create professional agreements in minutes.

Creating an Agreement

1. Go to Agreements > New Agreement
2. Select client
3. Choose template or start blank
4. Fill in sections
5. Review and send

Agreement Sections

Parties

• Your business details
• Client details
• Effective date

Scope of Work

Detail exactly what you'll deliver:

• Specific services
• Deliverables
• Timeline
• Milestones

Payment Terms

• Total cost
• Payment schedule
• Payment method
• Late payment terms

Terms and Conditions

• Intellectual property
• Confidentiality
• Termination clause
• Liability limits
• Dispute resolution

Using Templates

Save time with pre-built templates for:

• Website development
• Logo design
• Monthly retainer
• Consulting services

Sending for Signature

1. Review agreement thoroughly
2. Click Send for Signature
3. Client receives email
4. They review and sign online
5. You're notified when signed

After Signing

• Both parties receive signed PDF
• Agreement stored securely
• Timestamp recorded
• Audit trail preserved