Creating Your First Service Agreement

Prerequisites

• PRO subscription
• Email verified
• Business profile completed
• At least one client added

Step-by-Step

1. Navigate: Click "Agreements" > "New Agreement"
2. Choose Template: Select a pre-built template or start from scratch
3. Fill Details:
   • Title and description
   • Select client
   • Optional: project, currency, total value
   • Set effective date and optional expiry
4. Edit Content: Customize agreement terms in the editor
5. Save as Draft: Review everything
6. Send: Click "Send Agreement" when ready

What Happens Next

For You: Agreement status changes to "SENT", you can view audit trail

For Client: Receives email, verifies identity, reviews terms, accepts

After Acceptance: Both receive certificate PDFs, agreement is locked

Tips

1. Use clear language
2. Be specific about scope
3. Set clear payment terms
4. Review before sending (can't edit after!)