Build it once. Send it forever.
Write the agreement here, upload the PDF your lawyer already wrote, or bring in a Word file. Mark where the facts go, publish it, and anyone on your team can send it in two clicks without opening the wording again.
Three ways to start
- Write it hereA normal editor, with fields where the facts go
- Upload your PDFThe one your lawyer wrote, unchanged
- Import a Word fileFormatting comes across intact
Templates
From your contract to something anyone can send.
Four steps, and after the last one nobody opens the wording again.
Bring the agreement you already use.
Your contract does not get retyped or reformatted. Upload the PDF from your computer, Google Drive or OneDrive and place fields on top of it. Everything lives inone gallery your whole team can send from, sorted by type, withevery version kept.
Template Gallery
Digital archive and document assetsDrop in your own document. Place fields, assign signers, send.
- From this computerPDF up to 10MB
- Google DriveBrowse your Drive PDFs
- OneDriveBrowse your OneDrive PDFs
Your templates
Put the fields exactly where you want.
Drag a field onto the page and set it precisely: position, size, format, font and language. Nineteen tools cover text, dates, money, signatures, images and codes.
The header keeps a live count of what is ready. Six fields, six ready, two signers means every blank already has somewhere to read from, before you send anything.
Client Service Agreement
A formal agreement for the provision of professional services.
Client legal nameRegistered addressEffective dateContract valueSignatureDate signedFields are placed for you.
Upload a PDF and the labels it already has are read: Signature, Date, Name, Email, Title, Address. A field is dropped beside each one, so you start with the obvious ones done. Drag any of them where you want, and nothing saves until you have looked.
What you can place
- Text, dates and amountsFilled from the record, in the right format
- Signatures and initialsDrawn or typed, page by page
- Stamps, logos and imagesYour seal and your branding
Your logo on every page.
Set your logo, your colours and your company details once and every document carries them. Change the logo and every future document updates. Your registered name, address and tax number come from the same place, so they areright on every contract and identical on all of them.
Set once, used everywhere
- Your logoOn the document and on the certificate
- Your coloursThe same ones your invoices and emails use
- Your legal detailsRegistered name, address and tax number
- Per officeDifferent entity, different details, same template
Checked before it goes live.
Publishing runs the template against a real record and lists anything that will not fill, so it only goes live once you know it works. After that anyone with access can send it, and edits never touch documents already out with somebody.
Set on the template, not on every send
- Who signs and who approvesBy job title, so it survives people leaving
- How long the link lives24 hours, 7 days, 30 days or your own
- Where it can be sent fromAny board, in any department
Send as many as you like, on every plan.
No per-document charge, no envelope credits, no allowance to top up. Send five agreements this month and five thousand next month for the same price. Your client is never charged either, and is never asked to create an account to sign.
Learn the fields once, use them everywhere.
The same 306 fields that fill your contracts fill your WhatsApp templates, your emails and your automations. A field means the same thing wherever you use it, so nobody keeps a separate list for documents. Salary fields are the exception: they work on a contract to one person and disappear the moment you write to a group.
They can check it without you, years later.
Every signed agreement carries a certificate and a code that opens the check. Your client confirms it is genuine on their own laptop, with no account and nothing installed, long after whoever sent it has left the company.