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Agreements are non-commercial documents that formalize terms between you and your customers. Unlike sales contracts, agreements do not include line items, pricing, or payment terms.

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Common Agreement Types

  • Non-Disclosure Agreements (NDAs): Protect confidential information shared between parties
  • Master Service Agreements (MSAs): Establish general terms and conditions governing your relationship
  • Data Processing Addendums (DPAs): Address data protection and privacy compliance requirements
  • Partnership Agreements: Formalize collaborative relationships with partners or resellers
  • Service Level Agreements (SLAs): Define performance standards and commitments

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Key Differences from Sales Contracts

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Templates

Agreement templates use the same template system as sales contracts but with minimal requirements—only a signature field is mandatory. See Contract Templates for details on creating and managing templates.

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Workflow

Agreements follow the same creation and signing workflow as sales contracts:
  1. Select an agreement template and associate with a customer
  2. Complete any dynamic fields and save as draft or finalize
  3. Share via direct link or email for signature
  4. Agreement status automatically updates to “Executed” once signed