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
Key Differences from Sales Contracts
| Sales Contracts | Agreements | |
|---|---|---|
| Purpose | Revenue-generating transactions | Non-commercial terms |
| Pricing | Required pricing table | No pricing or payment terms |
| Template requirements | Pricing table + signature | Signature only |
| Creates subscription | Yes | No |
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.Workflow
Agreements follow the same creation and signing workflow as sales contracts:- Select an agreement template and associate with a customer
- Complete any dynamic fields and save as draft or finalize
- Share via direct link or email for signature
- Agreement status automatically updates to “Executed” once signed