PUBLIC DEMO • CORE v1.9.2No login required. Changes stay in this browser and never affect real customers or payments.

SERVICE AGREEMENT

Choose the customer agreement that is sent with invoices.

Use the built-in agency agreement, write your own agreement, or upload an agreement PDF. The invoice itself is generated by the platform.

CUSTOMER AGREEMENT

Choose how your agreement is created

Only the service agreement is uploaded here. Customer invoices are generated automatically by the platform.

Use built-in agreementAutomatically uses the agency name, business information and governing state saved in the portal. Write my own agreementPaste or write the complete customer agreement in the text box below. Upload my agreementUpload a PDF agreement that will be included with customer invoice emails.

Agreement title

Governing state / jurisdiction

Custom agreement text

Optional additional agency terms

Upload agreement PDFPDF only. In production this agreement can be included with owner-created and sales-rep-created invoice emails.

No PDF selected

Select a PDF only if you want to use an uploaded customer agreement.