Agreements

Revenue starts
with a signature

Auto-invoicing, payment collection, and customer onboarding — triggered the moment a contract is signed, no handoff needed.

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Agreement

Date

Company Name

Payment Terms

The contract-to-cash revenue engine.

Agree turns signed contracts into revenue engines, not just a starting point. Invoicing, collection, and reconciliation all run from the moment ink hits paper — no handoffs, no manual steps.

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Automate billing workflows at the signature, not after.

Payment terms from the contract become a live billing schedule the moment it's signed. No one re-enters terms or creates invoices after the fact.

30%reduction in days sales outstanding

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Send, sign, get paid – all from one tool.

Live team collaboration, built-in e-signatures, and embedded payment capture — the entire send-to-paid workflow lives in one document. Nothing to export, forward, or chase.

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Eliminate the sales-to-finance handoff.

Finance sees exactly what sales signed — terms, line items, discounts — the moment it's executed. No re-entry, no interpretation. Everyone's working from the same document.

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Track every agreement from signed to paid.

A complete audit trail captures every event from signature through final payment. Real-time notifications keep your team informed at each step — no one has to check in or follow up.

89%agreement-to-revenue visibility

Manual workflows are costing you revenue.

Traditional workflow

Copy-paste and email

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Contracts drafted from scratch

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Redlines scattered across email

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Billing manually entered after signature

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Invoices created separately

Agentic workflow

Signature to cash

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Templates & variables for consistent terms

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Negotiation & approval in a single workspace

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Billing terms from the contract

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Invoice generation automatically

Built to automate contract lifecycles.

From signature workflows to payment capture to smart reminders — every capability exists to remove manual steps between contract and cash.

Secure e-Signature

Collect and track signatures securely in realtime.

Every signature is timestamped, IP-logged, and legally enforceable. Track who signed, who hasn't, and where the agreement is in the workflow — all in real time.

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Legally binding e-signatures with full audit trail
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Realtime audit trail for every signer
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Automatic reminders and expiration deadlines

Automated workflows

Import an existing agreement or write one from scratch.

The moment a contract is signed, Agree creates an invoice with the exact terms from the agreement — no re-entry, no handoff. No manual data entry.

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Workflows triggered by signature
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Automated invoice generation
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Syncs with your stack

Smart variables

Insert variables to keep contracts consistent & reusable.

Define variables once in your template — client name, payment terms, effective date — and they fill in automatically for every new agreement. Consistent contracts without the copy-paste risk.

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Dynamic fields for names, dates, and terms
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Auto-populate from CRM or deal data
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Lock variables to prevent unauthorized edits

Real-time collaboration

Cross-team collaboration keeps your entire team in sync.

Sales, legal, finance, and your customer — all working in the same agreement. Edits, comments, and approvals happen in one place with a full audit trail, so nothing gets lost between teams or threads.

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Multi-user document editing
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Inline comments and @mentions
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Full version history & audit trail

Redline Suggestions

Built-in redline suggestions and change tracking.

Both sides work in the same document at the same time. No emailing Word files back and forth, no conflicting versions — one live document, always current.