Access
Everyone gets exactly the access they need.
Roles decide who can draft, edit terms, approve, bill and export. Auditors get read-only access to the record, not a spreadsheet export.
- Role-based permissions
- Read-only access for auditors
verified_userSecurity & compliance
You set the rules. Agree enforces them.
Decide who can draft, approve, bill and export, which deals need a sign-off, and what agents can do on their own. Every action is logged, from the signature to the journal entry.
The best agree on Agree
The problem
Revenue controls break where data is re-keyed.
Legacy controls
Every hand-off is a gap in the trail.
- cancelTerms copied from PDFs into billing
- cancelApprovals buried in email threads
- cancelShared logins to the billing tool
- cancelAudit samples rebuilt by hand
With Agree
One record, with every change on it.
- check_circleTerms captured once, at signature
- check_circleApproval rules enforced in the product
- check_circleRoles that limit who can do what
- check_circleAn audit trail from signature to ledger
Approvals
Rules that people and agents both follow.
Discounts, non-standard terms, credit memos and write-offs route to the right approver. Agents work inside the same rules and can't skip a step.
- Approval rules by amount and type
- Agents wait for a person on anything risky
Evidence
An audit trail that starts at the signature.
Every signature is timestamped and IP-logged, and every invoice, payment and journal entry links back to it. Testing a sample takes a click.
- ESIGN and UETA compliant signatures
- Traceable from contract to ledger
Security and compliance
Built for the audit, not just the demo.
signatureE-signature
Legally binding,
with proof attached.
Every signature is timestamped, IP-logged and compliant with ESIGN and UETA, with a certificate you can hand to an auditor.
admin_panel_settingsApprovals
The right sign-off, every time.
groupRoles
Access by role, not by trust.
historyAudit trail
Signature to journal entry.
sync_altYour ledger
Every entry, explained.
verified_userSOC 2 Ready
Controls built to the SOC 2 standard.
webhook
API & webhooks
Everything the product does, you can do in code.
hub
CRM sync
Salesforce and HubSpot kept current, both ways.
checklist
Close checklist
Know what's left before anyone opens a spreadsheet.
monitoring
Live ARR and DSO
Straight from contracts and payments, always current.
Questions finance teams ask
Are signatures legally binding?add
Yes. Every signature is compliant with ESIGN and UETA, timestamped and IP-logged, with a certificate of completion.
Can we limit what each person can do?add
Yes. Roles control who can draft, edit terms, approve, bill and export, and approval rules route anything sensitive to the right person.
What can agents do without approval?add
Only what your rules allow. Anything that needs a sign-off, like a credit memo or a large discount, waits for a person.
Is Agree SOC 2 compliant?add
Agree is SOC 2 Ready: our security, availability and confidentiality controls are built to the SOC 2 standard. Ask your account team for details.
Where revenue begins
Close on Agree.
Show your auditors a trail that starts at the signature.