Agreements
Create proposals and contracts, collect electronic signatures, and connect signed terms to invoices. Learn the pages, statuses and which guide to use.
Agreements lets you write proposals and contracts, send them for electronic signature and see who has signed. You can also add a quote, let the buyer choose options and start billing once everyone signs. This page is for anyone who sends proposals or contracts to customers. It explains the pages, the statuses and where to go next.
Before you begin
- Agreements must be turned on for your workspace. A workspace manager does this in Agreements → Settings with Enable Agreements.
- Your role must allow you to create or send agreements. Only workspace managers can change agreement settings or run bulk sends.
- Electronic signature rules differ between countries and types of agreement. Check your own legal requirements before you rely on Agreements for a contract. Spacebrain does not give legal advice.
- To collect payment after signing, set up Payments first.
Where to find it
Open Agreements in the main sidebar. The pages are:
| Page | Use it to… |
|---|---|
| All agreements | See every agreement, filter by status and find what needs action. |
| Templates | Save reusable documents with recipient roles, fields and optional public links. |
| Batches | Send one template to many CRM contacts at once and follow progress. |
| Automations | Create drafts or send agreements automatically, and react to signing events. |
| Settings | Turn Agreements on, set expiry and reminders, email verification, activity sharing and branding. |
How an agreement moves from draft to signed
- Write it. Choose New agreement or start from a template. Add text blocks, a quote and variables.
- Prepare it. Add recipients, set who signs and in which order, and place signature fields.
- Approve it (optional). Ask teammates to approve before it goes out.
- Send it. Choose Review & send, then Send agreement. Invitations go out in signing order.
- Sign it. Each signer verifies their email if required, completes their fields and chooses Agree & sign.
- Collect payment (optional). If you set up a payment, the invoice or card setup starts after signing.
What the statuses mean
| Status | Meaning |
|---|---|
| Draft | Still being written or prepared. Nothing has been sent. |
| Approval pending | Waiting for one or more teammates to approve. |
| Approved | Approved and ready to prepare and send. |
| Sent | Invitations have gone to the first signers. |
| Viewed | At least one recipient opened it. |
| Partially signed | Some, but not all, signers have signed. |
| Completed | Everyone signed. The signed PDF and certificate are ready. |
| Declined | A signer chose Decline agreement. |
| Expired | The expiry date passed before everyone signed. |
| Voided | You cancelled it. Its signing links no longer work. |
Find what needs your attention
On All agreements, use the status filter (for example Awaiting approval or Partially signed). The action queue can show My approvals, Due within 7 days or overdue, Delivery needs attention and Collection needs attention. You can save a filter as a Personal saved view.
Under More actions you can also open the Lifecycle report, Export CSV, Upload PDF or Bulk send.
Worked example: a web design proposal
- Priya chooses New agreement and titles it "Website redesign proposal".
- She adds a scope section, a quote with an optional "SEO package" line, and payment terms.
- On the prepare page she adds her client as Needs to sign and her project manager as Receives a copy.
- She sets collection to Create payable invoice after all signatures with a deposit.
- She sends it. The client picks the SEO package, signs, and receives an invoice for the deposit.
If something goes wrong
- I can't see Agreements. Ask a workspace manager to turn on Enable Agreements and check your role.
- Review & send is not available. A recipient, a required field or an approval is missing. Open the prepare page and fix the warnings.
- A signer never got the email. Open the agreement's Delivery tab. Retry from there, or use the resend icon next to their name on Overview.
- I sent the wrong version. Use Correct & reissue. It voids the original and disables the old links. See Create and send an agreement.
FAQ
Does signing an agreement collect payment?
Not by itself. Payment happens only if you set a collection option. See Billing and collections.
Can a signer sign on their phone?
Yes. The signing page works in a mobile browser, and signers can type or draw their signature.
Can I upload an existing PDF?
Yes. Use More actions → Upload PDF and place signing fields on top of your pages.
Next step
Create and send an agreement
Write, prepare, send and track your first agreement.
Templates and public links
Reuse documents and share one link that anyone can sign.
Quotes, options and conditions
Let buyers choose options and show sections only when they apply.
Billing and collections
Invoice or save a card after signing and recover failed collections.
Bulk sending and reports
Send to many contacts and review engagement and lifecycle reports.
Next step
Keep moving
Open the relevant Spacebrain screen or contact support if you need help.
Last updated on
Transactions, refunds and reconciliation
Find any customer payment, issue a full or partial refund, reverse an offline payment, and compare collections with provider fees and payouts.
Create and send an agreement
Write a proposal or contract, add signers and fields, get approval, send it in signing order and track delivery, signatures and corrections.