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Platform/Agreements

Make the next yes
clear for everyone.

Build the proposal or contract, choose the recipients and collect signatures. Keep the accepted scope connected to the customer as delivery begins.

AgreementsIN YOUR WORKSPACE
AgreementsReady for review
NORTHLINE / COLE TYPE CO.

A clear start to
the next project.

Project agreement


Scope of work

Discovery, a focused plan, and the agreed delivery milestones.

Avery ColeSignature requested
A signed agreement with somewhere to go

Carry the commercial context into payment and delivery.

Build the scope and termsAdd the right recipientsTrack signing progress
THE SHORT ANSWER

What can you create in Spacebrain Agreements?

Spacebrain Agreements helps teams create proposals and contracts from reusable templates. Add the scope, pricing, terms, and recipients, send the document for signature, and track its status. Keep the accepted agreement connected to the customer record and the payment or delivery work that follows.

01 / THE MOMENT THAT MATTERS

The handoff should start with what was agreed.

Scope, pricing, signer details and status can get lost between documents and email. Keep them in a document your team can track from draft to acceptance.

See the first workflow
AgreementsSample workspace
NORTHLINE / COLE TYPE CO.

Know where the agreement stands.

Prepare

Scope, pricing, terms and signature sections

Coordinate

Avery Cole · Client signer

Continue

Keep the accepted outcome with the customer

02 / THE CONNECTED NEXT STEP

Connect acceptance to the operation

Keep the signed outcome beside the CRM record and prepare the invoice, onboarding work, and customer follow-through.

See the first workflow
AgreementsReady for review
NORTHLINE / COLE TYPE CO.

A clear start to
the next project.

Project agreement


Scope of work

Discovery, a focused plan, and the agreed delivery milestones.

Avery ColeSignature requested
A CLOSER LOOK

What you can do

Agreements turns proposals and contracts into a visible customer workflow instead of a file that disappears into an inbox.

01

Compose the commercial story

Build the overview, scope, pricing, terms, and signature sections from a reusable document structure.

02

Coordinate every recipient

Assign signers and roles, review the customer-facing document, and keep delivery and signing status visible.

03

Connect acceptance to the operation

Keep the signed outcome beside the CRM record and prepare the invoice, onboarding work, and customer follow-through.

Put Agreements to work in your business.

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YOUR FIRST WORKFLOW

How it works

Carry the commercial context into payment and delivery. Here is a practical starting point for your setup.

01

Create

Choose a template and build the proposal or contract around the customer and offer.

02

Add recipients

Assign signer roles and confirm the customer-facing document before it leaves the workspace.

03

Send and track

Deliver the agreement and follow its progress from sent to viewed, signed, or action required.

04

Start delivery

Use the accepted commercial context to prepare payment, onboarding, tasks, and follow-up.

Watch the whole Spacebrain workspace in motion
WORKS BETTER TOGETHER

Connected tools

Explore six tools to use alongside Agreements.

MADE FOR REAL WORK

Use agreements wherever approval starts the next phase.

01

Sales proposals

Present scope, pricing, terms, and next steps beside the active deal.

02

Service agreements

Turn an approved service package into a clear customer and delivery commitment.

03

Client contracts

Keep agency, client, signer, payment, and onboarding context in the right workspace.

04

Renewals

Prepare updated terms and follow the acceptance path without losing the account history.

05

Change orders

Document an approved scope or price change and keep the project impact visible.

06

Internal approvals

Route a governed document through the people responsible for the decision.

A FRESH ALTERNATIVE

Small team.
Big possibilities.

Evaluating HubSpot or GoHighLevel? Explore a workspace that brings customer records, marketing, AI and daily work together. Start with the job you need to solve.

Compare the fitExplore our Trust Center
BEFORE YOU START

Questions & answers

Practical answers for planning the work.

Visit the Help Center
What is a practical first workflow for Agreements?

Prepare the project agreement for Avery. Start by following these steps: build the scope and terms; add the right recipients; track signing progress. Carry the commercial context into payment and delivery.

What can I create in Agreements?

Create proposals and contracts from reusable templates, add commercial sections and recipients, send them for signature, and track their status.

Can I reuse document templates?

Yes. Build a repeatable structure for common offers and agreements, then customize the customer, scope, pricing, terms, and recipients.

Can agreements connect to CRM records?

Yes. Keep the agreement attached to the relevant people, company, deal, owner, and customer activity.

What happens after an agreement is signed?

The accepted context can support the next payment, onboarding, task, and delivery workflow without requiring the team to rebuild the details.

Can agencies use Agreements for clients?

Yes. Keep every client’s documents, recipients, commercial context, and follow-through inside the correct workspace.

YOUR NEXT MOVE

A signed agreement with somewhere to go.

Build the proposal or contract, choose the recipients and collect signatures. Keep the accepted scope connected to the customer as delivery begins.