Compose the commercial story
Build the overview, scope, pricing, terms, and signature sections from a reusable document structure.
Send agreements. Keep work moving.
Build proposals and contracts from reusable templates, add the right recipients and commercial details, collect signatures, and carry the accepted outcome into CRM, Payments, and delivery.
Reusable document templatesRecipients and signaturesCRM and payment follow-through
01Start from a controlled templateReuse the structure, terms, pricing language, and signature requirements your team has already approved.
02Build the document around the customerKeep the proposal or contract attached to the correct people, company, deal, owner, and commercial context.
03Send and track the signing pathAdd recipients, confirm roles, send the agreement, and see whether it is viewed, waiting, signed, or needs attention.
04Continue after acceptancePrepare payment, onboarding, tasks, and the next workflow from the accepted agreement instead of re-entering the details.
A DOCUMENT THAT STAYS OPERATIONAL
From first draft to signed next step.
Agreements turns proposals and contracts into a visible customer workflow instead of a file that disappears into an inbox.
Coordinate every recipient
Assign signers and roles, review the customer-facing document, and keep delivery and signing status visible.
Connect acceptance to the operation
Keep the signed outcome beside the CRM record and prepare the invoice, onboarding work, and customer follow-through.
WHY SPACEBRAIN
A signed file should start the work—not end the visibility.
Spacebrain keeps the document, recipients, commercial context, acceptance, and next action attached to the customer.
The agreement is sent from a separate document tool.
Customer and deal details are copied into the document
Signing status is checked in another workspace
Payments and delivery begin with another handoff
The agreement remains part of the customer record.
Templates and customer context shape the draft
Recipients and status stay visible to the owner
Acceptance can continue into payment and delivery work
THE COST OF DISCONNECTION
The highest-friction handoff often begins after the customer says yes.
THE SPACEBRAIN PATH
One customer action → context captured → clear owner and next step
01Templates and customer context shape the draft
02Recipients and status stay visible to the owner
03Acceptance can continue into payment and delivery work
Agreements preserves what was sold, who accepted it, and what the team must do next.
HOW IT WORKS
Create, send, sign, and continue.
STEP 01
Create
Choose a template and build the proposal or contract around the customer and offer.
STEP 02
Add recipients
Assign signer roles and confirm the customer-facing document before it leaves the workspace.
STEP 03
Send and track
Deliver the agreement and follow its progress from sent to viewed, signed, or action required.
STEP 04
Start delivery
Use the accepted commercial context to prepare payment, onboarding, tasks, and follow-up.
DOCUMENTS WITH A BUSINESS OUTCOME
Use agreements wherever approval starts the next phase.
Sales proposals
Present scope, pricing, terms, and next steps beside the active deal.
Service agreements
Turn an approved service package into a clear customer and delivery commitment.
Client contracts
Keep agency, client, signer, payment, and onboarding context in the right workspace.
Renewals
Prepare updated terms and follow the acceptance path without losing the account history.
Change orders
Document an approved scope or price change and keep the project impact visible.
Internal approvals
Route a governed document through the people responsible for the decision.
FOR AGENCIES
Turn your best proposal into a repeatable delivery standard.
Reuse approved document structures, customize the commercial details for each client, and connect every accepted agreement to the correct workspace, invoice, and onboarding plan.
1
Apply the templateStart from approved scope, terms, and signing rules.
2
Customize the commercial contextUse the client, service, pricing, and recipient details for this engagement.
3
Continue into deliveryKeep the signed result attached to payment, onboarding, and client work.
FREQUENTLY ASKED QUESTIONS
Questions about Agreements.
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.
START FREE
Keep the promise and the delivery connected.
Create the agreement, collect the decision, and begin the next phase with the accepted context intact.