Agreements are your agency's service agreements with your clients: the package, the price, the start date, what you do and how either side ends it. They use the same signing as the Business Hub's contracts, but you don't need the Business Hub: every plan has them.
Everything is sent from your agency, in your branding, from your client domain. Clients never see the ContentForge name, except Powered by ContentForge at the bottom on the Starter plan. Signing an agreement doesn't start a charge.
Your templates
Agency settings → Agreements holds your agreement templates. Start from Agency service agreement (starter) with Use this, or New agreement template. It works like the Business Hub's template editor:
- Merge fields add an Agency group ({{agency.name}}, {{agency.email}}, {{agency.phone}}) and a Client group ({{client.name}}, {{client.contact.name}}, {{client.contact.email}}, {{client.website}}), filled in for each client when you send.
- Blanks you fill when sending, like Package, Price, Start date and Term.
- Who signs: usually the client first, then you (signing in the dashboard).
- Write with Zeus writes or changes the words in your voice (2 Zeus credits).
The starters are starting points, not legal advice. Have a lawyer review your agreement before you rely on it.
Send an agreement to a client
Open the client, then Settings → Agreements and Send an agreement:
- Pick the Template and fill in its blanks.
- Who signs: the client's main contact, or another of their portal people. If the template has you sign too, you sign after them in the dashboard.
- Also check their phone with a texted code, if you want that extra check for the emailed link.
- Preview as {name} opens the PDF the way they'll get it. Send to {name} emails them their private link.
The list shows each agreement's status, who signed and who it's waiting for, and when it was sent. Remind emails whoever's turn it is again. Sign appears when it's your turn. Signed PDF downloads the final copy once everyone has signed. Void (owners and admins) stops every link at once.
You can also send one when you add a client: Clients → Add client → Add manually, tick Send a service agreement, pick the agreement and fill in its blanks (for example Package, Price and Start date) right there, and click Add client and send. It's emailed to the client's main contact once the client is added. Optional blanks and the texted phone code are in the full send window on the client's Settings → Agreements.
Ask them to sign on the onboarding form
When you Email an onboarding link (Clients → Add client, or Settings → Client onboarding), tick Ask them to sign the agreement, pick the template and fill in its blanks. The person who fills in the form signs: their name and email come from the form. After they send their details, the form's last step looks like the signing page, with your logo, the agreement, who signs and its pages on the left. It emails a 6-digit code to the address they gave (it works for 10 minutes, with 5 tries) so we know it's them, then opens the agreement for them to sign. You sign your part afterward in the dashboard.
Where your clients sign
- From the emailed link, like any signer.
- In their portal, under Agreements, next to Approvals: Waiting for you with Review and sign, and their other agreements with the PDF. They're logged in to their portal, so there's no link or code to enter: the login is recorded on the agreement's trail and certificate. While signing they can still Ask a question, Request a paper copy, open a sample PDF, or say I'm not them, just like on the emailed link. Each list shows the package and price you filled in (for example "Website Care, Pro · $450 a month").
Agreements show in the portal while Show Agreements in their portal is on for that client (Client → Settings → Agreements; on unless you turn it off), for people who have the Agreements permission (on for everyone unless you untick it for a person in Client → Settings → People). The tab appears once you've sent them an agreement.
In View as client your team sees the Agreements tab read only: only the client's own people can sign.
On the phone
In the ContentForge app, open a client and tap Agreements: see who each agreement is waiting for, Remind, Send an agreement, turn Show Agreements in their portal on or off, and Sign your part when it's your turn.