Template guide
Service agreement
Sets out ongoing work, what it costs and how either side ends it.
Start free, upload your own PDF, and place these fields on it. No card needed.
Recipients
2
In routing order, below
Fields
6
5 of them required
Payment at signature
Usually
Collected in the signing session
Routing
Who signs it
In the order they should receive it.
Client
Signs and pays the first invoice if you take one up front.
Provider
Counter-signs.
Fields
The fields it needs
Assign every field to the recipient who has to fill it in. A field with no owner is the most common reason a document comes back unfinished.
| Field | Who fills it | Required |
|---|---|---|
| Signature | Both | Yes |
| Full name | Both | Yes |
| Company | Both | Yes |
| Monthly fee | Provider | Yes |
| Notice period | Provider | Yes |
| First payment | Client | Optional |
Payment
Take the money at the signature
Taking the first month during signing is the difference between a signed contract and a paying client.
Before you send
What to get right
- Keep the commercial terms in fields rather than in the body text, so the same template serves every client.
Templates
Related documents
Import standard forms from your workspace’s shared catalogue