Managing Agreements
Efficiently Manage, Edit, and Track Client Agreements
By Anchor and 1 other2 authors7 articles
- How to edit an agreementEditing an agreement is simple and transparent for your client – there’s no need to sign a new proposal. Follow this guide to learn more.
- About "Request Payment Method"Easily prompt clients to add their payment details
- Amending billing dateThis article explains how to change a billing date and what to expect when you do so
- Sharing a direct link to a page with a clientShare a direct link to their client portal or a specific agreement page
- Agreement nameLearn more about the agreement name when creating a new proposal
- Terminating an agreement
- Changing or adding email recipients on an agreementLearn how to add additional contacts or change the person who receives email notifications in your agreement.