Create an agreement when the client needs to review scope, packages, payment terms, signatures, or other formal decisions. Moxie keeps the document editable as a draft until you finalize and share it.

Open Agreements in Moxie

Add and reorder pages and blocks to create the client experience. Agreements can include rich text, client and business details, packages, payment schedules, online payment, scheduling, forms, files, PDFs, dividers, and signature areas. Use the Design and Settings panels to control presentation and behavior.

Use a PDF block to show an existing document, such as a statement of work or price sheet, inside the agreement. See Add a PDF to a form or agreement.

To show clients one page at a time with Previous and Next buttons, turn on Slide formatting on the Pages tab. See Present an agreement one page at a time.

On the Design tab, Page margins (px) add space inside every page, in addition to each block's and section's own padding. Margins start at 0.

A Designed section opens a visual editor with section starters, columns, and text, image, button, embed, divider, and HTML content blocks. Click text to edit it and use Customize for layout and content settings. Columns adapt to smaller screens automatically. You can also paste exported HTML; complex designs remain HTML blocks with source editing and basic text, image, and link controls. Choose Apply to bring your changes back into the agreement, or cancel to discard them.

To tailor a package for one draft agreement, select its Package Offer block and choose Customize for this agreement. The side-by-side preview updates as you edit the presentation, offerings, add-ons, and payment choices, including server-calculated prices and payment timing. Saving changes only this agreement; the reusable Package Template remains unchanged.

Under Settings → Timing & reminders, you can set an expiration date and customize the message clients see if they open the link afterward. Expired links show that message without revealing the agreement contents.

The Terms block sets when invoices are due and the late payment fee. Choose Monthly — accrues daily or One-time as the late fee type, then enter the rate. When you create an agreement, its Terms take the client's late fee type and rate, or your workspace defaults when the client has none, so check the Terms if this client needs different terms.

Rich-text blocks support headings, font sizes, links, text color, lists, tables, and direct HTML editing. To create a nested bullet or numbered item, place the cursor in the list item and press Tab; press Shift+Tab to move it back out. You can also use the indent controls in the toolbar. Pasted content keeps its formatting. To paste plain text instead, press ⌘⇧V on Mac (⌥⇧⌘V in Safari) or Ctrl+Shift+V on Windows.

The builder shows the client-facing document while you arrange content and settings.

Date tokens, such as today's date in your terms, show the current date while the agreement is in progress. When the agreement is fully executed, they change to the execution date and stay fixed with the signed record.

When a package's prices are in a different currency from the agreement, Moxie uses your product and service library prices in the agreement's currency where they exist. Any other amounts are carried over unchanged and listed under Some prices aren't set in the agreement's currency in the Package Offer block settings. Choose Convert from the original currency at today's rate, or Keep amounts and edit manually and then correct the prices in the package yourself.

To embed an image inside an agreement or template text block, select the block and drag an image file into the editor, or paste an image from your clipboard. Wait for the upload to finish; the image is stored in your image library and saved with the text. Select an inserted image to resize it. Existing HTML background images are preserved when they use a valid HTTP or HTTPS image URL.

Select Add signers and add at least one required client signer before sharing. Add someone from your business only when the agreement should be countersigned.

You need to sign only when the agreement has a signature line for your side. When an agreement has client signers but no signature or accept block, the client executes it by selecting Finish; Moxie points this out when you finalize so you can add a signature block if you need one.

Select Preview in the builder toolbar to see the agreement exactly as your client will. Use the width toggle to switch between desktop width and a 375px mobile view. Download PDF creates a print-ready copy from the client's view, including a signature certificate. You can also Share or Finalize from the preview.

Review packages, totals, payment timing, tokens, legal text, scheduler, and signers before selecting Finalize. Then use Share to deliver the agreement through the supported email flow or copy its online link when appropriate.

Type {{ in the email subject or message to open the token library. For agreement emails, the Contact first name, last name, full name, and email tokens are aliases for the corresponding Signer information. Moxie fills both token styles separately for each signer as it sends their personal copy.

Finalization changes the agreement from a working draft into the version the client reviews. Avoid making that transition until the document is ready.

Select View settings in the agreement toolbar to review its saved settings, including expiration, email templates, reminders, tax, and confirmation behavior. This read-only view remains available after the agreement is fully executed, so you do not need to return it to draft. Legacy agreements also show their applicable project and invoice automation settings.

Use Link opportunity when the agreement belongs to an active deal. This preserves the relationship between the proposal and the commercial process.

When an agreement contains a form, the fully executed agreement shows the values the signer submitted inside the original form layout. Text, choices, conditional answers, and submitted file names remain read-only so your team can review the completed document without reopening a blank form.

Use Form submissions when you need the submission's internal notes, privacy controls, export, or deeper response workflow.

Email templates can include {{Email.Signature}}. It is filled with your automated sender’s saved signature when sending, so seeing the token while composing is normal. If no signature is configured, it resolves to empty text.

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