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, dividers, and signature areas. Use the Design and Settings panels to control presentation and behavior.

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.

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. When you paste formatted content, Moxie removes copied foreground and background colors so the document remains readable with its own design; right-click and choose Paste with styling only when you intentionally want to keep the source colors.

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

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.

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.

Continue exploring Sales

Back to Sales