Use the Agreements list to find and manage client-specific documents. Use agreement templates to create reusable content that you can copy into future client agreements.
Find and manage an agreement
Search by agreement or client, choose a created-date range, and filter by status or client. For a custom range, enter both dates and select Apply. Sort the table by its supported columns to review drafts, active documents, and completed agreements.
The list defaults to the past 12 months; choose All time when you need older records.
Open the row menu to duplicate an agreement, save its structure as a template, or move it to Trash. Saving as a template removes the client and client signers, keeps your own signers and signatures, and clears activation and expiration dates.
Build and organize reusable templates
In Settings → Templates → Agreements, create a template from scratch, start with a proposal, or use the template library. Build pages, packages, payment schedules, terms, design, and your own signer configuration once.
Search templates by name or folder. Use the row menu to edit, duplicate, or move a template to Trash, and use the Folder menu to keep related templates together. The Your signature column shows whether the client signs alone, your signature is copied into every agreement, or you must sign each new agreement separately.
The template rich-text editor includes the same headings, font sizes, nested lists, links, color, table, direct HTML, and paste controls as a client agreement. Press Tab or Shift+Tab in a list to change its nesting level. Standard paste matches Moxie’s colors; use the right-click Paste with styling option when preserving source colors is deliberate.
A template has no client. Creating an agreement from it copies the document into an independent client record.
Know what remains independent
Creating an agreement from a template makes an independent copy. Later template changes affect only future agreements, not client agreements that already exist. Edit the client agreement when a change applies only to that client.
Migrate older V1 items
Agreement templates
Legacy templates appear in Settings → Templates → Agreements with a V1 label. Open the row menu and select Migrate to V2. Moxie creates and opens a separate editable V2 template while leaving the original V1 template unchanged as a fallback.
Review the migrated template before using it. Compatible content, packages, terms, styles, and images are carried over. Client recipients, signatures, historical activity, and client-specific tax settings are not copied into the reusable template. The builder lists anything that needs manual review. Repeating the action opens the same V2 copy rather than creating duplicates.
After you have confirmed the V2 template contains what you need, select Delete from the V1 row menu to move the legacy template to Trash. Agreements already created from it are unaffected.
Client agreements
The current builder cannot edit V1 agreements directly. Open a V1 row menu and select Migrate to V2 to create a new editable V2 draft for the same client. Moxie leaves the original V1 agreement unchanged as the legal record and fallback.
Review the migrated draft before finalizing it. Moxie preserves compatible content, packages, terms, design settings, and a signer when the recipient is unambiguous. Existing signatures, acceptance, payment, and activity history remain only on the original. The builder lists anything that could not be converted reliably so you can correct it in the draft.
Each V1 agreement can create only one V2 copy. After migration, its row menu opens that existing copy instead of creating another. When you have confirmed that the V2 draft contains what you need, select Delete from the V1 row menu to move the old agreement and its V1-only history to Trash.
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