All Collections
Create an agreement (v2)
Create an agreement (v2)

V2 of agreements arrived 12/1. Here are some quick points to get you started.

Michelle Lee avatar
Written by Michelle Lee
Updated over a week ago

Use Moxie's agreements to send a quick quote or complete your full onboarding flow with a new client. Or anything in between.

Begin at workspace settings > templates > agreements. Click the + to start a new agreement template. To use the classic version of agreements, choose "Agreements [classic]." More information about classic agreements can be found at this link. This article will cover the "Agreements [beta]" version.

This chart lays out what to expect as default in each option:

Blank agreement

Blank page

  • Nothing included


Pre-built, fully customizable

  • Cover page

  • Text introduction

  • Service package examples

  • Payment schedule sample

  • Integrated payment

  • Meeting scheduler integration

  • Contract verbiage


Pre-built, customize by clicking text and adding your preferred terms in the left sidebar or scroll to the bottom of the left sidebar and click the button to "Convert to editable text"

  • Legal language


Pre-built, fully customizeable

  • Account information

  • Client information

  • Service package examples

  • Accept button

In the top of the left sidebar, there is a dropdown to allow you to edit certain elements in the agreement.


These are the items that you'll include in your agreements. Click and drag the element onto the field where you'd like it. Click and drag to move an element. Click on an element to edit it.



You can choose between 1-3 equal containers to lay across your agreement.

Within each container, you can:

  • Create a minimum height requirement (the container will expand to fit your elements).

  • Add a background color or image.

  • Add padding to each column.

If you'd like to have a background image with text overlay, you can add a container with 1 column then add a background image (your own or a stock image integrated from Unsplash). Cover pulls the image across the full width of your agreement. Auto keeps the original dimensions. Contain keeps the image at a fixed relative dimension.

Horizontal divider

Adjust the weight, width, padding, and color.

Vertical spacing

Add height in pixels between vertical elements in your agreement.


Add an image (or stock image), text (and use tokens), or your logo (managed in workspace settings > my business).

Not all tokens are available in agreements. Use the dropdown under tokens to view the available tokens. Generally, you can reference:

  • The agreement itself (name, date created or signed)

  • Account information (your information)

  • Client information (and anything you've mapped from a form into a custom client field)

  • Signer information (set under the "Signer" dropdown in the left module of agreements)

  • Up front costs (what your client pays today)

  • One time costs (what your client will pay a single time for your work together)

  • Recurring costs (what your client will pay on a regular basis for your work together)


Legal terms

Manage these terms by clicking on them in the document. Opt to add full legal terms or simple payment terms.

This template contract was written by an attorney based on common requirements for freelancers in the US. It is good practice to have your own legal counsel review all relevant business agreements.

You can choose to fill in the information using the dropdown boxes or scroll to the bottom and click "Convert to editable text."


This draws from your project templates. You'll be able to set up what it looks like using padding and color.

Use these dropdown boxes to allow your clients to select one package from this services section or multiple packages. Make one (or multiple) packages required. Choose if you want your services to be shown in a row horizontally or stacked vertically.

For example, you may want to show your clients the price for a premium, mid-size, and basic package. You can add all 3 packages (with associated tasks, fees, and due dates as desired) and allow them to select a single package and make it required.

If you want to show your clients your pricing for services that work together, you would add the packages and allow them to select "multiple packages" and not make them required.

Use "Add package" to create a new package. Or "Import template" will give you the options to pull in project templates you've already made.

Each package you've added to this services block will appear under "Packages." Click on a package to edit it's contents including name, fee type and amount, and any additional products or services. Think of a package like a project and its associated tasks.

By default, the text in the package blocks will use tokens that pull in the selected name and details. View other options for tokens by clicking in the box and then "tokens." All of this text is editable. If you are creating a template, you'll want to use tokens so that that your template will pull in the correct package information each time.

Each package you've added to this block is part of this set of offerings. You don't need to create containers and add separate services and packages to each section of the container. As you add packages to this service block, they will add either in a row or a stack depending on how you've chosen to lay out your services.

When you add a service block, a sample package will be added by default. Click on the sample and use the trash icon to remove it if you want to only import other templates you've already made.

Create an add-on

If you'd like to offer add on services that your clients could opt into, there are a few ways to accomplish this.

If you'd like to add a line item

Add a services block and a package. Click on that package to edit. In the lower center of the box, choose "+Add product or service" to open your product and service library. Or click on any of the items in the box (tasks)

Toggle on the "Add on" section. Decide it if it will be optional or part of the package. Set the price if it has not been set already.

If you'd like to add extra packages (project and tasks)

Insert another services block and import or add your packages. Choose that your client can select multiple packages and that they are not required. This allows you to add extra projects and their associated tasks that you may not have told your client about yet.

Integrate Moxie's other features

You can include a meeting scheduler or form directly in your agreement. For your meeting scheduler, you can opt to turn on and off the info panel.

Integrated payment

No need to send two documents if you are using a connected Stripe account for your online payment processor. Add the integrated payment block and collect your initial deposit at the signing of your agreement.

Payment plan

Split up future payments for the above services using payment plans. You can add as many payment events as you like. Choose if your payments will be paid upon signature, a set date, or a milestone and the percentage that will be paid at each installment.

On each invoice, your client will be able to see which installment they are paying and any past installments paid.

The payment plan is dynamic so whichever services your client chooses, that amount will be totaled for the payment plan to follow.

Accept button

This button is added by default in a quote. Drag it onto the field and then click it to edit the padding, button text, accepted text, and button style.


Drag the signature block into the field to add it. In your template, you'll just see signers that you have added from your company (use the main agreements dropdown to switch to "signers" to add a signer or signers from your company).

Manage who needs to sign, both from your side and the client's side. When you use the agreement template for a client, you'll see an "Add signers" button where you added the signature block in your template. Click that to bring up the signers tab.

You can also access the signers tab by clicking in the agreement and using the dropdown from the main left module and choosing "Signers."

When you use the agreement with your client, you'll be able to choose who needs to sign as the client.

Each signer will receive their own personal link to sign that you'll get when you click share and finalize the agreement.

Before you can finalize an agreement, parties from your account that have been added as signers will need to add their signature. If you'd like to pre-sign all your agreements, fill in your signature in your agreement template.

If you have a signature drawn already that you'd like to use, click the "Draw signature" tab and click and drag your .png signature into the box.


Optionally, add pages to your agreement and choose their default size and canvas color. If you want to use pages navigation, but not the look of pages, you can make everything white and drop the page shadow.

By adding a page title to each of your pages, your client will be able to click to navigate through your entire agreement.

To add a title, use the dropdown in the left module of an agreement or agreement template.

Use this area to give your pages a title, re-order pages, or remove pages.

Did this answer your question?