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Agreements (v2) settings
Agreements (v2) settings

Configure what happens after you send an agreement

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

After you send an agreement, configure what happens when things get signed and work begins.


Go to your agreement templates (workspace settings > templates > agreements) or any agreement. In the left module, use the dropdown box to choose "Settings."

Here, you can choose which invoice template will be used with your payment plan invoices (optional). You can choose which email you'd like to send as confirmation that the agreement has been signed (create this template in workspace settings > templates > email).

Here you can add a page you'd like to redirect your client to after they sign your agreement and a confirmation message.


Add your preferred fonts and sizes by using the left module dropdown in an agreement or agreement template and choosing styles.

Add the default title, heading, sub-heading, and paragraph style as well as your branded font. If you have a custom font, you can upload it under workspace settings > preferences > custom fonts.

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