Moxie

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

Create an agreement (v2)

Configure what happens after you send an agreement

Agreements (v2) settings

Using tokens in Agreements (beta version)

Agreements (v2) tokens

Create a legally binding contract to protect you and your business and set up clear expectations for your clients.

Write a contract

Create a proposal with legal language and projects built in.

Write a proposal

Send a quick quote to your clients to accept.

Write a quote

Automatically capture initial payment with your proposal, quote, or contract.

Integrated payments in agreements

Use the agreements tool to create proposals, quotes, and contracts. Editable to fit your needs.

FAQ's about agreements

Have a signed agreement create a project or invoice.

Automations for agreements

Create a template out of your most-used proposals for easy access.

Templates - agreements

Michelle Lee

Geoff Mina

How to write a quote, proposal, and contract using Moxie.

Agreements

Find answers and get help from Intercom Support and Community Experts

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