Contracts
What does AgencyFlo's contracts do?
Why your agency needs contracts. Signed contracts that live with the work.
Signed contracts that live with the work.
Generate, send and store contracts inline with the project they govern. No PDF graveyard, no version drift.
Connected to the whole loop
Nothing here is a silo. Changes flow to projects, invoices and your P&L automatically, so the rest of the system stays in sync without manual re-entry.
No stitched-together stack
Replace the patchwork of single-purpose tools with one operating system, so your team spends time on client work instead of moving data between apps.
Why a signing tool isn't the whole job
DocuSign signs a document. What happens before and after lives somewhere else. The agency builds the contract from the proposal by hand, signs it, then files the PDF in a folder that slowly becomes a graveyard. A contract in AgencyFlo generates from the accepted proposal and stores against the project it governs, so the agreement and the work it covers share one record.
Generated from the proposal, stored on the project
The scope, deliverables and pricing carry across from the proposal automatically, so the owner reviews the legal terms rather than rebuilding the document. The signed copy attaches to the project, alongside the proposal it came from. Every version is kept with its date, sender and changes, so "which one did we sign in May" is one click. The executed agreement is locked, so later edits create a revision rather than overwriting it.
Custom terms without rebuilding
Contracts build from templates with editable sections, so a studio drops in the clauses a deal needs - IP terms, kill fees, jurisdiction - without starting over. Saved templates carry the standard terms the studio uses on every engagement. The owner edits only what's specific to the client in front of them. Standard work stays fast. Unusual work stays possible.
Frequently asked questions
How do contracts work in AgencyFlo?+
Contracts in AgencyFlo generate from the accepted proposal, carrying the scope, deliverables and pricing across automatically. The owner reviews the legal terms, sends the contract for signature, and the signed copy stores against the project record. The contract, the proposal it came from and the project it governs all live on the same client record, with no separate folder of PDFs.
Can clients sign contracts electronically?+
Yes. Contracts in AgencyFlo send as web-based documents that the client signs inline, with the timestamp, IP and signed copy stored on the project record. There's no need for a separate DocuSign or HelloSign seat for standard agency contracts. The signed PDF can be downloaded or forwarded if the client's legal team needs a copy for their files.
Does AgencyFlo store every version of a contract?+
Yes. AgencyFlo keeps every version of a contract sent on a project, with the date, the sender and the changes between versions. If a client asks "which version did we sign in May", the answer is one click on the project record. The signed version is locked, so subsequent edits create a new revision rather than overwriting the executed agreement.
How is this different from DocuSign?+
DocuSign signs documents; what happens before and after the signature lives in other tools. In AgencyFlo, the contract is generated from the proposal, the signed copy attaches to the project, and the project carries the agreed scope and pricing forward into delivery. The signature is one step in a connected flow, not a standalone product to integrate.
Can I add custom clauses to a contract?+
Yes. Contracts in AgencyFlo build from templates with editable sections, so studios can add custom clauses (IP terms, kill fees, jurisdiction) per engagement or per client. Saved templates carry the studio's standard terms, and the owner edits the specifics for the deal at hand without rebuilding the document from scratch.
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