The Service Terms & Conditions agreement is highly customizable, detailing aspects of the service provided, such as the scope of work, payment terms and amounts, intellectual property clauses, and more.
How to create a "Service Terms & Conditions" agreement
To create a Service Terms & Conditions agreement, go to "Agreements" from the sidebar and click "New Agreement".
Then, select "Service Terms & Conditions" as the agreement type and click "Next".
Enter client and service details
Name: Give the agreement a name. This is not displayed in the agreement PDFs—it’s just used when listing the agreements on the dashboard.
Company: Select your client's company.
Contact: The agreement will be shared with this email address for approval.
Project: You can link the agreement to a related project.
Category & Subcategory: Select the type of services you’ve provided.
Enter payment & billing details
Pricing type: Can be fixed, hourly, daily, weekly, or monthly.
How much will you charge: This depends on the pricing type. If your pricing type is monthly, you’ll be asked to enter the monthly amount you'd like to charge. If you choose fixed pricing, just enter a total amount, for example.
How often do you want to be paid: Think of this as the invoicing period.
Who should pay for unexpected costs & expenses: This can either be you or your client.
What should be done if payment is delayed for more than XX days: You can choose to stop delivering services until payment is made or completely terminate the agreement while preserving your rights to the payment.
Did you agree upon a prepayment with your client: This is optional. Enter the prepayment amount if you have agreed on one, or select "No" to continue.
Enter privacy and property rights
Privacy of the agreement: Choose whether to keep the privacy terms in effect until the end of the agreement or keep them in place indefinitely.
Intellectual property rights: Select which party owns the rights and/or licensing of the intellectual property.
Whether you can use the work in your portfolio: Specify whether you can use the work in your portfolio with or without client approval.
Select termination & end date
Notice period for termination: Decide whether the agreement can be terminated before it expires, and if so, how many days of notice must be given.
Select when the agreement ends: Options are:
On a specific date (enter a date)
After a certain amount of time (enter a time period)
When the service is delivered
Extension of the agreement: Choose whether the agreement can be extended and, if so, how long it can be extended.
After filling in all the fields, click "Next" and review the agreement details.
Based on the information you’ve entered, the related legal text will be included in the agreement. The specific details you provided will appear in bold.
Click "Send Agreement" when you're ready, and that's it!
The agreement will be sent to the contact email you selected. Once your client approves it from their dashboard, the agreement status will update to "Accepted."
