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 talent 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.
Talent: Select the talent you’d like to share the agreement with.
Project: You can link the agreement to a related project.
Category & Subcategory: Select the type of services the talent has provided.
Enter payment & billing details
Pricing type: Choose whether the payment will be fixed, hourly, daily, weekly, or monthly.
How much will the talent charge: This amount depends on the selected pricing type. For example, if the pricing type is monthly, you’ll enter the monthly charge. For a fixed pricing type, simply enter the total agreed-upon amount.
How often does the talent want to be paid: Think of this as the invoicing period.
Who should pay for unexpected costs & expenses: This can either be you or the talent.
What should be done if payment is delayed for more than XX days: Choose whether the talent should pause services until payment is received or terminate the agreement while retaining their rights to any pending payment.
Did you agree upon a prepayment with the talent: This is optional. If a prepayment has been agreed upon, enter the amount; otherwise, select “No” to proceed.
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 the talent can use the work in their portfolio: Specify whether the talent can use the work in their portfolio with or without your 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 talent you selected. Once they approve it from their dashboard, the agreement status will update to "Accepted."