Automate Agency Client Agreements

The problem

Agencies send retainer agreements, project proposals, and master service agreements to every new client. Each document is slightly different — different scope, different rates, different deliverables. Manual editing and chasing signatures wastes hours every week.

The solution

Store your agreement template as markdown. When a deal closes, populate it with the client's specific data and send via API. The client signs digitally and both parties get the certified PDF immediately.

Example document template

# Agency Retainer Agreement

**Agency:** {{agencyName}}
**Client:** {{clientName}}

## Monthly Retainer
{{retainerAmount}}/month for {{serviceDescription}}

## Deliverables
{{deliverablesList}}

## Payment Terms
- Monthly invoicing on the 1st
- Net 14 payment terms
- 3-month minimum commitment

Replace the {{variables}} with your application data and send via API.

Send it with one API call

curl -X POST https://signb.ee/api/send \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "content": "YOUR_RENDERED_MARKDOWN",
    "senderName": "Your Name",
    "senderEmail": "you@company.com",
    "recipientName": "Recipient Name",
    "recipientEmail": "recipient@email.com"
  }'

Why this approach works

• Close deals faster — send agreements instantly
• Consistent branding across all client contracts
• Dynamic scoping — each agreement reflects the actual deal
• Audit trail proves what was agreed
• Integrates with your CRM or project management tool

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