Agencies template kit

Client agreements, approvals, and balance tracking for Agencies.

Proposals, retainers, SOWs, change requests, and milestone payments. Invited pilot users can install starter agreements, signing fields, balance-tracking steps, and email copy. Live client payment checkout is not generally available. Start with the small-business contract signing workflow.

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Included templates5 workflows
1Proposal Approval
2Monthly Retainer
3Statement of Work
4Change Request
5Final Acceptance

Agencies document workflow

Use a signing process built around the real work.

Workflow context

Agency agreements often combine creative scope, access to client systems, approval rounds, usage rights, outside costs, and milestone billing. Those details are easy to scatter across a proposal, email thread, and statement of work. A useful electronic-signature package identifies the controlling scope and keeps later change requests traceable to it. SignApprove can support proposals, retainers, SOWs, change requests, and final acceptance as related PDF records while keeping invoice and balance status in the workspace. It does not decide intellectual-property ownership, advertising compliance, data-processing obligations, or whether a client contact has authority to approve work; agency counsel and the business team must supply and review those terms.

Prepare the PDF and fields

Before placing fields, confirm the client entity, brand or campaign, deliverables, channels, revision limits, approval deadlines, dependencies, access requirements, pass-through expenses, usage or license terms, portfolio permissions, and termination process. Distinguish estimates from fixed commitments and label taxes or media spend accurately. Include the exact creative brief or schedule if it is part of the agreement. For a retainer, explain what rolls over and what does not. For a change request, state the affected deliverable, added fee, and schedule impact. Remove internal margin notes and vendor pricing from the client PDF with a verified process, not a visual cover-up. Keep live collection claims out of the document unless the provider route has been validated for that tenant.

Route approval and retain proof

A common path is account lead preparation, internal scope and finance approval, then client review by the person authorized to accept budget and deliverables. If legal or procurement approval is required, record that role separately rather than asking the creative contact to sign for the company. Route change requests to the same accountable owner or a documented substitute. At milestone acceptance, identify the work being approved and any remaining corrections. Use reminders that match real deadlines and stop them when a request is voided or replaced. Retain completed PDFs and audit records with the client package so a later team can distinguish the original SOW from approved additions.

Agencies preflight checklist

  • Deliverables, channels, revision rounds, and dependencies are explicit.
  • Usage rights and portfolio permissions use reviewed language.
  • Pass-through costs and milestone balances are labeled accurately.
  • The signer has documented budget and scope authority.
  • Change requests state both price and schedule effects.
  • Final acceptance names the approved deliverables.

Practical resources

Prepare, send, and retain the record.

These guides apply across agreement workflows for Agencies teams. Templates remain starting points and should be reviewed for your document, jurisdiction, and industry.

Private early access

Evaluate the Agencies signing workflow with your reviewed documents.

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