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Close the deal. Get paid.

The signature starts billing and payment on its own, customers can pay at signing, and every deal is visible from closed-won to cash.

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The best agree on Agree
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The problem

A signed deal shouldn't wait in finance's queue.

Legacy handoff

Closed-won, then nothing for weeks.
  • cancelContracts handed off to finance by email
  • cancelInvoices that go out late or wrong
  • cancelReps chasing payment status in Slack
  • cancelUpsells waiting on a billing ticket

With Agree

One motion from signature to cash.
  • check_circleBilling starts the moment it's signed
  • check_circleCustomers pay in the signing flow
  • check_circleDeal status from contract to cash
  • check_circleAmendments billed automatically
Signed

The signature triggers the invoice.

Agree reads the terms as the contract is signed and sets up billing to match: price, term, uplift and payment terms. The first invoice goes out without anyone re-keying the deal.

  • Terms captured as data
  • First invoice sent automatically
Paid

Customers pay at the point of commitment.

Add ACH or card collection straight into the signing flow, so the first payment lands the same minute the deal closes.

  • ACH and card at signing
  • Autopay for every invoice after
Visible

Every deal, from closed-won to cash.

Billing and payment status flow back to Salesforce or HubSpot, so reps and managers know where revenue stands without asking finance.

  • Status in your CRM
  • No more chasing finance
What sales teams get

From signature to cash in one motion.

signatureSignature to invoice

Close the deal.
Billing starts itself.

The moment a contract is signed, the first invoice goes out on the agreed terms. No handoff to finance, no deal sitting in a queue.

paymentsPay at signing

Capture payment at commitment.

visibilityDeal to cash

See where every deal stands.

admin_panel_settingsApprovals

Discounts approved before they're promised.

hubCRM

Status back in Salesforce and HubSpot.

edit_documentAmendments

Upsells billed without a ticket.

signature

E-signatures

Timestamped, IP-logged and legally enforceable.

bolt

Autopay

Saved payment methods charged on the due date.

forum

Slack updates

Signed, paid and ready to close, posted where your team works.

verified_user

SOC 2 Ready

Security and data controls built to the SOC 2 standard.

Agents

Agents that pick up where the deal ends.

descriptionSigned MSAarrow_forwardsignaturearrow_forwardBilling set up
Contract Agent

Triggers billing and payment the moment the contract is signed.

Meet the Contract Agentarrow_forward
Products

From signature to settled.

signatureAgreementsContracts that become the source of truthpaymentsPaymentsACH and card, matched as cash landsreceipt_longBillingAny pricing model, from the contract
40%

Lower DSO

After automating billing and collections

“We can finally streamline all of our contracts and invoices in the same workflow.”
CEO/Founder, Beehiiv

Questions finance teams ask

Do we have to rebuild our contract templates?add

No. Import an existing agreement as a template and send it from Agree. Its terms become the source for billing.

Can customers really pay while they sign?add

Yes. ACH or card collection can sit right in the signing flow, and the saved method is used for every invoice after.

Will reps see billing status in the CRM?add

Yes. Billing and payment status sync back to Salesforce and HubSpot on the deal.

What about discounts and custom terms?add

Non-standard terms route for approval before they're promised, then flow into billing exactly as signed.

Where revenue begins

Close on Agree.

See your own deals go from signed to paid in one motion.

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