Agreements

Agreements are the contracts behind your invoices — sponsorship deals, NDAs, master service agreements, statements of work. You keep the wording in templates, draft each agreement from one, and the moment it is sent the document is frozen exactly as it reads, so what a counterparty signed can never quietly change.

Templates

Templates live under Settings → Agreements. A template holds the wording in Markdown, with {{variable}} blanks — your organisation's details, the client's, the contact's, the dates, the money — that fill in automatically when an agreement is drafted from it. A half-finished template is fine to save; blanks only matter when an agreement is sent.

Templates are not counted against any plan limit, and they can be archived when retired (and restored later) — agreements already drafted keep their own copy of the text either way.

Starter templates

PulseBooks ships three starters you can fork: a Mutual Non-Disclosure Agreement, a Sponsorship Agreement (Video Integration), and a Statement of Work. Forking copies the wording into a template your organisation owns and can edit freely. Starters are offered on the Settings → Agreements page, and in the new-agreement wizard while you have no templates of your own yet. They are a drafting aid, not legal advice — have your own advisor review anything you sign.

The approval step

A template written or edited by a connected AI assistant lands as Needs review, and no agreement can be drafted from it until a person opens its Review page and approves it. The review shows the wording (and, for an edit, what changed) so the approval is a real read, not a click-through. You can also send an approved template back for review at any time. Templates you write yourself do not need approval — editing your own wording is the review. See Connect your AI assistant.

Creating an agreement

Go to Agreements → New agreement. The form is a four-step wizard:

1. Template — pick a template (or write the wording directly), choose the kind — sponsorship, NDA, MSA, statement of work, or other — and give it a title.
2. Client & parties — the client, optionally a specific contact, and the signatories: the named person signing for each side.
3. Terms & schedule — dates, payment terms, renewal, exclusivity, governing law, currency, and the line items: the priced schedule of what is being bought.
4. Review — a preview of the assembled document and a checklist of anything still missing.

Saving creates a draft with an automatic number (AGR-0001, AGR-0002, …). Drafts are fully editable, and are the only agreements that can be deleted.

Sponsorship agreements and statements of work must carry at least one priced line before they can be sent — those documents exist to price the work. NDAs, MSAs and "other" agreements do not need one.

Sending — the freeze

Send on the agreement page is the point of no return. It takes a copy of the wording, both parties' details, the key terms and every figure, and locks them to the document: editing your template, your company details or the client's record afterwards will not change it.

Before freezing, PulseBooks refuses to send an agreement with any unresolved blank — a {{variable}} with no value — or without a named signatory for both parties. Fix the gap and send again; a refused send changes nothing.

Two things to know:

• No email is sent from PulseBooks. Sending freezes the document and records the date; you deliver the PDF to the counterparty yourself.
• There is no way back to draft. If a sent agreement has to change, cancel it and use Duplicate as a new draft to reissue — both documents stay on the record, which is correct, because both were put in front of a person.

After sending

From Sent, record what happened: Mark as signed or Mark as declined. A signed agreement can later be marked expired or terminated early (with a reason), and a sent or signed agreement can be cancelled. Each step is stamped with its date on the agreement's timeline. None of these touch the frozen document — they are facts about it, not edits to it.

The PDF

Download PDF produces a typeset contract: the parties, the body with its clauses, the priced schedule with totals, and ruled signature blocks for both signatories. A draft's PDF is a preview built from live records; a sent agreement's PDF is rendered from the frozen copy, so it always matches what was sent.

Invoicing an agreement

A signed agreement can be billed through a connected assistant, which raises a draft invoice from the agreement's own priced schedule — every line, price and tax treatment copied from the contract — and links the two. An agreement can be billed more than once (milestones, retainers), the agreement itself is unchanged by billing, and issuing and sending the invoice remains yours to do in PulseBooks.

Plan limits

On the Free plan you can draft 2 agreements per calendar month; Pro and Business have no limit. Templates are never counted. See Plans & billing.