Create and send agreements for signature
Keep quotes, invoices, and client agreements connected in one workflow, so your business documents stay organized from approval to payment.
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Why agreements matter in service businesses
Plenty of service work in South Africa still runs on a handshake, and most of the time it works, until it doesn't. Payment terms that were "understood" differently by each side. A scope that grew without anyone agreeing to the extra cost. A cancellation with no notice period, because no notice period was ever written down.
A written, signed agreement doesn't make disputes impossible; it makes expectations explicit before the work starts. For consultants, agencies, and contractors taking on larger or longer engagements, that clarity is worth far more than the few minutes it takes to send the document.
The practical barrier has always been friction: drafting the document, emailing it, waiting for the client to print, sign, scan, and send it back. That is the part MyEasy Invoice removes.
Create and send agreements for signature
Create the agreement in MyEasy Invoice with your own content (your scope of work, payment terms, and conditions) and send it to your client by email. They open a secure link and sign online from any device: no printer, no scanner, no app to install.
Agreements support multiple signers where you need more than one person to sign, and you can see the status of each agreement (sent, signed, or still waiting) from your workspace.
Agreement availability and monthly limits depend on your plan; see the pricing section for details.
Keep agreements connected to your customer workflow
An agreement in a filing cabinet, or a "Signed docs" folder on someone's laptop, is disconnected from the work it governs. In MyEasy Invoice, the signed agreement lives on the customer's record, next to the quotes, invoices, and payments for the same engagement.
When a question comes up mid-project ("what did we agree about revisions?"), the answer is where you already work, attached to the client it belongs to.
Use agreements with quotes and invoices
Agreements slot naturally into the quote-to-payment workflow: send a quote your client can accept online, follow it with an agreement for signature where the engagement warrants one, then convert the quote into an invoice and track payment in Rand.
This combination suits professional engagements especially well. See how South African consultants use quotes, agreements, and invoices together.
What this feature does and does not replace
It replaces the paperwork shuffle: drafting in Word, attaching to email, chasing the client to print and scan, and filing the result somewhere findable. Creating, sending, signing, and storing all happen in one place.
It does not replace legal judgment. MyEasy Invoice handles the mechanics of getting a document signed; the substance of the agreement, what your terms say and how they protect you, is yours, ideally with professional input.
Please note: MyEasy Invoice helps you create and send agreements for signature, but it does not replace legal advice. Speak to a qualified legal professional if you need advice about contract terms or enforceability.
FAQ
Agreement signing questions
How does my client sign an agreement?
Your client receives a secure link by email and signs the agreement online from any device. No printing, scanning, or app required.
Is agreement signing included in every plan?
Agreements are available on plans that include them, and monthly agreement limits depend on your plan. Check the pricing section for current plan details.
Can more than one person sign an agreement?
Yes, agreements support multiple signers where needed. The number of signers per agreement depends on your plan.
Where does the signed agreement live?
On the customer's record, alongside their quotes, invoices, and payments, so the terms of an engagement stay next to the billing it produced.
Does MyEasy Invoice write the agreement for me?
No. You provide the content of your agreement: your scope, terms, and conditions. MyEasy Invoice handles creating the document, sending it, collecting the signature, and storing the result.
Does a signed agreement guarantee I will be paid?
No software can guarantee that. What it gives you is a clear, signed record of what was agreed, which makes expectations explicit and disputes easier to resolve.
Do I still need a lawyer?
For the content of your agreements, that is wise. MyEasy Invoice does not provide legal advice. A qualified legal professional should review your standard terms, especially for larger engagements.
How do I try it?
Start a 14-day free trial, choose a plan that includes agreements, and send your first agreement for signature. No credit card is required to start the trial.
Get the paperwork signed before the work starts
Start your 14-day free trial and send your first agreement for signature. No printer or scanner required on either side.