Service agreements

A simple and paper-free way to sign legal documents and abide by industry-specific rules and regulations.

No credit card or commitment required.

How it works

Eliminate paperwork

Store all legal documents and consent forms safely and access them quickly via the ExpertBox CRM.
Make it user-friendly

Let your clients review your service agreement before a meeting and make signing clear and understandable with a simple opt-in checkbox.
Save time

Spend less time and effort by simply customizing the text of your service agreement according to industry specifics.

Create a service agreement

Create your own service agreement to meet industry requirements and fit your specific needs and services.
Assign agreements to specific services

Decide which of your services require agreements and let your clients fill them out when making a booking.
Send agreements to clients at will

Manually adjust the sharing of service agreements you want your clients to sign and get notified when it’s done.
Manage your agreement templates

View all created agreements in your workspace and easily edit and customize them.

Create a service agreement

Create your own service agreement to meet industry requirements and fit your specific needs and services.

Assign agreements to specific services

Decide which of your services require agreements and let your clients fill them out when making a booking.

Send agreements to clients at will

Manually adjust the sharing of service agreements you want your clients to sign and get notified when it’s done.

Manage your agreement templates

View all created agreements in your workspace and easily edit and customize them.

Store all service agreements in your CRM

All signed documents will automatically be added to client profiles in the ExpertBox CRM.

Get notified when clients sign agreements

Stay informed about clients’ submissions by email and in-app notifications.

Store all service agreements in your CRM

All signed documents will automatically be added to client profiles in the ExpertBox CRM.
Get notified when clients sign agreements

Stay informed about clients’ submissions by email and in-app notifications.