User Guide

Welcome to Agreements.ai

Your complete guide to creating, analyzing, signing, and managing contracts — all in one platform.

Getting Started

Creating Your Account

Sign up

Visit agreements.ai/register and create your account with email or Google sign-in. No credit card required — you get a free tier to start.

Verify your email

Check your inbox for a verification email and click the link to activate your account.

Complete your profile

Add your name, company, and optionally upload a logo for branded signing experiences.

Navigating the Dashboard

Your dashboard is the central hub for all your contract activities. Here's what you'll find:

Documents — All your agreements, drafts, and signed contracts
Templates — Reusable contract templates for common agreements
Negotiations — Active negotiation sessions with counterparties
Bundles — Groups of related documents
CRM — Your contacts and contract relationships
Settings — Team management, branding, API keys, and billing

Creating Documents

From Scratch

Click "New Document"

From the dashboard, click the New Document button in the top right corner.

Choose "Blank Document"

Select the blank document option to start with a clean editor.

Write your content

Use the rich text editor to draft your agreement. You can format text, add headings, insert lists, and structure your contract as needed.

Save

Your document auto-saves, but you can also manually save at any time. Give it a descriptive title.

Upload an Existing Document

Click "New Document" → "Upload"

Choose the upload option from the new document menu.

Select your file

Upload a PDF, DOCX, or DOC file. The platform will extract the text and convert it to an editable format.

💡

PDF tip

For best results with PDFs, use text-based PDFs rather than scanned images. The AI can still process scanned documents, but text-based files give better formatting.

From a Template

Browse templates

Go to Templates in the sidebar, or click New Document → From Template.

Pick a template

Browse by category (NDA, Employment, Services, etc.) or search for what you need.

Fill in the details

The template will prompt you to fill in variables like party names, dates, and specific terms.

Review and customize

The generated document is fully editable — adjust any clause or term to fit your needs.

AI Features

Agreements.ai uses AI throughout the platform to help you understand, improve, and create contracts faster.

📊 Contract Analysis

Click Analyze on any document to get an instant AI-powered review. You'll see:

Risk assessment with severity ratings
Key clause identification (termination, liability, IP, etc.)
Plain-language summary of obligations for each party
Missing clause recommendations

💬 Document Chat

Open the chat panel on any document and ask questions in natural language:

"What are my termination rights?"
"Summarize the payment terms"
"Are there any non-compete clauses?"
"What happens if either party breaches?"

✏️ AI Rewrite

Select any text in your document and click AI Rewrite. You can ask the AI to make the language more formal, simplify complex terms, strengthen a clause, or adjust the tone. The original text is preserved until you accept the changes.

📝 Clause Insertion

Need to add a standard clause? Use Insert Clause to browse the clause library or ask the AI to generate one. Common options include confidentiality, indemnification, force majeure, and dispute resolution clauses.

Sending for Signing

Open the signing panel

From your document, click the Send for Signing button. This opens the signing configuration panel.

Add signers

Enter the name and email address for each person who needs to sign. You can add multiple signers and set the signing order if needed.

Place signing fields

Drag and drop signature, initial, date, and text fields onto the document. You can also click Auto-detect Fields to let the AI place them automatically.

Add a message (optional)

Write a custom message that signers will see in their signing email.

Send

Click Send. Each signer receives an email with a secure link to review and sign the document.

ℹ️

Tracking

Once sent, you can track the signing status in real time on the document page. You'll see who has viewed, signed, or is still pending.

Managing Signatures

Send Reminders

If a signer hasn't completed their signature, click Remind on the document page. This sends a gentle email reminder with the signing link.

Void a Signing Request

Need to cancel? Click Void on the document page. This invalidates all existing signing links. You can optionally provide a reason that signers will see.

Correct Signer Details

Entered the wrong email? Click Correct next to the signer's name to update their email or name. A new signing link will be sent to the corrected address.

Download Signed PDF

Once all parties have signed, click Download PDF to get the final signed document with a certificate of completion, timestamps, and audit trail.

Templates

Browse Templates

Go to Templates in the sidebar to browse our library of professionally drafted contract templates. Filter by category (NDA, Employment, Services, Real Estate, etc.) or search by keyword.

Use a Template

Click on any template to preview it, then click Use Template. Fill in the variables (party names, dates, amounts) and the platform generates a ready-to-edit document.

Create Signing Templates

Turn any document into a reusable signing template with pre-placed signature fields and roles:

Open a document

Navigate to the document you want to use as a template.

Click "Save as Signing Template"

This option is in the document menu (⋮).

Define roles and fields

Assign each signing field to a role (e.g., "Sender", "Recipient") rather than specific people.

Save

Your template is now available for quick reuse — just assign real people to the roles when sending.

Negotiations

Negotiate contracts collaboratively with counterparties in real time. Propose changes, counter-offer, and chat — all within the platform.

How Negotiations Work

Create a negotiation

From any document, click Negotiate. This creates a negotiation session with the document as the starting point.

Invite parties

Add counterparties by email. They'll receive an invitation to join the negotiation.

Propose changes

Each section of the contract becomes a "block" that either party can propose changes to. Highlight text and click Propose Change.

Accept, reject, or counter

The other party can accept the proposed change, reject it, or make a counter-proposal. All changes are tracked.

Chat in context

Use the built-in chat to discuss terms alongside the document. Messages stay linked to specific sections.

Generate final contract

Once all blocks are agreed, click Generate Contract to produce the final document ready for signing.

Team Settings

Team Members

Go to Settings → Team to invite team members, assign roles (Admin, Member, Viewer), and manage access. Team members share the same document library and templates.

Branding

Under Settings → Branding, upload your company logo and set brand colors. These appear on signing pages, emails, and PDF certificates — giving your documents a professional, branded look.

Signing Configuration

Configure default signing options like reminder schedules, expiration periods, and redirect URLs under Settings → Signing.

Bundles

Bundles let you group related documents together for easier management and batch operations.

Create a bundle

Go to Bundles in the sidebar and click New Bundle. Give it a name (e.g., "Q1 Vendor Agreements").

Add documents

Add existing documents to the bundle, or create new ones directly within it.

Batch operations

Send all documents in a bundle for signing at once, download them as a ZIP, or track their collective status.

CRM

The built-in CRM helps you manage your contacts and their contract relationships.

Contacts

Go to CRM in the sidebar to manage your contacts. Each contact shows their name, email, company, and all contracts they're associated with. Add contacts manually or let them auto-populate from signing activity.

Groups

Organize contacts into groups (e.g., "Vendors", "Clients", "Partners") for easier filtering and batch actions like sending the same contract to an entire group.

Contract Linking

Every contract is linked to its signers in the CRM. Click on any contact to see their complete contract history — signed, pending, and draft documents.

Need more help?

Can't find what you're looking for? Reach out to our support team.

Contact Support Developer Docs →