Use your approved agreement wording and review the resulting document before asking anyone to sign.
1. Choose Agreement
In Proposals → Create with AI, choose Agreement under Customer and Document → Document Type.
2. Supply approved facts and terms
Enter the parties, scope, dates, price, payment terms, and approved clauses. Choose a design that already contains your approved terms.
3. Preserve terms deliberately
When available for the selected design, use Keep this design’s terms pages word for word. Read those pages yourself after creation.
4. Check the agreement
Create the draft and open it. Review every clause and commercial fact. Check that each signer is assigned to the correct signature, initials, and required fields.
5. Preview before sharing
Preview the recipient copy and complete any required internal review. AI drafting does not establish that the agreement is legally suitable.