Agreement tracking software for sales agreements and order forms
Sales teams lose time on agreements in three places: building the order form, getting the discount approved and waiting for the signature. After the deal closes, they lose it again when a customer asks what was agreed about price increases or renewal terms. Agreementsoftware gives sales operations one place to draft customer agreements from templates, route discounts for approval, send for e-signature and track every signed agreement with its key terms, renewal date and owner.
Where deals stall on paper
- Reps copy last quarter's order form and edit it, so terms drift from what legal approved.
- Discounts get approved in a chat thread, and nobody can find the approval when finance asks.
- The agreement goes out as a PDF attachment, and the rep chases the signature by email for a week.
- The signed copy lives in one rep's inbox, not with the account.
- Customer renewals, price caps and termination rights are invisible to the customer success team that has to honor them.
Order forms and customer agreements from templates
Build your master agreement, order form and statement of work as templates with variables: customer name, plan, quantity, price, discount, term, start date and billing frequency. A rep fills in a short form and gets a first draft with the approved wording, not a copy of an old deal.
- Clause library with approved alternatives for payment terms, liability, renewal and data processing wording.
- 10 templates on Starter, unlimited templates with the clause library on Plus and above.
- When the customer sends redlines, versions are compared side by side, and every version stays in the history. More on the contract redlining software page.
Approvals
Discount approvals with a trail
On Plus, approval rules route agreements by contract type and value. A standard order form goes straight to signature. A discount above a set level goes to the sales lead. A multi-year deal above a set value goes to the CFO.
- Approver chain with comments on the agreement itself, not in a separate chat.
- Full audit trail of who approved what and when, available to finance and auditors.
- On Pro, multi-step and parallel approvals and conditional routing, for example legal and finance reviewing at the same time when both a non-standard liability clause and a large discount are present.
Why this matters at quarter end
Take a team closing forty deals in the last two weeks of a quarter. If each discount approval waits half a day for someone to notice a chat message, that is twenty working days of waiting spread across the team at the moment it matters most. Rules that route the request the moment the order form is ready remove the waiting, not the control. This is an illustration, not a measured result.
Signature
Fast e-signature built in
Send the approved agreement for signature from the same record. Set the signing order (customer signer first, your signatory second), and automatic reminders nudge whoever has not signed. The signed PDF and its audit certificate are filed back into the customer's folder automatically.
- 25 envelopes per month on Starter, 150 on Plus, 750 on Pro with bulk send for price-change letters or renewal notices.
- Electronic signatures are legally valid for most business contracts in the US under the ESIGN Act and UETA. Some document types are excluded, such as wills and certain court and family law documents. This is general information, not legal advice.
- Details are on the electronic signature software page.
Every signed agreement, with its terms and dates
Once signed, the agreement is read by AI extraction: parties, effective date, term, auto-renewal, notice period, termination, payment terms, liability cap and governing law, each with the source sentence. That turns the signed pile into a tracked register.
- Customer success sees renewal dates and notice periods for every account, with alerts to the account owner at 90, 60, 30 and 7 days.
- Obligation tracking on Plus: service credits, price review dates, onboarding milestones and anything else you promised in the contract.
- AI clause search on Plus: find every customer with a price cap on renewal, or every agreement with a termination for convenience right.
- Dashboard of contract value, owners and agreements expiring this quarter.
Salesforce and HubSpot on Pro
On Pro, Agreementsoftware connects to Salesforce and HubSpot, so the agreement is linked to the account and deal, and contract status and key dates are visible where the rep already works. Google Drive, OneDrive and Slack integrations, a REST API and webhooks are included on Pro as well, along with reporting of contract value by counterparty and department.
Pro costs $499 per month or $2,988 per year and includes 40 seats. Extra seats on any paid plan cost $15 per seat per month. See the full comparison on contract management system cost, or look at the other team use cases on contract management solutions.
What is agreement tracking software for sales?
It is a system that keeps every customer agreement, its status and its key terms in one place: drafted, in approval, out for signature, signed, and then tracked for renewal and obligations. Agreementsoftware covers each of those stages.
Can we require approval for discounts above a certain level?
Yes, on Plus and above. Approval rules route by contract type and value, and every approval is recorded in the audit trail.
Does it replace our e-signature tool?
It can. E-signature with signing order, reminders and an audit certificate is built in, and the signed document is filed with its extracted terms automatically. If you prefer to keep an existing signing tool, you can still upload signed agreements for tracking.
Which plan includes the Salesforce and HubSpot integrations?
Pro. Starter and Plus include the repository, templates, e-signature and alerts, and Plus adds approval workflows.
Close the paperwork as fast as the deal
Templates for the draft, rules for the discount, e-signature for the close and alerts for the renewal. For a legal view of the same process, read legal contract management software.