Marketing agency agreements

Marketing agency agreements that come back signed and paid.

SmartSigner helps marketing agencies send launch packages, retainers, website care plans, SEO engagements, change orders, and project deposits through one guided sign-and-pay workflow.

SmartSigner workflow

Agreement → Sign → Pay

Focused
Reusable templates for repeat agency services
Deposits, setup fees, and monthly retainers
Client signing without account creation
Contacts, documents, and payments tracked together

Why this matters

The handoff between agreement and payment is where service work stalls.

Agency kickoff depends on payment

A signed SOW does not help if the kickoff deposit or retainer payment is still missing.

Scope changes need fast approval

Change orders and add-ons should be easy to approve, sign, and pay without starting from scratch.

Templates need to stay consistent

Agency teams need reusable agreements without accidentally editing the master copy.

How SmartSigner handles it

A focused flow clients can finish without extra accounts or confusion.

SmartSigner keeps reusable templates, signer fields, payment terms, audit details, and client tracking in one workspace so every sent agreement has a clear next step.

1

Pick the agency template

Use launch, retainer, care plan, SOW, deposit, or change-order templates.

2

Fill client and project details

Use variables for client name, company, service package, due date, and amount.

3

Send for signature and payment

Clients complete required fields, sign, and pay or authorize payment when required.

4

Track the account

Keep the agreement, client, payment, and completion record in one place.

Deposits and retainers

Collect one-time deposits, recurring retainers, or both in the same document.

Template controls

Use master templates and duplicate them when a team member needs a custom version.

Client-friendly flow

A simple guided signing page helps clients finish without asking where to pay next.

Buyer questions

What teams usually ask before switching.

Can SmartSigner collect payment and signature in the same flow?

Yes. SmartSigner is designed so a client can complete required signing fields and then continue into the payment step from the same agreement flow.

Can I send a document without payment?

Yes. Payment is optional. You can send sign-only documents when you just need a signature and audit record.

Can SmartSigner handle website care plans?

Yes. SmartSigner supports recurring care-plan style agreements, including setup fees plus monthly payments.

Can agencies use SmartSigner for change orders?

Yes. Change orders can be sent as sign-only documents or with one-time payment collection.

Related workflows

See how this fits the full sign-and-pay flow.

SmartSigner is strongest when templates, signature, payments, and tracking work together instead of living in separate tools.