Retainer agreement guide
Many service offers have two payment moments: an upfront setup fee and an ongoing monthly retainer. The agreement should make both clear before the client signs.
The payment section should identify the one-time setup amount, recurring amount, billing frequency, start date, and what happens if payment fails or service is paused.
When setup and recurring payment terms are split across separate invoices or links, clients can misunderstand what they accepted. One signed document gives the business and client a clearer record.
SmartSigner is built for mixed payment workflows where the client signs once and accepts the setup fee, recurring payment, and agreement terms in one guided experience.
SmartSigner next step
Build a reusable template, assign signer fields, set payment terms when needed, and send a client-friendly signing link.
Start freeCommon questions
Yes. SmartSigner supports workflows for a one-time setup fee plus a recurring monthly payment in the same signed agreement.
Yes. You can save reusable retainer templates and fill client-specific variables each time you send.
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