Retainer agreement template
A monthly retainer agreement template for recurring service work.
Monthly retainers need clear recurring terms, service scope, billing frequency, and signer consent. SmartSigner helps turn those terms into a repeatable sign-and-pay workflow.
Template preview
Monthly Retainer Agreement Template
Client nameVariable
Monthly amountVariable
Billing dateVariable
Service planVariable
Cancellation termsVariable
SEO retainers
Advisory services
Ongoing support packages
What this template should include
A recurring retainer should specify what repeats, when billing starts, what the client receives, and how cancellation or renewal works.
- Monthly service description
- Recurring payment amount
- Billing start date
- Renewal or cancellation terms
How SmartSigner improves the workflow
SmartSigner supports recurring agreement workflows where signature, setup fees, monthly payments, and tracking stay tied to the same client record.
- Recurring payment blocks
- Setup fee plus monthly retainer
- Required signature fields
- Payment status next to the document
Payment options
Recurring payment
Setup fee plus recurring
Sign only
Template questions
Questions before using this template.
Can this template include a setup fee and a monthly retainer?
Yes. SmartSigner supports mixed payment workflows such as an upfront setup fee plus a recurring monthly amount.
Can clients sign a recurring agreement without creating an account?
Yes. Clients can open the signing link, complete required fields, sign, and continue to payment without creating a SmartSigner account.
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