Agreement creation and signing
Create and sign agreements with built-in e-signatures, templates, and variable fields so teams can reuse contract language without re-entering basic details.
Overview
Agree is a contract-to-cash platform for creating agreements, billing customers, and collecting payment in one workflow. The product combines e-signatures, automated invoicing, embedded payments, and reconciliation tools so revenue steps happen from the signed agreement onward.
The site positions Agree for teams that want to reduce manual handoffs between sales, finance, and operations. Starter is a free entry plan for smaller teams, Growth adds the full billing and payment automation set, and Enterprise adds custom workflows, integrations, and support for more complex revenue operations.
Core capabilities
Contract-to-billing automation
Turn signed agreements into billing schedules automatically, including recurring invoices and usage-based invoicing when the billing model requires it.
Integrated payment collection
Collect payments from agreements or invoices with embedded card, ACH, and wire options, plus automated reminders and retry handling for failed charges.
Accounting sync and reconciliation
Keep revenue records current with invoice syncs to QuickBooks, including line items, tax, and attached PDFs, so finance teams do less manual reconciliation.
Workflow collaboration
Support team handoffs with collaboration features such as comments, approvals, version history, roles, permissions, and real-time audit trails.
Integration surface
Extend the platform with standard integrations on Growth and custom integrations plus API access on Enterprise.
Volume-based plan structure
Manage plan fit by volume, with Starter for up to $1M annual volume, Growth up to $10M, and Enterprise up to $100M.
Common use cases
Contract-to-cash handoff automation
Use Agree when a signed contract should automatically become a billing schedule, invoice, and payment workflow without manual re-entry by finance.
Recurring billing operations
Set up recurring or custom invoice schedules for subscription-style or time-based billing without tracking dates in spreadsheets.
Embedded payment collection
Collect payment from the agreement or invoice itself so customers can pay by card or ACH without being sent to a separate portal.
Usage-based invoicing
Keep usage-based billing aligned to consumption data when your invoicing model depends on metered totals rather than fixed amounts.
Cross-team agreement review
Coordinate sales, legal, finance, and customers in a single agreement workspace with comments, approvals, and version history.
Pros and Cons
Pros
- Covers agreements, billing, and payments in one workflow.
- Offers a free Starter plan with unlimited e-signatures.
- Automates recurring, usage-based, and scheduled invoicing.
- Supports embedded payments and automatic reconciliation.
- Includes collaboration, audit trail, and version history features for cross-team work.
Cons
- The source material does not provide a full named integration list, so buyers cannot confirm exact connected systems from the pages reviewed.
- Advanced workflow, security, and support options are concentrated in the Enterprise plan, which may matter for larger or regulated teams.
FAQ
Can I cancel my plan at any time?
Yes. The pricing page says you can cancel or downgrade at any time from your account settings, with access continuing until the end of the current billing period.
Do I need a credit card to start?
No. The Starter plan is free and does not require a credit card. Payment details are only needed when you upgrade to a paid plan.
Can I upgrade or downgrade later?
Yes. You can switch between plans whenever you need to. Upgrades take effect immediately, and downgrades apply at the start of your next billing cycle.
What payment methods are accepted?
The pricing page says Agree accepts major credit cards, ACH transfers, and wire transfers. Enterprise customers can also pay by invoice with net-30 terms.
Is there a free trial for the Growth plan?
Agree does not offer a traditional trial for the Growth plan. Instead, the free Starter plan lets you use the core platform before upgrading.
Quick Facts
- Category
- Contract-to-cash platform
- Website
- agree.com
- Pricing model
- Free Starter plan; paid Growth plan; custom Enterprise plan
- Primary workflow
- Agreements, billing, payments, and reconciliation in one system
- Primary users
- Individuals, small teams, scaling teams, and enterprise revenue teams
- Integration surface
- Standard integrations, custom integrations, API access, and webhooks
Agree 대안
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