OVERVIEW
We built a simple tool that allows anyone to create and send online contracts and accept digital payments. This fully responsive web app is a subscription based product that helps people save time, look professional, and deliver a great experience to their clients.
PROCESS
We start with our quarterly NPS, customer feedback and discussion with our customer support team. We consider our opportunities as well as our goals, and then start the conversation to create our monthly road map.
THE DASHBOARD
The main part of the app is the dashboard. This is where customers can view their contracts, templates, and financial information.
THE CONTRACT BUILDER
We built a step by step contract builder that saves people time and looks professional. We pre populate their contract with attorney approved legal clauses, and offer digital payments and automatic reminders when the contract status is updated.
THE SIGNING EXPERIENCE
One of the biggest reasons people love Agree is because it makes it so easy for their clients to sign their contracts. Clients can view, sign and pay for contracts in just a few simple steps on any device. I was responsible for designing the ‘Signer Flow’ to make it fast and easy for clients.