Agreeo
From agreement to payment, all in one simple workflow.
Agreeo is a simple platform that helps users regardless of their business background manage the entire client agreement process from proposal to payment. Users can create professional proposals, clearly define scope and pricing, get client approval, manage changes and extra work, and handle payments in one place. Agreeo reduces the friction, misunderstandings, and awkward payment conversations that often happen when freelance work is managed through scattered emails, documents, and payment tools. Unlike traditional contract or invoicing tools that focus on a single step, Agreeo connects the agreement, scope, and payment process into one streamlined workflow.
Features
- AI Proposal Creator — Create professional proposals from project briefs.
- Proposal-to-Contract — Generate contracts from approved proposals.
- Approval & E-Signing — Clients can review, approve, and sign online.
- Change Requests — Manage scope, pricing, timelines, and payment changes.
- Change Impact — See how changes affect cost and deadlines.
- Invoicing & Payments — Create invoices and track Stripe or bank payments.
- Refund Management — Handle full or partial refunds.
- Smart Receipts — Track paid and refunded amounts.
- AI Contract Review — Detect risks and explain contract clauses.
- Client Portal — Manage all project documents and payments in one place.
- Mobile Experience — Clients can approve agreements from their phone.
- Business Branding — Customize client-facing documents.
- 19 Languages — Available in 19 languages.
Comments
Building Agreeo started with a simple observation: too much friction happens between agreeing on a project and actually getting the work done. Proposals, contracts, changes, invoices, and payments often live in different places. We’re bringing that workflow together in one simple platform, with AI helping where it can. I’d love to hear what you think, what feels missing, and where you’d improve it.
Combining proposals, e-signatures, and payments into a single unified workflow solves a massive headache for creators and freelancers. Scope creep is usually where client projects fall apart, so having change request management built directly into the agreement flow is brilliant. Congrats on the launch!
The problem you're solving here is really tangible for service businesses - keeping contracts, scope, and payments in sync is where things fall apart. Most teams end up with email threads scattered everywhere and payment terms that don't match what was actually agreed. Consolidating that into one workflow removes a whole source of disputes and manual follow-ups. The fact that it integrates with existing tools instead of forcing another platform is smart positioning.
Agreeo Your product has strong potential, but I found a few key improvements that could make it even better. I'd love to share my feedback and suggestions—please contact me at [email protected].
Most contracting tools only focus on signatures or invoices in isolation, ignoring the full pre‑sale‑to‑payment journey. Agreeo fills this gap beautifully by linking proposals, contract generation, scope change management, and payment tracking under one roof. The ability to turn an approved proposal directly into a contract will save our agency tons of manual copy‑paste work. It would be interesting to know if you plan to add native CRM integrations down the line to sync client data. Overall this looks like a must‑have tool for service‑based small businesses.
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Comments
Building Agreeo started with a simple observation: too much friction happens between agreeing on a project and actually getting the work done. Proposals, contracts, changes, invoices, and payments often live in different places. We’re bringing that workflow together in one simple platform, with AI helping where it can. I’d love to hear what you think, what feels missing, and where you’d improve it.
Combining proposals, e-signatures, and payments into a single unified workflow solves a massive headache for creators and freelancers. Scope creep is usually where client projects fall apart, so having change request management built directly into the agreement flow is brilliant. Congrats on the launch!
The problem you're solving here is really tangible for service businesses - keeping contracts, scope, and payments in sync is where things fall apart. Most teams end up with email threads scattered everywhere and payment terms that don't match what was actually agreed. Consolidating that into one workflow removes a whole source of disputes and manual follow-ups. The fact that it integrates with existing tools instead of forcing another platform is smart positioning.
Agreeo Your product has strong potential, but I found a few key improvements that could make it even better. I'd love to share my feedback and suggestions—please contact me at [email protected].
Most contracting tools only focus on signatures or invoices in isolation, ignoring the full pre‑sale‑to‑payment journey. Agreeo fills this gap beautifully by linking proposals, contract generation, scope change management, and payment tracking under one roof. The ability to turn an approved proposal directly into a contract will save our agency tons of manual copy‑paste work. It would be interesting to know if you plan to add native CRM integrations down the line to sync client data. Overall this looks like a must‑have tool for service‑based small businesses.
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