Agreedio

ConditionalConditional · Phase 3

Proposal and SOW drafting would ship only if retained customers prove the need.

This conditional Phase 3 module would draft proposals and SOWs from approved services, rates and user-supplied brief details. It would refuse unsupported claims, such as guaranteed 30% sales growth. Signed terms would link back to the agreement record after import and review.

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No sales call required

Proposal · Alder Works design retainerConditionalFictional sample

Proposal-V1 · from approved inputs

Monthly fee
USD 6,000
Initial term
12 months
Scheduled fees
USD 72,000 (6,000 × 12)
Exclusions
Advertising spend, additional development

Refused: “guaranteed 30% sales growth” — not in the approved inputs.

Phase 3, only if retained customers need it. Drafts use approved inputs; unsupported claims are refused. The signed terms then link to the agreement record.

Interactive preview · fictional sampleA conditional proposal draft from approved inputs, with unresolved placeholders and deterministic totals.

Why this is labelled the way it is

This ships only if retained paying customers repeatedly need proposal/SOW drafting, at least five share the same job and workaround, and paid attach, support and processing economics hold.

01Conditional

Drafts would start from approved inputs.

If this ships, the assistant would use approved service definitions, rates, assumptions and exclusions. Missing delivery limits or client review details would become questions, not invented terms.

Proposal · Alder Works design retainerConditionalFictional sample

Proposal-V1 · from approved inputs

Monthly fee
USD 6,000
Initial term
12 months
Scheduled fees
USD 72,000 (6,000 × 12)
Exclusions
Advertising spend, additional development

Refused: “guaranteed 30% sales growth” — not in the approved inputs.

Phase 3, only if retained customers need it. Drafts use approved inputs; unsupported claims are refused. The signed terms then link to the agreement record.

The conditional draft shows approved monthly design support inputs and missing details.

02Conditional

Unsupported claims would be refused.

The module would not write claims that lack support. In the sample, a request for guaranteed 30% sales growth must be rejected rather than softened into marketing copy.

Get started · Northline StudioFictional sample

One agreement, end to end

3/6

No agent, model, CRM or connector setup is needed to finish this list.

The review checklist blocks unsupported claims before export.

03Conditional

Commercial totals would be deterministic.

Quantities, discounts, currency precision and totals would be calculated by code. The sample total of USD 72,000 comes from 12 months at USD 6,000, not from model arithmetic.

Choose a plan · 14-day trial firstFictional sample

Workspace

$49/month

  • 3 internal users
  • 50 active agreements
  • Bounded AI extraction, shown as a monthly allowance

Team

$99/month

  • 10 internal users
  • 250 active agreements
  • Larger AI allowance, same rules
Most teams

New AI work is paused at your plan limit. Confirmed reminders continue until your service end date. Proposals, signature sends and HubSpot are not part of either plan.

Calculated totals would be shown separately from legal or accounting conclusions.

04Conditional

Signed documents would return to the record.

After external signing, the executed SOW would be imported and compared with the approved draft. Candidate differences would need review before they became confirmed agreement terms.

SOW-S1 — Alder Works · Review extracted termsFictional sample

Suggested from the document

0/6 confirmed
SOW-S1 § Term, p. 2
This Statement of Work commences on 1 October 2026.

Suggested from the document. Review before using this for monitoring.

SOW-S1 would return through import review before monitoring starts.

How it works

How this would work, if it ships.

Conditional on retained customers needing it. The steps below describe the intended behaviour, not an available feature.
  1. 01

    Collect the brief and approved inputs

    The conditional flow would ask for missing information instead of inventing scope.

  2. 02

    Review the constrained draft

    Users would edit placeholders, claims, scope, exclusions, dependencies and fees before export.

  3. 03

    Export for the chosen signing process

    Until native signing exists, users would sign with their existing tool.

  4. 04

    Import the executed copy

    The signed document would be compared and linked back to the agreement record.

What it does not do.

  • It is conditional Phase 3 work, not available in Phase 1 or planned Phase 2.
  • It would not be a legal template library or legal advice service.
  • It would not create unsupported outcome claims, testimonials or guaranteed growth statements.
  • It would not include payments, CPQ, invoicing or accounting workflow.
  • It would not send native signature requests unless the separate e-signature module also ships.

Related.

Common questions.

Start with one agreement.

Open the fictional sample and walk it from import to a renewal decision. When the paid beta opens, upload one agreement you are authorised to share.

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