Platform overview
One platform for the whole agreement lifecycle.
Agreedio connects source-backed records, team actions and commercial agreement work in one live platform for finance, operations and administration teams.
- Core workspace01
- Import signed agreements, confirm source-backed records, keep owners current and run internal reminders.
- Scale02
- Move portfolios into shape with batch import, renewal briefs, portfolio answers, calendar export and document connectors.
- Commercial03
- Prepare proposals, SOWs and change orders, send for signature, and keep HubSpot in sync with agreement status.
Core workspace
Core workspace
The source-backed workspace for active agreements: import, review, owners, amendments, reminders, purchase and export.
- Signed PDFs enter review with each extracted term beside its source clause.Import and checking
- Agreements, counterparties, owners, dates and review states stay in one working view.Agreement register
- Amendments are reviewed as diffs, with governing sources chosen explicitly.Amendments and versions
- Fixed dates and calendar-day rules show their arithmetic and require named owners.Dates and owners
- Internal actions run with owners, due dates, delivery state and reassignment.Actions and reminders
- Plans, limits, service-end behaviour and full export stay visible.Purchase, export and exit
Who uses this
Used by teams that need a dependable register before renewal, amendment and notice work drifts apart.
Scale
Scale
Portfolio work for teams with many agreements: migration, briefings, cited answers, calendar snapshots and document-source connectors.
- Folders and spreadsheets import into a review queue with mapping and duplicate checks.Batch migration
- One-page internal briefs gather confirmed terms, amendments, actions and unknowns.Renewal briefs
- Ask across authorised records; answers cite source clauses and show unknown coverage.Portfolio answers
- Confirmed dates export as .ics snapshots for Outlook and Google Calendar.Calendar export
- Google Drive, SharePoint, OneDrive and Dropbox files are selected for review.Document connector
Who uses this
Used by teams that maintain a portfolio and need repeatable review without losing source provenance.
Commercial
Commercial
Agreement creation and commercial follow-through: approved drafts, change orders, signature sending and CRM context.
- Drafts start from approved inputs, refuse unsupported claims and link back after signature.Proposals and SOWs
- Scope changes are prepared against current terms and return as amendment candidates.Change orders
- Native sends use an established provider with explicit approval and reconciliation.E-signature
- Companies and deals link to agreements with opt-in two-way status sync.HubSpot
Who uses this
Used by teams that want the commercial workflow connected without turning Agreedio into CRM, CPQ or accounting software.
Permanent non-goals
Things Agreedio does not become.
The platform stays focused by leaving adjacent systems and professional judgement where they belong.
- Legal advice, enforceability opinions or autonomous legal acceptance
- Counterparty cancellation notices sent without a human
- Invoicing, accounting, revenue recognition or payment collection
- Grant accounting, funder reporting or donor CRM
- Procurement, sourcing, vendor onboarding or spend management
- Wholesale CRM replacement or enterprise CPQ
- Self-built e-signature trust infrastructure
- Universal legal-risk scores
Start with the platform.
Use the 7-day trial to import real authorised agreements, or explore the fictional sample first.