Can it manage subscriptions?

It can track the agreement record, owner, term, notice rule and related actions. It does not provision licences, invoice customers or replace subscription billing.

Can it read order forms?

Phase 1 starts with signed PDFs. Extracted terms are suggestions until a person confirms them against the source.

Does it connect to HubSpot?

No. HubSpot is conditional Phase 3 work, not offered in the preview or Phase 1 purchase.

PreviewFor software companies

Customer subscriptions and vendor tools in one register.

Software companies manage customer order forms, vendor subscriptions and tooling renewals at the same time. Agreedio keeps the signed sources, current terms, seat-count confirmations, notice rules and owners in one agreement register.

Try the sample agreement Join the preview

No sales call required. Keep your current signing and accounting tools.

Northline Studio · AgreementsFictional sample

6 agreements

Agreement	Counterparty	Term end	Latest notice	State
Design retainerAGR-0142 · Statement of work	Alder WorksCustomer	30 Sep 2027	2 Jul 2027	confirmed
Cloud hostingAGR-0139 · Subscription	Fernhill CloudVendor	31 May 2027	1 May 2027	confirmed
Payroll serviceAGR-0137 · Service agreement	Larkspur PayrollVendor	30 Jun 2027	31 May 2027	needs review
Brand programmeAGR-0131 · Master services agreement	Harbor & Pine FoodsCustomer	31 Dec 2027	no rule set	missing source
Contractor agreementAGR-0128 · Contractor agreement	Ines BaróVendor	31 Mar 2027	no rule set	manual
Accounting softwareAGR-0124 · Subscription	Bramble BooksVendor	15 Nov 2027	16 Oct 2027	confirmed

Interactive preview · fictional sampleThe sample register mixes a customer SOW with vendor subscriptions and shows review state on each row.

The day this changes

Before

Customer order forms live with sales, vendor tooling renewals live with finance, and seat counts are confirmed in email threads.

A customer renewal depends on the latest amendment, while a vendor subscription needs a seat-count confirmation before the notice window closes.

The CRM knows the deal, accounting knows invoices, and the shared drive has the signed documents. The current agreement terms are still hard to answer.

After

Customer subscriptions and vendor tooling sit in one register, each with relationship, type, owner, term end, latest notice and source state.

Order forms and amendments are linked to the agreement record, so current fees, scope and notice rules do not depend on the latest upload name.

Seat-count confirmations become internal actions with due dates and owners. They support a renewal decision; they do not run licensing, CRM or billing.

Import and check order forms.

Upload signed customer order forms, SOWs and vendor subscription agreements. Confirm the fields that matter for administration, including fee, term, notice rule and whether a seat count needs review.

Import and checking

SOW-S1 — Alder Works · Review extracted termsFictional sample

Notice dates with product and finance owners.

A customer renewal and a vendor tooling renewal can use the same owner model: one confirmed rule, one latest-notice date and an internal reminder before the decision is due.

Dates and owners

Design retainer — Alder Works · Dates and ownerFictional sample

Term: 1 Oct 2026 → 30 Sep 2027

Latest notice2 Jul 2027

Term end30 Sep 2027

Rule R2: notice at least 90 calendar days before term end. Amendment A1 § 3

30 Sep 2027 − 90 calendar days = 2 Jul 2027. Calendar days, no weekend or holiday adjustment.

Confirmed on 18 Mar 2027 by Maya Okafor. Reminders for the superseded R1 rule were cancelled; already-sent reminders stay in history.

Internal reminders

before latest notice

−60d3 May 2027
−30d2 Jun 2027
−14d18 Jun 2027
−7d25 Jun 2027
−1d1 Jul 2027

Using your selected rule, the latest-notice date is 2 Jul 2027. Confirm receipt/send requirements and any business-day rules. An internal reminder is not a notice to the counterparty.

The timeline keeps the confirmed latest-notice date separate from the term end.

Amendments and seat actions stay together.

An amended order form or changed vendor term is reviewed before it governs. Seat-count confirmations appear in the action queue with owners and due dates, not as loose email requests.

Actions and reminders

Northline Studio · ActionsFictional sample

We could not confirm delivery. Review the action and update the recipient or delivery settings. Delivery not confirmed. Recipient mailbox rejected the message; reassign or update the address.

Reminder text: “An agreement you own needs a renewal decision. Review the confirmed terms and next action in Agreedio. This is an internal reminder, not a notice to the counterparty.”

The action queue includes a vendor seat-count confirmation before renewal.

Honest fit.

For software teams managing ordinary customer subscriptions, order forms, SOWs and vendor-tool renewals. It is an agreement register, not billing, procurement, CRM, licence management or SaaS spend software.

Not part of this product:

SaaS billing, invoicing or payment collection
CRM replacement or HubSpot sync
Procurement, sourcing or spend reconciliation
Licence provisioning or product-usage analytics
Native e-signature or order-form generation
Legal advice or enforceability opinions

See pricing and limits

Objections

What you will say before you try it.

Our CRM has renewal dates.: Keep CRM dates for sales work. Agreedio is for the signed source, confirmed notice rule, amendment history and owner accountable for the agreement action.
We need seat counts before renewal.: Treat that as an internal action. The register can show who must confirm the count and by when, without becoming licence-management software.
We already have billing software.: Keep it. Agreedio records what the agreement says and when to act. It does not invoice, collect payments or recognise revenue.

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.