Peak Sign / For agencies
The client wants to start tomorrow.The retainer isn't approved yet.
In agencies, work often starts before the contract. Peak Sign helps you prepare the retainer from a template, have protected clauses approved internally and only then send it. You compare a follow-up project with the last version.
One answer changes the follow-up
Pick a sample rating.
Local draft · no product activationTest the sample rule · nothing is sent.
02 / The missing approval
Which clause needs internal approval before the retainer goes out?
New version, differences from the last one visible word by word.
Example · no real contracts · not the product interface
Check the rule yourself
Change the rating. See the difference.
Pick a rating. At 0 to 6 the question about approval appears, at 7 to 10 it doesn't. Nothing is approved or sent.
Local rule demo · Please use neutral sample details only.
Pick a rating to see the next step.
The answer sets the direction.
- Rating
- —
- フォローアップ
- Waiting for a rating
No example picked yet.
The rule behind the example
Approve first, then send.
In the example a rating of 0 to 6 triggers the question about the missing approval. From 7 the retainer is ready to send.
- 01Rate
How ready for approval is the retainer?
TemplateService agreement as the basis for the monthly retainer.
You rate how clear the scope and internal approval are. The next step depends on it.
Input → rating from 0 to 10 - 02Approve
At 0 to 6, settle it internally first.
0–6フォローアップ7–10FinishThe sample rule asks which clause needs approval. In Peak Sign protected clauses go to an owner or admin before sending.
Condition → 0–6: settle approval - 03Send
The client signs the approved version.
Follow-up projectNew version, differences from the last one visible word by word.
In the trial run, rating and question stand together. It is a local preview, not a real approval.
Sample artifact → retainer note
From the example to a real retainer
Prepare your next retainer.
Start with the service agreement template or upload your existing retainer. Peak Sign shows what is missing before sending, collects the internal approval and compares later versions with the previous one.
Start with Peak SignPeak Sign / Your next step
Signed first, then worked.
Test both paths in the example. Then prepare your next retainer in Peak Sign.
View the agency contract
Approved, signed, started.
New version, differences from the last one visible word by word.
Frequently asked questions
Can I use my own templates?
Partly. Own templates are only possible to a limited extent today.
Does my agency logo appear on the signing page?
Not yet. Today the sender name appears, without a logo or own colours.
Can clients request changes?
Yes. A change request becomes visible, and reminders pause while it is open.