Agreements.ai Docs

From Scratch

Upload an Existing Document

From a Template

📊 Contract Analysis

Click Analyze on any document to get an instant AI-powered review. You'll see:

• Risk assessment with severity ratings
• Key clause identification (termination, liability, IP, etc.)
• Plain-language summary of obligations for each party
• Missing clause recommendations

💬 Document Chat

Open the chat panel on any document and ask questions in natural language:

• "What are my termination rights?"
• "Summarize the payment terms"
• "Are there any non-compete clauses?"
• "What happens if either party breaches?"

✏️ AI Rewrite

Select any text in your document and click AI Rewrite. You can ask the AI to make the language more formal, simplify complex terms, strengthen a clause, or adjust the tone. The original text is preserved until you accept the changes.

📝 Clause Insertion

Need to add a standard clause? Use Insert Clause to browse the clause library or ask the AI to generate one. Common options include confidentiality, indemnification, force majeure, and dispute resolution clauses.

Send Reminders

If a signer hasn't completed their signature, click Remind on the document page. This sends a gentle email reminder with the signing link.

Void a Signing Request

Need to cancel? Click Void on the document page. This invalidates all existing signing links. You can optionally provide a reason that signers will see.

Correct Signer Details

Entered the wrong email? Click Correct next to the signer's name to update their email or name. A new signing link will be sent to the corrected address.

Download Signed PDF

Once all parties have signed, click Download PDF to get the final signed document with a certificate of completion, timestamps, and audit trail.

Browse Templates

Go to Templates in the sidebar to browse our library of professionally drafted contract templates. Filter by category (NDA, Employment, Services, Real Estate, etc.) or search by keyword.

Use a Template

Click on any template to preview it, then click Use Template. Fill in the variables (party names, dates, amounts) and the platform generates a ready-to-edit document.

Create Signing Templates

Turn any document into a reusable signing template with pre-placed signature fields and roles:

Team Members

Go to Settings → Team to invite team members, assign roles (Admin, Member, Viewer), and manage access. Team members share the same document library and templates.

Branding

Under Settings → Branding, upload your company logo and set brand colors. These appear on signing pages, emails, and PDF certificates — giving your documents a professional, branded look.

Signing Configuration

Configure default signing options like reminder schedules, expiration periods, and redirect URLs under Settings → Signing.

Contacts

Go to CRM in the sidebar to manage your contacts. Each contact shows their name, email, company, and all contracts they're associated with. Add contacts manually or let them auto-populate from signing activity.

Groups

Organize contacts into groups (e.g., "Vendors", "Clients", "Partners") for easier filtering and batch actions like sending the same contract to an entire group.

Contract Linking

Every contract is linked to its signers in the CRM. Click on any contact to see their complete contract history — signed, pending, and draft documents.

Create Contract

Generate professional contracts from natural language descriptions. Choose from 12 contract type presets (NDA, Service Agreement, Employment, SaaS, IP Assignment, and more) or describe any custom contract.

AI Review

Analyze any contract for risks, missing protections, and legal issues. Returns a risk score (0–100), categorized issues by severity, missing clauses, key terms analysis, and strengths.

• Click-to-navigate — clicking an issue highlights the relevant text in your document
• Three views — Issues (with severity cards), Key Terms (with risk indicators), and Summary
• Missing clauses — identifies standard protections your contract is missing
• Actionable suggestions — each issue includes a specific fix recommendation

Clause Library

Browse 72+ system clauses and your team's custom clauses. Filter by category, search by keyword, and see stance indicators (Pro-Sender, Balanced, Pro-Receiver).

• Insert at cursor position or end of document
• Categories: General, IP, Payment, Liability, Termination, Employment, Compliance, Dispute Resolution, Data Privacy, and more
• Custom clauses shared across your team
• Full clause preview before inserting

AI Rewrite

Select text in your document and rewrite it with AI. Six built-in modes plus custom instructions:

Each rewrite shows a word-level diff of what changed and why. Preview before applying to your document.

Document Chat

Ask questions about your contract in a conversational interface. Quick action presets for common tasks:

• Summarize the contract
• List obligations per party
• Find risks
• Explain defined terms in plain English
• Identify missing clauses
• Summarize termination rights

When you ask for changes, the AI proposes edits and automatically applies them to your Word document.

Compare & Check

Two modes for contract comparison:

• Playbook Check — Analyze your document against standard legal best practices
• Compare Versions — Paste a reference contract and get a detailed diff of all material differences

Send for Signing

Send your document for e-signatures directly from Word. Add multiple signers with roles (Signer, Approver, or CC), include an optional message, and the document is uploaded to Agreements.ai and signers receive email notifications.

Step 1: Create an Account

Sign up at agreements.ai/register — free, no credit card required.

Step 2: Get Your API Key

Navigate to Settings → Developers and click Create API Key. Copy the key — it starts with sk_ and is only shown once.

Step 3: Make Your First API Call

Base URL: https://api.agreements.ai/v1

All requests require the Authorization header:

1Authorization: Bearer sk_live_your_api_key_here

Complete Example: Create → Send → Check Status

1# 1. Create a document
2curl -X POST https://api.agreements.ai/v1/documents \
3  -H "Authorization: Bearer sk_live_abc123" \
4  -H "Content-Type: application/json" \
5  -d '{
6    "title": "Service Agreement — Acme Corp",
7    "content": "<h1>Service Agreement</h1><p>This agreement is entered into between...</p>"
8  }'
9 
10# Response: { "id": "doc_7kXm2pQ9", "title": "Service Agreement — Acme Corp", ... }
11 
12# 2. Create an envelope (sends for signing)
13curl -X POST https://api.agreements.ai/v1/envelopes \
14  -H "Authorization: Bearer sk_live_abc123" \
15  -H "Content-Type: application/json" \
16  -d '{
17    "documentId": "doc_7kXm2pQ9",
18    "name": "Service Agreement — Acme Corp",
19    "message": "Please review and sign this agreement.",
20    "signers": [
21      { "name": "Jane Smith", "email": "[email protected]", "role": "signer" },
22      { "name": "Bob Johnson", "email": "[email protected]", "role": "signer" }
23    ],
24    "fields": [
25      {
26        "type": "signature",
27        "signerEmail": "[email protected]",
28        "page": 1,
29        "x": 100,
30        "y": 500,
31        "width": 200,
32        "height": 50
33      },
34      {
35        "type": "signature",
36        "signerEmail": "[email protected]",
37        "page": 1,
38        "x": 100,
39        "y": 600,
40        "width": 200,
41        "height": 50
42      },
43      {
44        "type": "date",
45        "signerEmail": "[email protected]",
46        "page": 1,
47        "x": 320,
48        "y": 520,
49        "width": 100,
50        "height": 20
51      }
52    ]
53  }'
54 
55# Response: { "id": "env_Qr8sT4kL", "status": "sent", ... }
56 
57# 3. Check status
58curl https://api.agreements.ai/v1/envelopes/env_Qr8sT4kL \
59  -H "Authorization: Bearer sk_live_abc123"
60 
61# 4. Download completed document
62curl https://api.agreements.ai/v1/envelopes/env_Qr8sT4kL/document \
63  -H "Authorization: Bearer sk_live_abc123" \
64  -o signed_agreement.pdf

API Keys vs Firebase Tokens

Agreements.ai supports two authentication methods:

Both use the same header: Authorization: Bearer <token>

Creating and Managing Keys

1. Go to Settings → Developers
2. Click Create API Key
3. Give it a descriptive name (e.g., "CRM Integration", "CI/CD Pipeline")
4. Copy the key immediately — it won't be shown again

Rate Limits

Rate limits are applied per API key. Exceeding them returns 429 Too Many Requests.

Rate limit headers are included in every response: X-RateLimit-Remaining, X-RateLimit-Reset

Auth Error Responses

1{
2  "error": "Invalid or expired API key",
3  "code": "AUTH_INVALID_KEY"
4}

1{
2  "error": "Rate limit exceeded. Try again in 45 seconds.",
3  "code": "RATE_LIMIT_EXCEEDED",
4  "retryAfter": 45
5}

Concept Mapping

API Endpoint Mapping

Key Differences

• ✅ No OAuth dance — Use simple API keys instead of OAuth 2.0 JWT grants
• ✅ Flat API structure — No account/user nesting; all endpoints are top-level
• ✅ Fields in envelope body — No separate tab placement calls; fields are included when creating the envelope
• ✅ Simpler webhooks — One POST to register, HMAC verification built in, no Connect configuration XML
• ✅ Documents as a first-class resource — Create and manage documents independently, then attach to envelopes
• ✅ Embedded signing supported — Use the Embed SDK to embed signing in your own app via iframe

How It Works

Generate Embed URL

Requires authentication (API key or Firebase token).

// Request
{
  "documentId": "abc123",
  "signerEmail": "[email protected]",
  "returnUrl": "https://yourapp.com/done",  // optional
  "expiresInMinutes": 30                     // optional, max 60
}

// Response
{
  "url": "https://agreements.ai/sign/abc123?embedToken=...&embed=1",
  "embedToken": "...",
  "expiresAt": "2025-01-15T12:30:00.000Z"
}

Using the Embed SDK

Include the lightweight SDK (~2KB) on your page for easy integration.

<script src="https://agreements.ai/sdk/embed.js"></script>
<div id="sign-here"></div>

<script>
const signing = AgreementsAI.embed({
  url: embedUrl,             // from POST /v2/signing/embed
  container: '#sign-here',   // CSS selector or DOM element
  width: '100%',
  height: '700px',
  onReady: ({ documentId }) => {
    console.log('Signing view loaded');
  },
  onCompleted: ({ documentId, signerEmail }) => {
    console.log('Document signed by', signerEmail);
  },
  onDeclined: ({ documentId, signerEmail }) => {
    console.log('Signing declined');
  },
  onError: ({ documentId, message }) => {
    console.error('Signing error:', message);
  },
});

// To remove the iframe:
// signing.close();
</script>

Direct iframe (without SDK)

<iframe
  src="https://agreements.ai/sign/DOC_ID?embedToken=TOKEN&embed=1"
  width="100%"
  height="700"
  style="border: none; border-radius: 8px;"
  title="Sign Document"
></iframe>

<script>
window.addEventListener('message', (event) => {
  if (!event.data?.event?.startsWith('agreements:signing:')) return;
  console.log(event.data.event, event.data);
});
</script>

Events Reference

Triggered when an envelope is sent to signers.

1{ "event": "envelope.sent", "timestamp": "2026-02-12T10:00:01Z", "data": { "envelopeId": "env_Qr8sT4kL", "name": "Service Agreement", "status": "sent", "signerCount": 2 } }

Triggered when all signers have signed and the envelope is finalized.

1{ "event": "envelope.completed", "timestamp": "2026-02-12T14:30:00Z", "data": { "envelopeId": "env_Qr8sT4kL", "name": "Service Agreement", "status": "completed", "documentHash": "sha256:a1b2c3d4e5f6..." } }

Triggered when the sender voids an envelope.

1{ "event": "envelope.voided", "timestamp": "2026-02-12T11:00:00Z", "data": { "envelopeId": "env_Qr8sT4kL", "status": "voided", "voidReason": "Document updated with revised terms" } }

Triggered when a signer declines to sign.

1{ "event": "envelope.declined", "timestamp": "2026-02-12T12:00:00Z", "data": { "envelopeId": "env_Qr8sT4kL", "status": "declined", "declinedBy": { "name": "Jane Smith", "email": "[email protected]" }, "reason": "Payment terms not acceptable" } }

Triggered when an individual signer completes all their assigned fields.

1{ "event": "signer.completed", "timestamp": "2026-02-12T13:15:00Z", "data": { "envelopeId": "env_Qr8sT4kL", "signerId": "sig_A1b2C3", "signerName": "Jane Smith", "signerEmail": "[email protected]", "remainingSigners": 1 } }

Triggered when an individual signer declines to sign.

1{ "event": "signer.declined", "timestamp": "2026-02-12T12:00:00Z", "data": { "envelopeId": "env_Qr8sT4kL", "signerId": "sig_A1b2C3", "signerName": "Jane Smith", "reason": "Payment terms not acceptable" } }

Error Response Format

All errors return a consistent JSON structure:

1{ "error": "Human-readable error message", "code": "MACHINE_READABLE_CODE" }

HTTP Status Codes

Error Codes