Agreements

Gordon CRM features a digital signature tracking system that allows you to collect clickwrap signatures for waivers, intakes, liability forms, and other compliance documents.

Each agreement is sent as a secure, unique link that your contacts can review and sign from any device without requiring a CRM user account.

[SCREENSHOT PLACEHOLDER: The Agreement templates list showing active documents and their current version numbers]

Agreements Dashboard

Navigate to Agreements in the main sidebar to open the Agreements Dashboard.

The main dashboard view lists your dispatched agreements & signatures, showing recipient names, template titles, sending status, and timestamps. From this dashboard, you can search sent agreements by contact name or email, and filter the list by status (such as pending or signed).

To manage your workspace's agreement templates, click Manage Templates at the top of the dashboard.

Managing Templates

You manage your templates from the template management screen by clicking Manage Templates in the Agreements dashboard.

Creating Templates

1. Click New Template.
2. Enter a Title (e.g., "Standard Liability Waiver").
3. Compose the agreement body using the built-in editor (supporting text formatting, bolding, lists, and tables).
4. Click Save.

Editing and Version Control

When you edit an existing template, Gordon CRM automatically tracks your changes:

• Title-only edits: Updates the template title inline without changing version history.
• Body content edits: Saving edits to the agreement body automatically archives the previous content version to the template's history and increments the active version number (e.g., from version 1 to version 2).

Version History

For templates with multiple revisions, an options menu or history clock icon allows you to view version history. This opens a read-only viewer displaying older terms and the dates they were active.

Archiving and Restoring

If you no longer wish to send an agreement template:

• Select Archive from the template's options menu to change its status to inactive. Inactive templates are hidden from the selector when sending new agreements.
• Any pending signing links previously sent to contacts for an archived template remain valid.
• You can restore archived templates to active status at any time.

Deleting Templates

To preserve legal compliance audit records, you cannot delete a template once it has been sent to a contact (regardless of whether they have signed it). If a template has sent history, you must Archive it instead.

Permissions

Managing templates is restricted to workspace administrators.

Related

• Dispatch & Signing — Learn how to send agreements and monitor contact signatures
• Automations — Trigger agreement dispatches automatically
• Technical Reference: Agreements — Database schemas, automatic version logs, and webhook authentication details