Customer Agreements is the operational layer between you and your attorney. Plyrium isn't a law firm — your own attorney drafts the contract template (or you adapt a generic one). Plyrium handles storage, customer-specific fill-in, native e-sign, and the signed-copy archive on every customer record.
Bundle and Front Office. Voice/Visibility tier sees an upgrade card pointing to Bundle.
How it works (3 steps)
- 1Create a template
/portal/agreements/templates → New template. Paste your contract body — your attorney's, or a generic one. Use {{variable}} placeholders for customer + business + scope info that varies per customer (e.g. {{customer_name}}, {{service_address}}, {{scope}}, {{job_total}}).
- 2Generate per-customer documents
Open a customer record → Generate agreement. Pick the template, fill in any manual variables (scope, total, warranty term, etc.). Plyrium auto-fills customer-name / address / business-name / today's date / etc. The filled body is saved as a snapshot — future template edits don't retroactively change generated docs.
- 3Send for signature + customer signs
Click Send for signature on the document detail page. Plyrium mints a unique sign URL (https://www.plyrium.com/agreement/[token]). Copy + paste it into your existing comms (text, email, whatever). Customer opens, types their name, clicks Sign. You get the signed copy archived automatically.
Supported variables (auto-fill)
| {{customer_name}} | Customer's name from the customer record |
| {{customer_phone}} | Customer's phone number |
| {{customer_email}} | Customer's email |
| {{service_address}} | Composed from line1 + line2 + city, state, zip on the customer record |
| {{business_name}} | Your business name from your Plyrium profile |
| {{business_phone}} | Your business phone (owner phone) |
| {{business_email}} | Your business email (owner email) |
| {{business_address}} | Your business address |
| {{business_trade}} | Your trade (HVAC, plumbing, electrical, etc.) |
| {{today}} | Today's date — auto-set when the document is generated |
Manual-fill variables (you fill at generate time)
| {{scope}} | What you're doing — work scope description |
| {{job_total}} | Total dollar amount (formatted however you want) |
| {{deposit_amount}} | Deposit due before work starts |
| {{warranty_term}} | Length and terms of your warranty |
| {{start_date}} | Scheduled start of work |
| {{completion_date}} | Estimated completion date or duration |
Markdown formatting
Template + document bodies support a small markdown subset:
- # Heading 1, ## Heading 2, ### Heading 3
- **bold text**, *italic text*, _italic text_
- - Bullet list (or * Bullet list)
- 1. Numbered list
- Blank lines between paragraphs
That's it for v1. Tables, code blocks, and links are v2 polish.
Document lifecycle
| Draft | Generated but not sent. Body is editable. Can be deleted. |
| Sent | Sent to customer for signature. Sign URL is active. Body is locked. Can be marked declined. |
| Signed | Customer signed. Locked legal record. Cannot be edited or deleted. |
| Declined | You marked it declined (customer said no, never got back, etc.). Sign URL stops working. |
E-Sign Act compliance
Native e-sign captures: customer-typed name + IP address + timestamp + the document body snapshot. Customers also confirm a one-line consent checkbox before signing. This satisfies the U.S. E-Sign Act (15 USC §7001) for non-regulated commerce.
Plyrium isn't drafting your contracts. The template content is YOUR responsibility (have your attorney review it before using). State-specific compliance clauses (CA mechanic's lien warnings, MA blanks-warning, etc.) are NOT auto-included in v1 — that's a v2 enhancement once we partner with outside legal counsel. Until then: have your attorney review the template once, then reuse the approved version 100×/year.
What's next
v1 ships with templates + variables + generation + native e-sign + customer-record archive. Coming in future releases: state-specific compliance clauses (CA §7159, MA c.142A, NY GBL §771, TX homestead, FL §489.126), pre-lien notice automation via Levelset/Procore Pay, DocuSign integration for customers who require it, and lawyer-marketplace integration for one-time master-template review.