GRIT Agreement Builder
Internal — creates a client onboarding package
Agreement tracking
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Create partner link
Download client package
Agreement tracking
All statuses
Not sent
Sent
Completed
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Company
Recipient
Status
Created
Sent
Completed
Actions
Loading template…
Template
Choose the master template file (index.html)
This is the master copy every client package is made from. When the builder is hosted next to the /template/ folder, it loads automatically.
Client
Company name
Company address
Recipient name
Recipient email
Company logo
PNG, JPG or SVG. After choosing, zoom and drag it to fit the circle. No logo? Initials are used.
Adjust logo size & position
Proposal date
Shows in the header, letterhead and agreement.
Welcome letter
Their CRM
FieldRoutes
PestPac
GorillaDesk
Evolve
FieldWorks
BrioStack
Slipboard
ServiceTitan
Service Minder
New / other…
Slack
"Please feel free to join our Slack channel…"
"We will be joining your Slack workspace…"
Agreement
Package
Package name
Total minutes
Package cost ($/mo)
Overage ($/min)
Avg. rate ($/min)
Top table shows
Overage rate
Avg. rate per minute
Term
Annual, Billed Monthly (see below for details)
Month-to-Month, Billed Monthly
6 Months, Billed Monthly
Custom…
Invoice date
1st of Month
15th of Month
Custom…
Onboarding fee ($)
Waive the fee
Shows the fee crossed out, $0.00 due.
Re-open a package
Load the details from a package made here
Fills the form from a downloaded client package so you can edit and re-download. Re-upload the logo if you want to change it.
Fill in the fields to see the checklist.
Preview
The live preview appears here once the template is loaded and a company name is entered.
Fit the logo to the circle
Drag to move. Use the slider or scroll wheel to zoom. Anything outside the circle is cut off.
−
+
100%
Fit whole logo
Fill circle
Center
Circle background
Reset to white
Cancel
Use this logo