Nod CRM contracts
Your proposal already carries your terms, and it is signed with the deal. For everything else there is a contract: an NDA, a statement of work, a retainer, a change order. Nod CRM drafts it from your answers, and your client signs it in their portal.
The contract wizard
Six types: a service agreement, a statement of work, an NDA, a monthly retainer, a change order, or an IP assignment.
You and your client: name, company, email and address. The client is the one who signs.
The questions change with the type: scope, fee and currency, revision rounds, notice, who owns the work. Plain questions, no clauses to write.
Plain English or formal legal. Add the governing law and choose how disputes are settled: the courts, mediation first, or binding arbitration. Leave the law blank and that clause is left out, not guessed.
The draft is generated from your answers. Edit it, or regenerate it, for as long as it is a draft. Read every clause before it goes out.
Send to client puts it in their portal, behind a one-time code sent to their email. They type their full legal name and agree to sign electronically. The signed date is recorded and a PDF is generated.
Six contract types
Freelance Service Agreement
Scope, rates, revision rounds, notice, and who owns the finished work: it transfers to the client on final payment, the client gets a licence, or you keep all rights.
Statement of Work
Deliverables, the timeline, how work is accepted, and what is explicitly out of scope.
Non-Disclosure Agreement
Mutual, or one-way in either direction. What counts as confidential, how long it lasts, and what happens to the materials afterwards.
Monthly Retainer Agreement
Included hours, the rate beyond them, whether unused hours roll over, response times and notice.
Change Order
Amends a contract you already have: what changes, why, the added fee and the new dates. Everything else stays in force.
IP Assignment & Work-for-Hire
Ownership moves to the client on final payment, on signature, or as each milestone is accepted. Covers moral rights, third-party assets and your portfolio rights.
The sample contract, start to signed
Tone and disputes
Pick the tone, the governing law and how disputes are settled. Leave the law blank and that clause is left out, not guessed.
E-signature
After the one-time code, the client types their full legal name and agrees to sign electronically. The signed date is recorded.
Audit trail and PDF
The audit trail records when it was sent and when it was signed. A PDF of the contract is generated with the signer's name and the signed date.
Proposal or contract
For most jobs that is enough: the terms are signed with the deal. A contract is for when you need a standalone agreement: an NDA before the brief, a statement of work, a retainer, a change order when the scope grows.
Change order
Pick the contract it amends, say what changes and why, and add the fee. The rest of the original stays in force.
Edit or regenerate
The draft is generated from your answers. Edit any clause by hand, or regenerate it, while it is still a draft. Then send it to the client's portal.
What a contract from Nod is not
Each contract is drafted from your answers. It is not reviewed by a lawyer and it is not legal advice: read it, and have a lawyer in your jurisdiction review it before you rely on it. Contracts are signed in the client portal; they are not emailed as attachments or sent on WhatsApp, and you can't upload someone else's PDF for signing.
The usual stack, and this one
| For every agreement | The usual stack | Nod CRM |
|---|---|---|
| The job's terms | A contract PDF on top of the proposal | Carried in the proposal and signed with the deal |
| A standalone agreement | A template downloaded and filled in by hand | Six types, drafted from your answers in a five-step wizard |
| The signature | A separate e-signature tool | A typed full legal name in the client portal, after a one-time code |
| The record | Signed files in a folder somewhere | Sent and signed in the audit trail, the signed date, and a PDF |
| Scope changes | An email that says "as discussed" | A change order that names the contract it amends |
| Legal review | A lawyer | Still a lawyer: the draft is a starting point |
Questions about contracts
Often not. The proposal carries your terms and is signed with the deal. A contract is for when you need a standalone agreement: an NDA before the brief, a statement of work, a monthly retainer, or a change order when the scope grows.
Six types: Freelance Service Agreement, Statement of Work, Non-Disclosure Agreement (mutual or one-way), Monthly Retainer Agreement, Change Order, and IP Assignment & Work-for-Hire.
No. The draft is generated from your answers as a starting point. It is not legal advice and it is not reviewed by a lawyer. Read it, edit it, and have a qualified lawyer in your jurisdiction review it before you rely on it.
Send to client puts the contract in their client portal, behind a one-time code sent to their email. They read it, type their full legal name and agree to sign electronically. The signed date is recorded, the audit trail logs it, and a PDF of the contract is generated.
Yes, while it is a draft. Edit the text yourself or regenerate it from your answers. You choose the tone, plain English or formal legal, and how disputes are settled: the courts, mediation first, or binding arbitration.
No. It goes to the client portal, not as an email attachment or a WhatsApp message. The proposal is the part that travels as a link in the thread.