Guide

Using agreement templates

Create a reusable agreement once, then manage future changes as separate versions.

1

Create the template

Give it an internal friendly title and the document title your recipient should see. Version 1.0 starts as a draft.

2

Write and publish version 1.0

Drafts can be edited. Publishing locks that version so the exact text remains available as evidence.

3

Use placeholders

Placeholders are merge fields. Insert them in the agreement text where customer or workspace data should appear. ConsensusDesk replaces them when a concrete customer agreement is created.

Use the placeholders exactly as shown, including both pairs of curly brackets. Unknown placeholders are rejected. If the corresponding customer or workspace field is empty, the placeholder becomes empty in the rendered agreement.

Customer fields

{{customer.name}}Customer / company name
{{customer.registration_number}}Registration number
{{customer.address}}Address
{{customer.postal_code}}Postal code
{{customer.city}}City
{{customer.country_code}}Country code
{{customer.contact_name}}Contact person
{{customer.contact_title}}Contact person's title
{{customer.contact_email}}Contact email
{{customer.contact_phone}}Contact phone

Your workspace fields

{{provider.company_name}}Your company name
{{provider.registration_number}}Your registration number
{{provider.address}}Your address
{{provider.postal_code}}Your postal code
{{provider.city}}Your city
{{provider.country_code}}Your country code
{{provider.email}}Your email
{{provider.phone}}Your phone
{{provider.signer_name}}Your signer
{{provider.signer_title}}Your signer's title

Example “This agreement is entered into between {{provider.company_name}} and {{customer.name}}.” The recipient receives the same sentence with the actual company names inserted.

The rendered customer agreement is stored as its own snapshot. Later changes to customer or workspace data do not rewrite the agreement that was already created or accepted.

When several signatories are selected, the existing customer.contact_* placeholders refer to the primary/first selected signatory. Acceptance evidence is stored separately for every signatory.

4

Create later versions

A new version starts from the previous text. Historical acceptances keep pointing to the exact version originally accepted.

5

Send the current version

New customer agreements use the latest published version. Acceptance points also require a published version with content.

TipKeep a version in draft until the wording is ready. Publish only when it should become an auditable agreement version.
Guide

Using acceptance points

Add a small ConsensusDesk widget to another website and keep the acceptance evidence centrally.

1

Choose the agreement template

Link the acceptance point to a template with a published version. The widget always presents the current published agreement.

2

Define the wording

The checkbox text and document link text are configured in ConsensusDesk, so you can change the presentation without editing the external website.

3

Allow the website

Add every permitted origin, for example https://example.com and https://www.example.com. Other origins are rejected.

4

Copy the embed script

Open the acceptance point and copy the generated script into the relevant form or action area on the external website.

5

Let your application decide when to continue

ConsensusDesk does not know what registration, checkout or another business action means in your system. When the script sits inside a form, it gates that form until acceptance has been recorded.

6

Review the evidence

Each recorded acceptance is visible from the acceptance point with the agreement version and evidence data retained by ConsensusDesk.

ImportantIf you publish a newer agreement version, future acceptances use that version. Existing evidence continues to refer to the version that was accepted at the time.

Acceptance point

Signing method
Presentation

Delete acceptance point

This action cannot be undone.
  • The acceptance window will not be visible on the target website.
  • This might result in errors on the target website.
  • 0 acceptances will be deleted.

New template

Create an empty draft now. You can add the agreement text and publish it later.

Kontoindstillinger

Administrér virksomhed og profil.

Dette navn vises som den aktive virksomhed i ConsensusDesk.

Brugere

Administrér brugerne i virksomheden.

Ny kunde

Underskriver
Supported fieldsfriendly_title, document_title, version_label, valid_from, content_html, change_notes

Also accepts name/title/version/effective_date/content/notes aliases. CSV must use a header row. JSON can be an array or {"contracts":[...]}. XML uses <contract> elements.

Share template

The recipient receives a link that copies this template into their own ConsensusDesk workspace as a draft. If the e-mail address has no account yet, the message also invites them to create one.

Ny aftaleramme

Ny version

Supported: DOCX, HTML, TXT, JSON, XML and CSV. The upload creates a draft; review it and preview the PDF before publishing.

PDF preview

Select a client to populate the template placeholders. Contract number, reference and date use fictional preview values.

Ny klientaftale

Aftaleparter

Vælg én eller flere klienter og derefter underskrivere for hver part.

Ingen klienter valgt.
Påmindelser

Påmindelser stopper automatisk, når modtageren accepterer eller afviser.

Når aftalen oprettes, sendes signeringsmailen automatisk.

PDF preview

This is the contract exactly as it will be generated from the current selections. Nothing is created or sent by previewing it.

Signeringsstatus

Se præcis hvem der har åbnet, accepteret eller afvist aftalen.

Send aftale igen

Der findes en nyere version end den kunden senest har accepteret. Vælg hvad der skal sendes.

Slet kundeaftale

Denne handling sletter også historiske accepter og signeringslinks for kundens aftale med denne aftaleramme.

Plans & Billing

Manage your subscription, capacity and payment history.

Payment

SYSTEM ADMINISTRATION

Overview

A concise view of customers, subscriptions and activity.

Customers0registered accounts
Workspaces0customer workspaces
Contracts0stored agreements
Active users0enabled accounts

Recently active customers

Latest customer logins.

Quick actions

Common administrative tasks.

Delete subscription

After deletion

Deleting a subscription stops recurring charges immediately. Refunds and credit notes cannot be automatically undone.

Slet bruger
Priser

En plan der vokser med dine aftaler

Start gratis. Opgrader når du har brug for flere aftaler, versionsstyring og avancerede funktioner.

Ca. 2 måneder gratis ved årlig betaling

Free

Kom i gang uden kreditkort.

€0for altid
  • 10 aftaler
  • Komplet signeringsbevis
  • Én underskriver pr. aftale
  • Ingen nye versioner
  • Ingen udløbsdatoer
Populær

Starter

Til mindre virksomheder med løbende aftaler.

€9/ måned
  • 25 aftaler
  • Nye aftaleversioner
  • Udløbsdatoer
  • Komplet signeringsbevis
  • Én underskriver pr. aftale
  • +25 ekstra aftaler for €6/måned

Business

Til virksomheder med en større aftaleportefølje.

€24/ måned
  • 100 aftaler
  • Nye aftaleversioner
  • Udløbsdatoer
  • Komplet signeringsbevis
  • Flere underskrivere pr. aftale
  • +100 ekstra aftaler for €18/måned

Corporate

Til store aftaleporteføljer og høj volumen.

€69/ måned
  • 1.000 aftaler
  • Nye aftaleversioner
  • Udløbsdatoer
  • Komplet signeringsbevis
  • Flere underskrivere pr. aftale
  • +500 ekstra aftaler for €45/måned

Ændrer du plan eller kapacitet? Du har adgang til det antal aftaler, som din nuværende plan og kapacitetstillæg dækker. Yderligere aftaler opbevares sikkert og bliver tilgængelige igen, når du øger kapaciteten. Det samlede antal gemte aftaler er altid synligt.

Alle priser er ekskl. moms. Ekstra kapacitet er et løbende tillæg til et aktivt abonnement.

FAQ / Support

Quick answers and a direct way to contact ConsensusDesk support.

How do agreement templates work?

Create a reusable template, publish a version, then create client agreements from the latest published version. Historical acceptances keep their original version.

Can more than one person sign?

Business and Corporate can select several client contacts as signatories. The agreement remains pending until every selected signatory has accepted.

What are Acceptance Points?

Acceptance Points embed ConsensusDesk acceptance on another website while ConsensusDesk stores the wording, version and evidence.

What happens when I publish a new version?

Future requests use the latest published version. Existing evidence remains tied to the exact version accepted at the time.

How is login protected?

New accounts require e-mail verification and password logins require a second factor. Trusted-device login is available only when the required cookie consent exists.

Contact support

Opret konto

Opret din gratis ConsensusDesk-konto.

Adgangskoden skal være mindst 12 tegn.

Hvis vilkårene senere ændres og kræver ny accept, bliver ConsensusDesk blokeret, indtil den nye version er accepteret.

Bekræft login

Vi har sendt en sekscifret kode til din e-mail.

Opsæt authenticator-app

Scan QR-koden i Google Authenticator, Authy, Microsoft Authenticator eller en anden TOTP-app. Du kan også indtaste nøglen manuelt.

Glemt adgangskode

Indtast din e-mail. Du modtager et tidsbegrænset nulstillingslink.

Vælg ny adgangskode
ConsensusDesk guide

Best practices

What to collect, what to share, and how to keep agreement evidence useful.

Ask your customer for

Correct legal/company name, registration number where relevant, current address, and the name, title and email address of the person authorised to sign.

Share with your customer

Send the actual agreement version they are being asked to accept. Keep the purpose, effective date, responsibilities and important changes clear. Avoid asking signers to accept text they cannot review.

Signing and evidence

Use individual signer addresses rather than shared mailboxes where possible. ConsensusDesk records the agreement version and signing evidence so the acceptance can later be demonstrated.

Data minimisation

Only request information needed for the agreement. Do not put passwords, payment-card data or unrelated confidential material into agreement fields.

After changes

Create a new agreement version for substantive changes instead of silently changing text already accepted. Keep customer and signer contact information current.

Security: Sensitive information stored by ConsensusDesk is encrypted at rest using tenant-specific encryption keys.

Ready to use ConsensusDesk with your own data?

You can explore every part of the demo, but sample data cannot be changed and ConsensusDesk will not send e-mails, signing requests or reminders from this workspace.

Outbound mail

Recipient
Status
Subject
Transport

Message

Resend

Leave the recipient unchanged, or enter a new address if the customer's address has been corrected.