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Agency Agreement , Word & Form

Use a Agency Agreement Sample, Template Word & PDF template to make your document workflow more streamlined.

What an agency agreement does

An Agency Agreement is a contract that authorizes an agent to act for a principal under defined business terms. It usually identifies the parties, authority, territory, services, compensation or commission, expenses, confidentiality duties, term, termination rights, and signatures. With signNow, upload the agreement, review automatically detected fillable fields, assign fields to the principal and agent, send the document, and preserve the signed copy with its audit trail. ESIGN and applicable state electronic-transactions law can support electronic execution when intent, consent, attribution, and record reproduction are established.

Complete an agency agreement in signNow

Upload the agreement, verify its business terms and signer assignments, then send it for electronic signature and preserve the completed record.

  • Upload form:

    Upload the Agency Agreement file.
  • Check fields:

    Review detected fields and add missing principal, agent, commission, territory, and signature fields.
  • Assign signers:

    Assign each field to the correct signer and set signing order.
  • Send agreement:

    Send the agreement by email or signing link.
  • Store records:

    Review completed signatures and download the audit trail.

Security controls for agency agreements

Data at rest:

AES-256 at rest

Data in transit:

TLS 1.2/1.3 transit encryption

Security certification:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Electronic signatures:

ESIGN and UETA compliant

Health information:

HIPAA compliant with BAA

Connect agency agreements to business systems

Salesforce, NetSuite, Microsoft 365, Google Drive, Box, and Procore can connect agency agreement workflows with customer, finance, storage, and project records.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft
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Platform requirements for agency agreements

Use signNow through Chrome, Firefox, Safari, or Edge on Windows or macOS, or through the signNow mobile apps for iOS and Android. The uploaded Agency Agreement can be reviewed and signed from supported desktop or mobile environments.

  • Browsers Chrome, Firefox, Safari, Edge
  • Desktop systems Windows and macOS desktop access
  • Mobile apps iOS and Android mobile apps

Organizations should manage access through approved devices and assigned signNow users. Enterprise deployments may connect Agency Agreement workflows with integrations such as Salesforce, NetSuite, Microsoft 365, Google Drive, Box, or Procore when record routing and permissions require centralized administration.

Pricing and features for agency agreements

signNow starts at $8 per user monthly with annual billing; competitor prices and feature limits are not verified in the supplied data.

FeaturessignNowDocuSignAdobe SignPandaDocDropbox Sign
Starting annual price$8/user/month Business planNot verifiedNot verifiedNot verifiedNot verified
Free trial period7 days, no credit card requiredNot verifiedNot verifiedNot verifiedNot verified
Bulk send availabilityBusiness Premium includes bulk sendNot verifiedNot verifiedNot verifiedNot verified
Audit trail availabilityIncluded with Business planNot verifiedNot verifiedNot verifiedNot verified
HIPAA complianceAvailable with Site License add-onNot verifiedNot verifiedNot verifiedNot verified
Annual invite allowance100 signature invites per user annuallyNot verifiedNot verifiedNot verifiedNot verified

Agency agreement drafting and signing challenges

  • Unclear authority, territory, commission, or termination language can leave the parties disagreeing about when the agent earns compensation.
  • Missing effective dates, renewal terms, or notice procedures can make an Agency Agreement difficult to administer after signing.
  • Sending the agreement before confirming signer roles may route obligations to the wrong principal, agent, or authorized representative.
  • A signed PDF without its audit trail can provide less evidence about identity, timing, consent, and document history.

Legal standing of an agency agreement

An Agency Agreement may be electronically signed when the parties demonstrate intent, consent, attribution, and the ability to retain and reproduce the record under ESIGN, 15 U.S.C. ch. 96, and applicable state law such as UETA. Wills, codicils, testamentary trusts, court orders, and family-law decrees are excluded from ESIGN’s coverage.

Why teams look for DocuSign alternatives

Record-keeping practices for agency agreements

Preserve the signed agreement, audit evidence, business terms, and applicable retention authority together, while separating drafts and limiting access.

Choose retention by record type

Set the retention period from the agreement’s business and regulatory context, not from the signing platform. Tax records generally follow IRC §6501(a), while healthcare records containing protected health information follow HIPAA 45 CFR §164.530(j). State requirements may be longer.

Export the signed agreement and audit trail

Download the completed Agency Agreement together with its audit trail, which records signing events, timestamps, signer activity, and document history. Store both files in a controlled repository so the agreement can be reproduced with evidence of execution.

Limit access to agreement records

Restrict access to the principal, agent, legal reviewers, and designated administrators. Use role-based permissions and avoid sending copies containing commission rates, personal information, or confidential business terms to unintended recipients.

Separate signed versions and amendments

Keep the final signed version separate from drafts and superseded templates. Record the effective date, parties, territory, commission schedule, renewal status, and termination date so later amendments can be matched to the correct agreement.

State rules and excluded documents

State requirement

Notarization

Excluded documents

Wills and codicils

Excluded documents

Family law decrees

Notary acknowledgement

Real-estate deeds

Excluded documents

Court filings

Agency agreement troubleshooting and FAQs

Use these answers to resolve field, signer, plan, authentication, enforceability, and record-preservation questions before an Agency Agreement is finalized.

Upload the original Agency Agreement file again and confirm each required party, authority, commission term, territory, and effective-date field is mapped. signNow can detect fillable fields, but field placement still requires review before sending.

Business includes legally binding eSignatures, templates, and audit trails. Business Premium adds bulk send, while Enterprise adds advanced signer authentication. Choose the plan according to the number of agreements and authentication controls required.

signNow lists ESIGN and UETA compliance for its platform. For an Agency Agreement, preserve signer intent, consent, attribution, and a reproducible record; the applicable state contract law still governs authority, consideration, and terms.

Use SMS authentication or another available signer-authentication control when identity risk warrants it. Two-factor authentication strengthens attribution, but it does not replace review of the agent’s authority or the agreement’s substantive terms.

Business includes 100 signature invites per user annually, with overage fees after that allowance. Business Premium also includes bulk send. Site License pricing is $1.50 per signature invite and supports unlimited users.

Export the completed agreement and its audit trail after all parties sign. Retain the signed record according to the applicable contract, tax, employment, healthcare, or state requirement; signNow’s audit trail supports evidence but does not set the legal period.

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