Include a fee plan in the agreement you want your client or prospect to approve online

Warning! Once you have added a fee plan to an agreement, it becomes locked and cannot be edited again. To change the fee plan, you will need to create a new one.

To add the fee plan to an agreement, first launch the agreement builder and click on "Edit the agreement".

Use the "Fee Plan" token to select and insert your saved fee plan into the agreement:

You can use "Preview the agreement" to see how the fee plan will be shown: