What is an Agreement?

In General Terms:

An agreement is a formal written document that outlines the terms, conditions, and responsibilities between two or more parties entering into a business relationship. Agreements serve as legally binding contracts that protect all parties by clearly defining expectations, deliverables, and obligations, helping prevent misunderstandings or disputes.

In the OBS (OnBoardSoft) Portal:

An agreement is a digital contract that formalizes the relationship between your company and various stakeholders in your channel network. The portal handles multiple agreement types seamlessly with built-in e-signature functionality, eliminating paperwork and accelerating onboarding.

Types of Agreements in OBS:

• Channel Partner Agreements - Define terms with agents(Partners) and sub Users
• Client Agreements - Establish service terms with end customers
• Supplier Agreements - Set terms and conditions with your vendors and suppliers
• Service Agreements - Specify details for particular services or products
• Quotation Agreements - Formalize accepted quotes before order processing

How Agreements Work:

• Automatically presented during registration or quotation acceptance
• E-signature capability for instant, secure signing
• Stored digitally and accessible anytime from user dashboards
• Must be signed before accessing services or completing transactions
• Trackable status (signed/unsigned) for compliance monitoring

Why Use Digital Agreements?

Digital agreements in the OBS portal eliminate delays and paperwork, enabling instant onboarding of partners and clients. They ensure legal compliance, maintain organized records, and provide complete audit trails—all while delivering a professional, modern experience that speeds up your sales cycle from days to minutes.