Vellum is a single workspace for the agreement, the signature, the invoice, and the payment record.
01
Pick a professionally structured template from the public catalog, then install it into your workspace.
Template library
Public catalog
Marketing Services Agreement
Parties, Purpose, Services
Web Development Agreement
Parties, Purpose, Services
Consulting Agreement
Parties, Purpose, Services
Non-Disclosure Agreement
Parties, Purpose, Scope of confidential information
Original catalog templates only. Organization copies stay private.
02
Add the client, services, pricing, and clauses. The builder writes a snapshot. It does not keep rereading the live template.
Contract builder
Draft v1
Marketing Services Agreement
| Service | Total |
|---|---|
| Social media management | $1,500 |
| Content creation | $1,000 |
| SEO | $750 |
Total. $3,250
Live preview
Harbor & Co.
The issued snapshot stays pinned after send.
Sample builder layout from Vellum. Not a live workspace.
03
Issue the snapshot and invite the client through a hashed, expiring portal link. They are not added as a member.
Client invitation
Expires in 7 days
Harbor & Co.
Elena Voss can review the issued snapshot from a private link. The client is not added as a workspace member.
Sample invitation chrome. Tokens are hashed in the product and never shown in emails as raw secrets.
04
The client reviews the issued PDF, records consent, and signs. Evidence is stored against that snapshot.
Northwind Studio
Secure review
Issued snapshot v1
Marketing Services Agreement
The PDF is generated from the version that was issued. Later template or draft edits do not change it.
Sample client portal. Signing records consent against the pinned snapshot.
05
Issue an invoice from the same record. Record payments by hand. Outstanding balance is the issued total minus recorded amounts.
Invoice INV-1042
Harbor & Co.
Issued 12 Aug 2026
Marketing services
Sample ledger. Vellum records payments you enter. It does not charge cards.
Payment history
INV-1042
Bank transfer
18 Aug 2026
$1,500.00
RecordedInvoice issued
12 Aug 2026
$3,250.00
OutstandingManual payment ledger. Outstanding is derived from recorded, non-reversed amounts.
Create your first professional contract and keep the rest of the workflow in one place.