Write your template once
Set up the agreement in a rich-text editor with your headings, tables, wording and logo. If you prefer working with the underlying markup, switch to the HTML source view and edit it directly.
Agreements & Billing
Your agreement, your wording, auto-filled.
Write your agreement once, in your words and with your logo. Every client agreement then fills itself with their details, plan manager, dates and funded supports, ready to preview, publish and send for signature.
What you get with Service Agreement Builder.
- Rich-text editor, HTML source and logo
Write your agreement your way, with rich text, HTML control, and your own logo.
- Auto-inserted variables and line-item table
Client, plan-manager, dates and line items fill themselves in, so you never retype them.
- Versioned templates; signed copies never change
Update the template freely; agreements already signed stay exactly as signed.
Why it exists
The problem it solves.
Most providers still build service agreements by copying the last client's document and hand-editing names, dates, supports and prices. It is slow, it invites mistakes, and one stale detail is enough to put the wrong supports in a signed document. And when the wording changes, nobody is quite sure which version each client actually agreed to.
How it works
Drop in variables where the details belong
Insert placeholders for the client's name, NDIS number, plan manager, agreement dates, your provider details and more. Special placeholders position the funded-supports table and the signature block wherever they sit in your document.
Preview, then publish a version
Preview the template filled with sample data, save drafts as you go, and publish when you are happy. Publishing creates a numbered version, and only published versions are used for new agreements.
Generate each client's agreement
Every agreement fills itself with that client's details, plan manager, dates and funded supports, complete with quantities and budgets. Review the PDF before it goes anywhere.
Send it for signature
Send the agreement for E-signature in one step. The exact document is captured at that moment, so later template edits never change what a client was asked to sign.
What you can do.
Your wording, your layout
A rich-text editor with headings, lists, tables and emphasis, plus an HTML source view and your organisation's logo. The agreement reads as your document, not a generic one.
More than 30 auto-filled details
Client, representative, plan manager, funding management type, agreement number and dates, provider name, ABN and address, budget totals and more fill themselves in for each client.
A live funded-supports table
Place the line-item table once and every agreement renders that client's supports, codes, unit prices, quantities and budgets. You never hand-build a pricing table.
Bring your existing agreement across
Paste the agreement you already use into the editor and BondiByte finds the wording that should become a template variable, keeping your wording and structure. You confirm each suggestion, choose a different variable where it got one wrong, or keep your wording as it is, and nothing changes until you apply them.
Versioned publishing
Drafts stay private until you publish, each publish creates a numbered version, and you can restore the built-in starting template at any time.
Sample-data preview
See exactly how the finished document will look, filled with sample data, before you publish or generate anything for a real client.
How it connects.
- Client record & billing profile
- Line items & budgets
- Generated agreement PDF
- E-signature
- Invoicing
You stay in control.
Draft edits sit safely alongside the live template. New agreements only ever use the version you deliberately published.
Every signed agreement keeps the exact document that was signed. Updating the template later never rewrites history.
You see the generated PDF for each client and choose when it goes out for signature.
BondiByte provides the document builder and a starting template, not legal advice. Review the wording with your own advisers before you rely on it.
Learn how to use this feature.
Frequently asked questions.
Can I use our existing service agreement wording?
Yes. Paste your current agreement into the editor and BondiByte finds the wording that should become template variables. You confirm each one, swap any it got wrong, and preview the result with sample data before anything is saved. Finding variables is one of the AI-assisted features, so it is available once your organisation has turned those on. Placing variables yourself from the editor always works.
What fills in automatically?
More than 30 details, including the client's name, NDIS number and contact details, their representative, the plan manager, agreement number and dates, funding management type, your provider details and logo, the funded-supports table and the budget total.
What happens to agreements that are already signed when I change the template?
Nothing. Signed agreements are captured as fixed copies at signing time. Template changes only affect agreements generated after you publish the new version.
Do I have to rebuild the pricing table for every client?
No. You place the line-item table once in the template. Each agreement then shows that client's funded supports with codes, unit prices, quantities and budgets automatically.
Is the built-in template legal advice?
No. It is a practical starting point. Review the wording with your own team or advisers before relying on it, the same way you would any agreement.
More in Agreements & Billing.
Agreements & Billing
Service Agreements overview
From a configurable template to a signed PDF, in one flow.
Agreements & BillingE-signature
Send agreements and contracts for E-signature straight from the record. Clients and staff sign on any device without an account, and the exact document they signed is stored, timestamped and locked.
Agreements & BillingLine items & budgets
Every funded support sits on the agreement as a line item: the NDIS code, unit price, quantity and budget, entered once. Shifts, invoices and claims all draw from those same lines.
Agreements & BillingTimesheets
Shifts become draft timesheets carrying pay levels and sleepover components, ready for approval and payroll.
Agreements & BillingInvoicing
Draft invoices from delivered supports, render PDFs, and carry your payment details.
Agreements & BillingNDIS payment requests
Claim-ready data assembles itself as you work: catalogue item numbers on every agreement, billing lines on every delivered shift, and coordination time claimed in batches. When it is time to lodge, the numbers are already there and they trace back to delivered support.
See Service Agreement Builder in BondiByte
Start your free trial, or book a demo to see it with your own operation in mind.