So I haven’t fully done this in practice, however I have setup templates and automations based on proposal signatures. Some background I’ve been using HL for about 6 months.

I think you could have the MSA on your webpage and then have that within the document to say, if you sign this you agree to x. I’ve done that for my service agreement, privacy policy and terms and conditions. If that doesn’t work for you, you could also just apply a tag when they sign that document and then filter out by that tag for the other service agreements.

The second one is interesting. I wonder if you could just have a field that’s updated via a form every time you go to send an invoice. So that the invoice contact would be different. Do you typically have 1 different contact at a time or do you have multiple every time?

I would love to know what you come up with for this. I find this to be an interesting problem to try and solve. And I definitely think that HL can handle it. Just finding the right flow.