Use cases
Four jobs.One record of what was agreed.
Most firms arrive with a document rather than a category: a fee proposal that needs signing, a starter pack that needs sending, an agreement that is about to run out, a declaration that only you sign. These pages are written that way round.
Start from what you are sending
Each page describes the documents, the sequence and what you can produce afterwards. The industry pages then say it again in your own vocabulary.
Proposals and engagement letters
The priced proposal or letter of engagement, built from the services you actually sell, sent as one document, and signed by being accepted. The figures freeze when it goes out, so what the client agreed to is what you quoted.
Proposals and engagement lettersClient onboarding
One pack per new client or new starter, sent from a template to whoever has to see it, in the order they have to see it. The documents to be signed are signed, and the material that is only ever read is sent beside them with a record of who opened it.
Client onboardingContracts and renewals
Agreements that run for a term, the nudge before one ends, and the replacement when fees or services change. Nothing reissues itself: you are told in time to act, and the document you already signed is never edited.
Contracts and renewalsSigning something yourself
The declaration, the internal approval, the form somebody sent you as a PDF. Place your own fields, sign it, and download it, with no email sent and nobody waiting. The record it leaves is the same one every other completed document here gets.
Signing something yourselfThese are not four products
There is one product underneath all four, and most firms use two of them without thinking of them as separate: the engagement letter that gets signed in January is the agreement that needs replacing the following January, and the pack that goes out when the client says yes is built from the same template library as the proposal that asked. Signing something yourself is the same machinery again with the recipient taken out of it, on the same allowance and producing the same certificate. Splitting them into four pages is a way of writing about the work, not a description of four things to buy.
If you want the shortest version instead, the proposals page covers priced documents and the e-signature page covers everything else you send for signature. If you would rather read it in your own industry's vocabulary, start from the industry pages instead.
See it with something you already send
Send a real document to a real client and look at what comes back.
No credit card required.