Draft the design agreement

Every document for a job lives on one tab. The Documents tab lists five cards down the page: Estimate, Design agreement, Proposal, Pre-install pack and Care manual. The ones you have not started carry a quiet To do.

The card tells you what it is about to do: "Built from this project and the shop's terms. You read it here before anyone else does." Nothing leaves the workspace when you press it.

The card turns to In review and opens the whole draft where it stands. You do not go anywhere else to approve it. Three cells carry the terms that matter to the client: the fee, how much of it comes off the build price, and the date the drawings are ready by. All three come off your Terms tab, not off this job.

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1. 1Design fee, from Settings, Terms
2. 2How much of the fee comes off the build price
3. 3Approve & create link, which mints the client's link

Approving passes the document and creates the client's own private link. No email goes out. The card turns to Approved, a copy field appears, and a line under it names the day the link closes. A design agreement link is good for seven days, because it is a payment surface and reissuing is safer than extending.

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1. 1Copy, which puts the client's link on your clipboard
2. 2The day the link closes

The link field beside Copy is blank in this picture on purpose. It prints a live URL in full and a link is a credential, so it is not something to put on a public page.

Paste it into a text or an email and send it as you. There is an Email it to the client button beside it, and on a workspace with no sending address configured it comes straight back with a sentence saying nothing was sent. Casework never emails in your name without you.

A document is never improvised in your voice. If a clause or a figure is not in Settings yet, the card says which one rather than filling the gap with something plausible. Fill it in on the Terms tab and draft again.