Guides / Design agreement
What the client signs
The agreement as the client reads it on a phone: your letterhead, five clauses, one name field and a bar that keeps the fee and the button in reach.
What you need first
- An approved design agreement with an open link
- Nothing from the client. There is no account and no password
The client opens one link and reads one page. By the end of this guide you will know exactly what is on it, what the single button does, and what the client sees afterwards.
Open the link yourself before you send it
Paste the copied link into a browser. It resolves to the agreement and nothing else in your workspace, on your letterhead, with your colours and your shop name at the top. The client never signs in, because clients are not users here.
Read the five clauses the way they will
A sentence naming both parties and the room, the fee, what it covers, and how many rounds of changes are included. Then five numbered clauses: what the shop does, what the client does, fee and credit, drawings and ownership, and ending it. Under them sits a small table of the revision rounds, the hourly rate for further revisions, the feedback window and the credit window.
Find the bar pinned to the foot of the phone
While the clauses are on screen a bar stays at the bottom carrying the Design fee and one button, I agree. It releases once the signature block comes into view, so it hands over rather than sitting on top of it. A desk screen does not draw it and neither does a printed copy.
- 1The fee, in reach the whole way down the page
- 2I agree, the only button on the document
Type the name in Your full name
The block is headed Agreeing to this and says so plainly: "Type your name below. That stands in for a signature, and it records the date." One field, one checkbox and one button.
- 1Your full name, which stands in for a signature
- 2The photography choice, made here and recorded on the job
- 3I agree to these terms
Leave the photography choice to the client
The checkbox reads "I'd prefer my project not be photographed." It is on the agreement rather than in a conversation later, so the answer is on the record before anyone lifts a camera on site.
Read what replaces the block once they agree
The signing block is replaced by Agreed on and the date, Signed as and the name they typed, then a line saying the design fee is the last step. The payment details sit under it: e-Transfer, cheque, and the amount due on signing. There is no card processor on this page, so the money arrives the way it always has.
What happens next
When the payment lands you tell Casework it arrived. The next guide, mark the design fee paid, is that one press and what it moves.