How To Send A Contract To A Client

How to Ship Your Digital Contract to New Clients

Y'all've dotted the i's and crossed the t's in your new customer contract. Terms and weather condition , bank check. Offer and acceptance , check and check. You're ready to send your contract to be signed.

But the days of paper contracts are pretty much gone; online contracts reign supreme. If you've never sent a digital contract to a client before, you might not know what to do. And we're here to help!

Read, reread, and re-reread it first

We hope this goes without maxim, but what the heck, we'll say it anyhow. The first thing you must do before you ship your contract? Check that it's both authentic and complete. And that means you should read it at least twice. No, three times.

Read your contract carefully to check that it has all the necessary and right information. Yous may utilise a contract template from our store that can be reused for new clients, but it doesn't hurt to review each new version!

You might discover spelling errors, missing or wrong names, outdated pricing for your services, or that your contract needs to exist updated in full general.

If y'all skip this stride and send out your contract with a mistake in it, that could brand yous look unprofessional and sloppy. Y'all'll also waste your time and your new customer's fourth dimension. Not a good start to your professional person relationship.

Psst… Our Client Contract Checklist walks y'all through everything your contract needs. No guesswork involved!

Have clear instructions for your client

Don't merely ship the client your contract with no accompanying message, or worse yet, no instructions on how to sign or what steps to take. Write out a quick message that explains:

What you lot're sharing with them (the contract, of grade)
How they tin can open the document to review it
How to sign information technology
When you'd similar to receive the signed contract back

Endeavor to call back of the process from your new customer's perspective. If they've never signed an online contract earlier, what would they need to know? What problems or frustration might they face?

For example, sending a contract as a PDF can be a hassle because PDF programs usually require special software to add signatures. Your customer may go fed up because signing is more than complicated than it has to be. Consider using an e-signature program to make things easy.

Pro tip: This is why we at The Contract Shop® utilise HoneyBook* ourselves! Honeybook is more than than but an astonishing CRM. They make it piece of cake for yous to create and review client contracts, plus send them deeply to clients to sign.

* This is an affiliate link. We may earn a commission if you cull to purchase a HoneyBook subscription. But you practise not pay any more and y'all tin also get a free trial past using our link!

Give your customer enough time to review it

At that place'south no hard and fast rule for how much time to requite a customer to sign. Google something along the lines of "how long should I take to sign a contract" and yous get results anywhere from 48 hours to 21 days! It depends on the type of contract: new job offer, severance agreement, independent contractor agreement, and so on.

Nosotros tin can't tell you how long "enough fourth dimension" is exactly, so use good judgment. Consider how long it would accept you to read and absorb your contract twice . That may be iii days or information technology may exist two weeks. In either instance, don't make your customer experience rushed.

On that same note, practise ask your client to render the signed contract by a sure date in your accompanying e-mail. Your client volition know how much time they have to review and inquire you questions before signing.

Use a secure eastward-signature tool for a hassle-costless feel

These steps may seem kinda boring, and you're probably excited to become started on your new project with this client. But sending your contract to the client properly is an important part of providing an exceptional client experience . It may be a small task, simply you have a chance to show off your professionalism and attention to item hither. Don't waste it!

Wanna create an even better customer feel before your work even gets started? Use an due east-signature tool like HoneyBook* to send your contract off!

We're big fans of HoneyBook because they make the process of getting legal signatures super easy for everyone involved. Your client can review and sign correct in HoneyBook. And when you lot password, they can run into that update in the file on their end. Pretty cool, right?

Source: https://thecontractshop.com/blogs/posts/how-to-send-your-digital-contract-to-new-clients