SignAndGoE-signing for sole traders and freelancers.
When you work for yourself, a signed agreement before the work starts is what stands between you and an awkward conversation about scope later. SignAndGo makes asking for that signature quick enough that you actually do it, whether you are a photographer in Nelson, a web developer in Wellington or a contractor between sites.
Get the agreement before the work
Freelancers often skip the paperwork because it feels like friction with a new client. A clean signing link removes most of that. Send your proposal or contract the same day you agree the job, and the client signs on their phone before the kick-off call.
Put the brief and the agreement in one envelope so the client signs off on both, and initials on the scope page make it clear that page was seen.
A template for each kind of job
If you do two or three kinds of work, such as a day rate, a fixed project and a retainer, make a template for each. Give the client a role, place their fields once, and reuse it. Your own countersignature can sit at the end of an ordered envelope.
- Project agreement with scope and deliverables.
- Retainer terms for ongoing work.
- A simple confidentiality agreement for new clients.
Collect what you need to invoice
Add text fields for the details you always end up asking for: the client's trading name, a purchase order number, the email address for invoices. Everything arrives with the signature, and if you connect Xero, the signed agreement can be filed there and the client added as a contact.
Chasing without sounding desperate
Set automatic reminders and the follow-up goes out on its own, so you are not writing the third "just checking in" email. If a client wants to change something, they can decline with a reason and you can fix the document instead of guessing what the silence means.
A record you can point to
When the job is done and a question comes up about what was agreed, the envelope has the signed document, a completion certificate and an audit trail showing when the client viewed and signed it. You and the client both get the finished copy by email.
Keeping it professional
A clear subject line and a short message do a lot of work. Say what the document is, what you need, and by when. If writing that note is the part you put off, SignAndGo can draft it for you, and you only need to check it reads like you before sending.
Common questions
- Can I send from my phone?
- SignAndGo runs in your browser, so you can manage envelopes from a laptop, tablet or phone.
- Can I sign my own contract as well?
- Yes. Add yourself as a signer, usually last in an ordered envelope, after the client.
- What if the client wants changes?
- They can decline with a note explaining what they want changed, and you send a revised envelope.