Use cases by sector
Contracting with individual clients
Quote accepted, contract signed and work started the same day.
An installer, a photographer, a workshop, a refurbishment firm: the pattern is identical. A quote goes out, the client says yes on WhatsApp, and when a problem arises that "yes" turns out to fix nothing — not the scope, not the price, not the timescale.
What changes when it is signed
| With an "OK" by message | With the quote signed |
|---|---|
| No record of which version they accepted | The exact document is on record |
| No record of when | A certified time is on record |
| Arguing scope is their word against yours | The scope is the one they signed |
The full circuit, in a day
- 1
You send the quote for signature, with scope and timescale inside.
- 2
The client signs from their phone, no account, nothing to install.
- 3
You start work with the scope fixed.
- 4
On completion, the sign-off, also signed.
Important
The sign-off at the end is the most forgotten and the one that prevents the most trouble when invoicing. Work delivered without a signed sign-off is what gets disputed when the invoice arrives.
Watch out
If you work with consumers, there are prior-information and cancellation requirements that depend on your activity. The platform helps you prove what was signed and when; what that document must say comes from regulation, and is worth asking your adviser about.
Worth knowing
For small jobs it can feel excessive. It does, until the first client who disputes the scope: after that it costs two minutes and saves weeks.
›Does it cost the client anything?
No, never.
›Do they need to install anything?
No. They open a link and sign.
›What if the scope changes midway?
A signed amendment. Faster than arguing about it at the end.
A real case
The situation
A refurbishment firm accepts quotes on WhatsApp and argues about scope on half its jobs.
What you do
- Sends the quote for signature, scope included
- Asks for a signed sign-off on completion
What you get
Scope arguments disappear and invoices get paid without the usual conversation.
The situation
An installer signs quotes with private customers in their living room and then loses them.
What you do
- Sends it for signature from a phone on the spot
- Stores the signed copy in the customer's project
- Keeps the evidence with the document
What you get
The quote is signed before leaving the customer's home and does not depend on a piece of paper.
The situation
The customer denies having accepted the quote.
What you do
- Provides the signed copy with its evidence
What you get
The acceptance holds up.
The situation
It is signed on paper and scanned days later.
What you do
- Signs electronically on the spot
What you get
The print-and-scan round trip disappears.
The situation
The customer asks for a copy months later.
What you do
- Checks the project and provides it
What you get
The request is met without searching.
The situation
The quote is changed verbally during the works.
What you do
- Records the change in writing and has it signed
What you get
The final invoice surprises nobody.
The situation
The private customer's data is kept with no criteria.
What you do
- Applies the retention policy
What you get
What is kept has a reason and a period.
The situation
The customer has neither computer nor email.
What you do
- Signs from their own phone with nothing to install
What you get
The signature is resolved there and then.
This article answers
- get the client to sign the quote
- service contract with an individual
- accept a quote remotely
- signing with clients without an office