---
id: KB-CS-014
url: https://app.codecontract.io/help/use-cases-by-sector/contracting-with-individual-clients
idioma: en
categoria: casos-por-sector
subcategoria: servicios
audiencia: usuario
nivel: basico
actualizado: 2026-08-13
tambienEn: [es]
relacionados: [KB-CO-015, KB-CF-004, KB-CS-032]
citadoPor: [KB-CS-033, KB-CS-035]
---

# Contracting with individual clients

_Quote accepted, contract signed and work started the same day._

**Responde a:** get the client to sign the quote · service contract with an individual · accept a quote remotely · signing with clients without an office

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.

> [!WARNING]
> 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.

> [!NOTE]
> 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.

## Ejemplos

**A refurbishment firm accepts quotes on WhatsApp and argues about scope on half its jobs.**

- Sends the quote for signature, scope included
- Asks for a signed sign-off on completion

→ Scope arguments disappear and invoices get paid without the usual conversation.

**An installer signs quotes with private customers in their living room and then loses them.**

- 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

→ The quote is signed before leaving the customer's home and does not depend on a piece of paper.

**The customer denies having accepted the quote.**

- Provides the signed copy with its evidence

→ The acceptance holds up.

**It is signed on paper and scanned days later.**

- Signs electronically on the spot

→ The print-and-scan round trip disappears.

**The customer asks for a copy months later.**

- Checks the project and provides it

→ The request is met without searching.

**The quote is changed verbally during the works.**

- Records the change in writing and has it signed

→ The final invoice surprises nobody.

**The private customer's data is kept with no criteria.**

- Applies the retention policy

→ What is kept has a reason and a period.

**The customer has neither computer nor email.**

- Signs from their own phone with nothing to install

→ The signature is resolved there and then.