The vast majority of work I've done up until now has all been for a select few people that I've built up a good relationship with over the past few years. As a result, it's pretty informal and whilst I'm know I'm going to get blasted for this on here, I've never really bothered with contracts etc apart from with new clients. Everything is done very informally, and whilst perhaps not ideal it's worked for me so far.

 

I haven't had a 'new' client in ages, though this about to change. I want to refine my process and start doing things properly. I've found several contracts online that are quite good, or at least seem to be, and QuoteRobot seems like a cheap, easy way to do proposals. I have a few questions about the process in general, though, as I'm a bit confused and want to make sure I get it right.

 

I see things as going like:

 

1. Discussion with client to determine what they want exactly.
   
2. Go away and draw up a proposal outlining exactly what I am going to do, over what time period (phases) and at what price.
   
3. Client signs proposal to say they accept (or I make revisions based on their feedback).
   
4. Write up and send client a contract that both myself and client will sign. This is where things get murky...
   

 

In the contract, it makes sense that it would talk about the scope of the project, time frames, payment, etc. Pretty much what has already been agreed to in the proposal. Is it acceptable to simply reference the proposal from the contract? As in something like: "The work carried out will be to the specification as described in [proposal inc. reference number and date]."

 

Finally, another basic question... If the contract states that the client pay x% upfront, payable as soon as the contract is signed, do I need to send an invoice for this amount? Or is the fact that it's mentioned in the contract enough?

 

Thanks for the help,

 

Tom

No one?

Referencing the contract is always a good thing to do as it clearly states the do's and dont's

 

and sending invoice is also i feel much more professional approach but i wud reckon send only one invoice where u mention that client paid say 50% upfront before the the project starts and which is non refundable

 

just dont think too complex put a contract to the client where all the things are mentioned...get it signed... send invoice ..mentioning non refundable advance.... start work .....