Thanks Ashley, that's great insight into what you're looking for in contract management. Completely agree with you regarding the move/desire from most to maintain a digital platform for all things business! Do you have a variety of templates you typically cycle through and edit per client or do you typically only use the wedding template and then modify the customer facing details per event?
What are you looking for most out of a contract? In other words, is the organization and tracking of payment what you value you most, is it ensuring your customer has all of the details infront of them about the event so you're both on the same page, or something else completely?
Thanks again for your feedback, it's incredibly helpful especially as we continue our research and development of the product!
We use square to sell custom wedding cakes, so the contract helps give customer confidence that all the details of their cake are correct, as well as a way for us to clearly lay out expectations for the customer (e.g. that there's safe place to deliver the cake, that they won't put the cake in direct sunlight, etc.) We generally sign the contract prior to sending an invoice for the deposit (the contract is attached to the invoice). Currently we send the customer a pdf file, but they often take a long time to send it back (I've had customers sign the contract immediately, but wait 5 days to scan it and send it back to us). Customers generally do not understand how to digitally sign contracts via Adobe Acrobat or other tools, even if I suggest it as an option.
The basic requirements we need are:
- The contract should have a title and date
- We should be able to define sections of the contract (e.g. disclaimers)
- We should be able to embed images (e.g. pictures of a cake), or at least reference images within the contract
- We should be able to list itemized costs near the end of the contract
- We should be able to digitally sign the contract
- We should be able to link to the contract and/or send it to a customer's email
Until we have a solution in Square, we've been looking for other options online (e.g. Google forms), but would prefer to have it all on a common platform.
Thanks @ericr the feedback is incredibly helpful. We've designed 9 initial templates to gather feedback from sellers to see when or why they would use a contract with Square and what they're looking for from a contract service. Based on your description, would you mind taking a look at our Catering Service Agreement and let us know what you think?
I recognize that we don't currently have an easy solution for embedding an image nor do we currently support e-signature integrations (all things we're looking into building in future iterations) but as far as content included, we would love to hear your thoughts.
To take a look at the other templates we currently have available, also please visit our Support Article and let us know what you think!
I second this motion! We have a bike rental and repair shop, and have our customers sign a rental agreement or service agreement for each transaction. It would be great if we could have them sign each agreement on the POS or when we send them the invoice. We currently have the ability to attach a PDF file to the invoices but that's it.
Ideally, when the customer comes in to the shop to rent a bike they could sign the agreement, pay for the bike, and receive a copy of both the agreement and reciept for payment in whichever method they select at checkout.
Me too! Looking for an esign capability for contracts so I can easily send a link to my contractors and they can sign and it's automatically in the system!
Any word on when this may be a thing?
I’m really hoping so. I use square for most stuff. Glad they just made appointments free. Even though it happened literally two weeks after I switch because of the cost. 😂 still looking for this. But I’ve adapted to using the current method for contract and it’s working okay!
That's a great workaround, thanks for sharing that. As a quick follow up, we're doing additional insight work into how our sellers are finding the utility / value proposition of the product to date. You've been incredibly helpful so far, would you have time to speak further (15-20 minutes) on a call?
I’d love to have a convo with you about how square works, and what I feel are some of the shortcomings with the system. Do you have time on Friday to chat?!
Hi! I also completely agree with Ashlee, if there is a way to create the contract templates so they can be digitally signed that would be awesome. My client is a hairdresser who already uses Square and she would like to create a contract stating if they don’t like the color they chose they still have to pay for what they don’t like and correction or if they miss too many appointments they have to pay a fee.