Secure commitment before diving into detailed pricing or documents Before you spend time quoting, drafting contracts, or preparing admin-heavy documents, this form helps you lock in a commitment from serious clients. It sets the tone for a professional process and ensures your early work is covered. This fully editable Preliminary Agreement Form clearly outlines the upfront fee, what’s included, and your terms. It makes it easier to get paid for early-stage work and filter out time wasters. What’s included? ✅ Payment Summary Table: Clearly shows the preliminary fee and lists what the cost covers, like estimating, contract preparation, admin time, and holding a place in your schedule. ✅ Exclusions and Conditions: Outlines what is not included and how changes are handled. ✅ Signature Fields: Includes space for both parties to sign and agree to the terms upfront. ✅ Unlimited Reuse + Filing: Use it across as many jobs as you like. Each page includes an ‘Office Use Only’ reference number so you can keep track of forms over time. ✅ Canva Editable: Fully customisable in the free version of Canva. Explore our range of forms: 👉🏼 Need different forms? We offer a full range of builders forms. Click here to browse the full collection.👉🏼 Want to keep your business forms consistent? Grab the Builders Forms Bundle and save 20%. Everything you need to set expectations early, get paid for your time, and move forward with confidence. *Since our products are digital, we are unable to offer refunds. Thank you for understanding that all sales are final.
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