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Preliminary Agreement Form

Preliminary Agreement Form

Regular price $79.00 AUD
Regular price Sale price $79.00 AUD
Sale Sold out

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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VS.

WINS 8 OUT OF 10 ESTIMATES

CONVERTS 1–3 OUT OF 10 QUOTES

SET UP AND READY IN MINUTES

TAKES HOURS TO BUILD MANUALLY

CUSTOM PAGES WITH YOUR BRANDING

NO BRANDING OR VISUAL APPEAL

DESIGNED TO IMPRESS AND WIN MORE PROJECTS

EASY TO OVERLOOK OR IGNORE

What Builders And Trades Are Saying ⤵️

Questions? We’ve Got Answers.

1. Can I Reuse the Templates for Every Job I Do?

Yes. Once you buy a template, it's yours to keep forever.

You can edit it and reuse it across as many projects as you like with no restrictions.

2. Is the Content Already Filled In or Do I Start from Scratch?

Every template comes fully pre-filled with real text and professional imagery.

You can update it with your own photos and wording, or even delete and add pages to suit your businesses needs.

3. What If I’m Not Good with Tech?

No worries, most our customers struggle with computers too.

Our templates are designed to be used in Canva, which is beginner friendly and works in your browser. All templates also include a setup video!

You don’t need any design experience. If you can drag and drop, you’re good to go.

4. Will This Work for My Business?

Yes! We offer a range of templates for builders, contractors, and tradesmen, covering over 15 different trade types!

Each one is fully editable, so you can customise it to suit your exact business and workflow.

5. How Fast Can I Start Using the Templates After Buying?

Straight away!

As soon as your purchase is complete, you’ll get instant access to the links and can start editing right away.

No waiting around here!

6. How Can Your Templates Boost My Job Win Rates by 70%?

Having reviewed over 10,000 quotes as a builder, I know exactly what makes clients hesitate, and exactly what gets them to say “yes.”

Most quotes are messy, unprofessional, and poorly written. Our templates are designed to showcase your work clearly and professionally, building instant trust. That trust wins jobs, helping you stand out and win up to 70% more work.

7. Will These Templates Actually Help Me Win More Work?

Absolutely.

When your proposals and docs look this good, clients can’t help but take you seriously. It’s all about making a killer first impression, and these templates do just that.

They show you’re professional, organised, and the kind of person they can trust to get the job done.

8. What Comes with My Purchase?

Everything you need is included in the sale.

You’ll get customisable templates, easy to follow instructions, and tips to make sure your docs look perfect.

If you get stuck, our team is just a message away to help you sort it out.

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