Customer Agreement

Customer agreement: what should it contain?

A customer agreement is a legally binding agreement between a business and a customer. In a customer agreement, one will typically find information about services or products to be provided, pricing, payment terms, warranties and limitations of liability. In addition, there would like to be information about the responsibilities and obligations of both parties under the agreement. It is important to make sure that the customer agreement is well thought out and covers all important areas in order to avoid any misunderstandings or disputes later.

Professional setup and easy entry

A professionally designed customer agreement can help create trust between the parties and ensure that everyone understands what is expected of them. It is therefore not recommended to enter into agreements via text messages, e-mail dialogues or verbally, as this can give a bad impression of the company and create uncertainty in the aftermath should a disagreement arise if what has been delivered is in accordance with what was agreed. With an essigning system such as dealbuilder, one can easily conclude customer agreements in a professional and efficient manner, while saving time and reducing the risk of errors.

Templates and customization of agreements

Dealbuilder makes it easy to set up customer contracts as templates, allowing one to pick up the right template, tweak a bit on the content, and then have it electronically signed. Dealbuilder also has its own fields for entering agreement texts, terms and standard PDFs that can be attached. This makes it easy to adapt appointments to individual customer needs and work more efficiently, while ensuring a professional appearance to new and existing customers.

Efficient and versatile

Dealbuilder is not just an esigning system, but a versatile deal management platform that can be integrated with, among other things, CRM systems or other systems that your company uses on a daily basis. You can also send appointments by email and SMS, save appointments in the archive, and use features such as notifications, reminders and checklists to make the appointment process even more efficient.

Summarized

In short, dealbuilder is a complete solution for concluding and managing customer deals in a professional, efficient and secure manner. With the ability to customize templates and integrate the system with other tools, one can easily customize dealbuilder to individual needs and desires of the enterprise.