This contract document is also included in the discounted Proposal Kit Professional bundle. Order and download for $199.
A more verbose version of the Engagement Letter with more details outlining expectations and billing practices. This version is very useful when you need to outline more precisely what the client can expect from your services and what will be billed for.
Document Length: 4 Pages
Business proposal example Proposal Kit

has helped our company produce professional looking contracts which in turn has increased our customer base. Once we have entered our clients details it is so easy to produce pre contract agreements and all the other documents/contracts that our company needs."

Tony Lewis
Company Director
Barnes-Lewis Consultants, Ltd.
The actual document is delivered in the retail products as an editable template.
Produced by:
Proposal Kit
Category:
Software > Computer Software > Business & Productivity Software
Price:
$199 USD
 
 
Proposal Kit reviews4.9 stars, based on over 700 reviews
Alternate documents are those which may be used instead of this document depending on your situation. Alternate documents may be better suited for different size projects, more specialized projects, variations on rights, etc.

Alternate Documents:
Related documents may be used in conjunction with this document depending on your situation. Many related documents are intended for use as part of a contract management system.

Related Documents:
Engagement Welcome Letter (Verbose)
Disclaimers: Proposal Kit, Inc. makes no warranty and accepts no responsibility for suitability of any materials to licensees business. Proposal Kit, Inc. assumes no responsibility or liability for errors or inaccuracies. Licensee accepts all responsibility for results obtained. Information included is not legal advice. Use of any supplied materials constitutes acceptance and understanding of these disclaimers.

How to write my Engagement Welcome Letter (Verbose) document

company name address address city state or province zip or postal code BILLING PRACTICES WELCOME LETTER company name is full service Insert description here firm. This letter is designed to help you understand how we offer our services and to communicate our standard billing practices and procedures. What We Offer

We sell our time. The time we spend providing services that you need. Specifically we provide. Insert services here When our services result in Insert description of result here you are not purchasing the end result work product or other tangible asset you are paying for our time and expertise to produce this for you in its many forms. How We Determine Our Rates Your bill will be based upon the time spent by company name staff member performing services for you at his or her hourly billing rate. Effective effective date our hourly rates for services will be no higher than hourly rate. It is company names policy to have as much as possible of your work performed by the most capable person at the lowest billing rate. Please note that there may be some times when more experienced staff may be required to assist or review work performed by lower billing employees or perform tasks normally reserved for lower billing employees due to time constraints or client needs. What Our Rates Include Our billing rates are set based upon the knowledge and the degree of skill required for providing our range of services. Compensating attracting and retaining highly skilled employees requires commitment of resources technology education and infrastructure. Our rates reflect that as opposed to individuals and freelancers we are full time full service firm who make ourselves and all our employees highly available to our clients. Billing for Email and Phone Calls We encourage our clients to communicate with us any time they feel the need. We also understand that clients may be hesitant to do so if it will result in bill from us for every communication.

The service that we provide is our time and that does include email and phone calls. The general rule for email and phone calls is fairly straightforward to understand. If an email or phone call is short typically five minutes or less and doesnt require additional work or research to be performed no bill will be sent. Please note that we may keep track of the time and bill for it later. Occasional email and phone calls will never have significant effect on your billing. Numerous emails and phone calls will always be reflected in our billing. We do not charge for time spent drafting quotes or discussing new projects except in the case where we are performing feasibility studies or evaluations in order to provide you with consulting integration advice or plan for future development. Additional Fees or Expenses All licenses software bank fees gateway fees hosting fees or other third party fees are considered extra fees and are never included in our estimates or bids except as line items. While we may purchase these for you on your behalf and bill you later these costs are always considered to be in addition to any services we bill for. All clients located in state or province state may be subject to Insert tax rate here % tax on all software licenses stock photography templates or other materials.

How You Can Help Reduce Your Fees We never bill you for time you do not use. It helps us achieve high degree of trust with our clients to work this way. You know that you will only be billed for the exact time it takes to achieve your development and design goals and to provide the services you need. There are several things that greatly increase or decrease billings for clients. The specification description or scope of work that you provide to us. The complexity and organization of your project materials troubleshooting needed or situation to be studied. The amount of time you need to for training or learning various software programs and technologies you are not already familiar with. Specifications

The specification is the list of requirements you bring to us and is used to provide an initial estimate of cost. If you come to us with vague and generalized description of what you want your billing may be higher if we must constantly make changes as the project progresses. It is okay to be unsure of exactly what you want at the beginning of project so long as the time we spend helping you learn what you want is billed for. If you want to reduce this type of billing we encourage you to spend as much time as needed to thoroughly detail the projects you want us to work on before coming to us. We will always help you refine your needs and propose solutions or alternative ideas to reach your goals. Complexity Organization and Troubleshooting Troubleshooting is complex service. We cannot always control the complexity of your individual situation. When we are engaged to help you with troubleshooting or complex project it is important that we have organized information. This means you should deliver your access information to your domain web hosting email or other services to us in an organized fashion. Often clients do not have this information available when they come to us and then we must bill for the time we spend getting project organized and achieving even the most basic access to the clients files. We are happy to organize your information for you. However bear in mind that this will impact billing as we are providing service to you. We also are not responsible for how your third party systems need to be set up. This includes how you fulfill or ship your product as well as any APIs or technologies they may require. If you hand us 128 page integration guide for UPS World Ship Merchant Account Gateway or CRM program this will always result in higher bill as we work through previously unknown requirements.

Generally anything you have not decided upon or not provided to us when we make our initial estimate are considered to be extra costs and additional hours may be required. We will try to advise you of this at every opportunity. The Learning Curve We are not your employees. We cannot run your day to day business storefront or IT department; provide customer service; or be responsible for monitoring upgrading patching or otherwise fulfilling any part of your business responsibilities without Service Level Agreement SLA. If you use us to provide such services you will receive bills that are higher than you were originally quoted. Many clients come to us not fully understanding how much time they or their designated employee must invest into learning the various systems and technologies used to build their web sites ecommerce storefront or content management systems. We will always provide up to Insert amount of time here hours of in person our office phone or email training with any site or storefront we build and we provide links to any manuals or other documentation to help clients learn their systems. We cannot be responsible for how much of this training results in successful knowledge transfer. If you want us to build you web site or storefront but have no interest in knowing how it works then any tasks you request of us to maintain these sites will always result in additional fees. A few sample scenarios that result in additional billing are. * We train your staff member on your web site or application; you later designate another staff member to receive the same training. Or your employee leaves and we must train replacement. * We train your staff member on specific function or duty and are later requested to train them again.

* We must fix alter or edit your staff members work product. Estimates We give the best good faith estimate that we can manage based upon what we know of your project project goals specification and the sum of all communication you have had with us. This is still only an estimate and it is not fixed bid to take care of everything you may want or that may be required to complete your project or tasks. Unforeseen consequences requirements or other factors may affect the total number of hours required to complete your project or tasks. Billing Schedule Unless otherwise requested or agreed upon in writing we will bill you for hours within days of completion. In the case of ongoing projects we will always bill you on monthly basis regardless of whether project is completed or not. This is called progress billing. Payment is due upon receipt and Insert amount here service charge will be added to accounts that are more than days past due. If we have not heard from client in days or client has materials input feedback or other things that delay us from finishing project we reserve the right to bill for all outstanding hours whether the project is finished or not. Retainers We generally require retainer only in the case of troubleshooting or other special circumstances. If client wants us to be available at all times then retainer is always required. clients billing history with company name may also influence whether retainer is required or not.

company name believes that our services are priced fairly and provide good value considering we are full service firm with full time employees. We hope this guide helps you understand our billing practices and we look forward to working with you now and in the future. If you have any questions about any of this please contact us at phone number or mail address and we would be happy to discuss it with you. Sincerely first name last name job title

How to write my Non-Disclosure Form (Long Version) document (alternate or related contract document)

MUTUAL NONDISCLOSURE AGREEMENT This agreement does not require company customer arrangement rather you can substitute any two parties who wish to enter into mutual nondisclosure agreement in order to share information; do due diligence discovery or other intellectual property related activities. It does not bind either party to having to act on any plans discussions or other wise short of not disclosing such information. THIS AGREEMENT is made this current day day of current month current year by and between company name hereafter referred to as Company and company name hereafter referred to as Customer Each of the undersigned parties and the Company understands that both parties have desire to establish an employment consulting or other business relationship between the Company and the Customer. Each have disclosed or may disclose information and trade secrets relating to their business including but without limitation customer communications and customer lists computer programs technical drawings graphics and media files algorithms scripts know how formulas processes ideas inventions whether patentable or not schematics and other technical business financial customer and product development plans forecasts strategies business practices and information which to the extent previously presently or subsequently disclosed is hereinafter referred to as Proprietary Information. Proprietary Information also includes proprietary or confidential information of any third party who may disclose such information to either party in the course of the either parties business. The party who discloses Proprietary Information is hereinafter referred to as Disclosing Party and the party who receives this information is hereinafter referred to as Receiving Party. Agreements In consideration of the parties discussions and any access to Proprietary Information of either party both parties make the following agreements. a To hold all Proprietary Information disclosed by either party in the strictest of confidence and to take the same degree of care to protect such information as it does with its own Proprietary Information. No less than reasonable care shall be maintained by either party. b Shall be granted the use of Proprietary Information only within the scope and purpose for which it was disclosed; to be used only for the benefit of the Company; shall not exploit or permit to be used or exploited Proprietary Information for the benefit of the employee or the benefit of another without the express written permission of the Company.

c Not to disclose or use any such Proprietary Information or any information derived therefrom to any firm supplier business third party or other organization. d Not to reverse engineer tamper alter or copy any such Proprietary Information. e Not to export allow for export or distribute into the public domain any such Proprietary Information or product thereof. f That all records files letters memos faxes notebooks drawings sketches reports collateral program listings or other written audio magnetic video source or other tangible material containing Proprietary Information whether the author or not are exclusive property of the Disclosing Party and are entrusted to be used only to the benefit of this relationship and shall be made available by the Disclosing Party immediately upon request by the Disclosing Party. Upon request the Receiving Party shall turn over all Proprietary Information owned by the Disclosing Party and immediately surrender any and all records files letters memos faxes notebooks drawings sketches reports collateral program listings or other written audio magnetic video source or other tangible material containing any such Proprietary Information and any and all copies or extracts thereof. h That each provision herein shall be treated as separate and independent clause and the unenforceability of any one clause shall in no way impair the enforceability of any other clauses herein. Both parties also shall not disclose the Proprietary Information to those employees who do not have qualifiable need to know such information and in any event shall be liable for all improper disclosures by its employees.

Without grant of any right or license the parties agree that the foregoing shall not apply with respect to any Proprietary Information that either party can document as being a Made available or becomes generally available to the public through no improper action or inaction by either party or any agent consultant affiliate contractor or employee. b Disclosed to it by third party who did not owe duty of confidentiality. c In its possession or known by it without restriction prior to receipt from the other party. d Independently developed without use of any Proprietary Information by employees who have had no access to such information. Either party may make disclosures required by law or court order provided it uses diligent reasonable efforts to limit disclosure and to obtain confidential treatment or protective order and has allowed the Disclosing Party to participate in the proceeding. Either party shall immediately give notice to the other of any unauthorized use or disclosure of the others Proprietary Information by the party or its employees or agents. Both parties understand that nothing herein requires.

1 The disclosure of any Proprietary Information of the Disclosing Party or requires that either Party to proceed with any transaction or relationship. Both parties understand that except as otherwise agreed in writing that the Proprietary Information which it may receive concerning future plans is tentative and is not intended to represent contract of employment retainment nor does it constitute decision by either party concerning the implementation of such plans. Proprietary Information provided to either party hereunder does not represent commitment by either party to purchase or otherwise acquire any products or services from the other party. If either party desires to purchase or otherwise acquire any products or services from the other party the parties will execute separate written agreement to govern such transactions. 2 This agreement supersedes all prior agreements whether written or oral between both the Disclosing and Receiving Parties as relating to the subject matter of this agreement. This agreement may not be altered modified amended or discharged in whole or in part without the express written permission of both the Disclosing and Receiving Parties. Terms and Conditions 1. Communications. This Agreement shall govern all communications whether electronic written oral or other medium between the parties made during the term of this Agreement. 2. Termination.

This Agreement shall expire upon thirty days written notice by either party; provided however Receiving Partys obligations under the terms of this Agreement shall continue with respect to all Proprietary Information disclosed prior to the expiration of this Agreement. Both the Disclosing and Receiving Parties obligations shall survive the termination of his her employment and shall be binding upon all heirs executors administrators and legal representatives. 3. Remedy of Law. Both parties acknowledge and agree that due to the nature of the Proprietary Information there can be no adequate remedy of law for any breach of its obligations hereunder which breach may result in irreparable harm. Upon any such breach or any threat thereof the party disclosing the information shall be entitled to appropriate equitable relief in addition to whatever remedies it might have at law. In the event that any of the provisions of this Agreement shall be held by court to be overbroad as to scope such provision or provisions shall be limited or eliminated to the minimum extent necessary so that this Agreement shall otherwise remain compatible with the law as it shall appear. 4. General Provisions. 4 Governing Body. This Agreement shall be governed by and construed in accordance with the laws of the State of state or province. Exclusive jurisdiction and venue shall be in the county County state or province Superior Court. 4 Entire Agreement. This Agreement supersedes all prior discussions and writings and constitutes the entire agreement between the parties with respect to the subject matter hereof. The prevailing party in any action to enforce this Agreement shall be entitled to costs and attorneys fees.

4 Binding Effect. This Agreement shall be binding upon and inure to the benefit of Customer and Developers and their respective successors and assigns provided that Developers may not assign any of his obligations under this Agreement without Customers prior written consent. Each party represents and warrants that on the date first written above they are authorized to enter into this Agreement in entirety and duly bind their respective principals by their signature below. EXECUTED as of the date first written above. company name By signator authorized signature or signer.

Job title of signator authorized signature or signer. Date when the contact was signed company name By signator authorized signature or signer. Job title of signator authorized signature or signer. Date when the contact was signed Customer Initials Company Initials

How to write my Non-Disclosure Form (Short Version) document (alternate or related contract document)

company name address city state or province zip or postal code THIS AGREEMENT is made this current day day of current month current year by and between company name hereafter referred to as Company and company name hereafter referred to as Customer I agree that the information am requesting from the Company is confidential proprietary and may contain trade secrets. understand that it will be provided in confidence. agree not to disclose this information to any third parties and that my obligation of confidentiality shall extend for period of three years from the date of disclosure by the Company.

I will be under no obligation of non disclosure for any information which. a At the time of disclosure had been published or was otherwise in the public domain; b After disclosure is published or otherwise becomes part of the public domain through no fault on its behalf; or c Is or has been rightfully disclosed to it by party that has no obligation to the owner directly or indirectly with respect thereto to the extent that such third party disclosure is received without an obligation of confidentiality. Each party represents and warrants that on the date first written above they are authorized to enter into this Agreement in entirety and duly bind their respective principals by their signature below. EXECUTED as of the date first written above. company name By signator authorized signature or signer. Job title of signator authorized signature or signer.

Date when the contact was signed company name By signator authorized signature or signer. Job title of signator authorized signature or signer. Date when the contact was signed

A Document from Contract Pack

The editable Engagement Welcome Letter (Verbose) template - complete with the actual formatting and layout is available in the retail Contract Packs.
Proposal Kit on BBB
Proposal Kit
Proposal Kit on FaceBook
Create winning business proposals & contracts with minimal effort and cost. Downloadable proposal software, proposal templates, legal contracts and sample proposals.
© 1997 - 2018, Proposal Kit, Inc. All rights reserved.
Proposal Kit

Create winning business proposals & contracts with minimal effort and cost. Proposal software, proposal templates, legal contracts and sample proposals.