Building agreements
How a quote turns into a contract that says the right things — and why you only have to set that up once.
Most contract tools ask you to keep a folder of Word documents and pick the right one. HootQuill works the other way round: what you sold decides what the agreement says.
Three pieces make that work, and they are worth reading in order. Your catalog holds what you charge for, grouped into services. Your templates hold the wording, with each service owning the sections that describe it. And when you send, you choose whether you are asking for a signature or just a yes.
Set up once, the effect is that selling somebody hosting puts your hosting terms in their contract and leaves your on-site support terms out of it — without anybody remembering to do that.
- Catalog, services and discountsItems are what you charge for. Services are what you promise. Keeping them apart is what lets a contract write itself.
- Templates and clausesWrite your terms once. Conditional clauses appear only when the quote actually sold the thing they describe.
- Approval or signatureThe choice you make when you send, what each one is worth if it is ever questioned, and what it costs against your plan.
Something here wrong or missing? Tell us — a page that confused you will confuse the next person too.