Product / Sales Agreements

From handshake to signed.
In minutes, not weeks.

Generate branded sales agreements from your quote in one click. Send them by text or email. Collect signatures, initials, and deposits on a phone, no app to download. Legally binding, audit-logged, ESIGN compliant.

CedarWorks LLC
Outdoor Living Specialists
#SA-1142
May 19, 2026

Sales Agreement & Scope of Work

CEDAR PERGOLA · 14×16 · HEATED · DIMMABLE LIGHTING
Client
Robert & Diane Henderson
Project address
428 Skyline Dr · Mill Valley, CA 94941
Start date
May 28, 2026
Estimated completion
June 26, 2026

Scope of Work

DESCRIPTION QTY PRICE TOTAL
Structural framing · pressure-treated 1 $18,400 $18,400
Cedar planking · stained & sealed 1 $12,200 $12,200
Infrared heaters · ceiling-mounted 2 $3,400 $6,800
Dimmable LED lighting package 1 $4,200 $4,200
Install · finish · cleanup · permit 1 $6,600 $6,600
Total contract value $48,200

Terms · payment schedule

30% deposit due upon signature · 40% upon framing complete · 30% balance at final walkthrough. 1-year structural warranty included.

✓ Signed
Client signature
Robert Henderson
R. HENDERSON 05/19 · 2:14 PM
Awaiting
Contractor signature
Rosa Vega
CEDARWORKS · OWNER
9:41
CedarWorks
SECURE SIGNING
Sign your agreement
Henderson family pergola · $48,200 total. By signing, you agree to the scope and terms above.
Robert Henderson
DRAW TYPE UPLOAD
Sign & pay 30% deposit
SECURED · ESIGN ACT COMPLIANT · 256-BIT
SMS sent to client
SIGNING LINK · 12 SEC
$14,460 deposit received
VIA STRIPE · 2 MIN AGO
HOW IT WORKS

Five steps. Forty-eight seconds.

From the moment a quote is approved to a signed, deposited, audit-logged contract sitting in your records.

STEP 01

Pick a template

Industry-specific templates for pergola, landscape, kitchen, construction. Or start from your own.

12 BUILT-IN
STEP 02

AI auto-fills

Client details, scope, line items, dates, terms — pulled from your quote and project record automatically.

~6 SECONDS
STEP 03

Send by SMS or email

One-click delivery. Branded, mobile-first. No client login, no app to download.

SMS · EMAIL · PORTAL
STEP 04

Client signs + pays

Draw, type or upload a signature. Pay the deposit in the same flow. Stripe-secured.

AVG · 90 SECONDS
STEP 05

Stored + audit-logged

Final PDF stored with hash, every event timestamped with IP. Project auto-advances to build.

SOC 2 · ESIGN · UETA
TEMPLATES

A starting point for every kind of deal.

Customize once with your brand, terms, and warranty language — re-used forever. Or start from a blank doc; AI will help.

Pergola Build Agreement
Cedar & aluminum builds, includes warranty + permit language.
USED 142× 6 PAGES
Outdoor Kitchen Contract
Multi-trade, appliance schedule, change-order rider built-in.
USED 88× 8 PAGES
Landscape Maintenance Contract
Recurring monthly billing, season schedule, auto-renewal clause.
USED 312× 4 PAGES
Construction Master Agreement
Subcontractor schedule, draw payments, lien releases, RFI process.
USED 64× 14 PAGES
Kitchen & Cabinet Order
Spec sheet, finish samples, revision allowance, install schedule.
USED 96× 6 PAGES
Start from blank
AI will help
Build your own
Describe the contract, paste a paragraph of context, AI assembles a draft.
POWERED BY AI
WHAT'S INSIDE

Built for the real way
contracts get signed.

DocuSign is for white-collar back-offices. ByPlan Agreements is for someone signing a $48k pergola contract on their phone while standing in the backyard.

E-signature, three ways

Draw with a finger, type and pick a font, or upload an image. Initials capture the same way. Works on any device, no login required.

Robert Henderson
DRAWN · 06:47

Court-ready audit trail

Every event — view, scroll, sign, pay — timestamped with IP, device, geolocation. Tamper-evident hash on every PDF.

1 SMS delivered +1 415 ··· 0142 2:14:08 PM
2 Opened 73.92.xx.xx 2:14:42 PM
3 Scrolled to terms iOS · Safari 2:15:18 PM
4 Signed Mill Valley, CA 2:16:02 PM
5 Deposit paid · $14,460 STRIPE · pi_3OnX 2:16:24 PM

Collect the deposit at signing

Stripe-secured ACH or card, scheduled payments, optional Affirm or financing. Money in the bank before the crew rolls.

Contract total$48,200
Deposit (30%)$14,460
Pay now$14,460
Pay with card or bank
VISA MC AMEX ACH AFFIRM

Multi-party signing & change orders

Co-signers, spouses, GC + subs. Set the order, who initials what, who approves change orders. Reminders auto-fire.

RH
Robert Henderson
CLIENT · OWNER
✓ Signed
DH
Diane Henderson
CO-SIGNER · SPOUSE
Signing now
RV
Rosa Vega
CONTRACTOR · OWNER
Awaiting
LEGAL & COMPLIANCE

Holds up in court.
Stays out of court.

ByPlan signatures are legally binding under the U.S. ESIGN Act and UETA, plus EU eIDAS for international clients. Every contract carries a tamper-evident hash and a full audit trail you can hand straight to your attorney.

SOC 2 Type II audited. AES-256 encryption at rest and in transit. GDPR & CCPA compliant. Data lives in U.S. or EU regions, your choice.

ESIGN
U.S. Federal
UETA
48 U.S. States
eIDAS
EU compliant
SOC 2
Type II audited
GDPR
EU-ready
AES-256
At rest + transit

Sign deals before
the client cools off.

Bring a recent quote to the demo — we'll generate an agreement and a signing link on the spot. You can decide later whether to send it.