Get Your Digital Marketing Invoice Template for Legal Needs

Digital marketing invoice template for Legal

hey guys Jordan here today I'm gonna show you how to make econ tracks that you can send to any company all over the world may you can also take payments straight from these contracts on the run boot all of that today so we're going to jump on the Mac but before we do you know the drill even I'm getting bored of it like I can't subscribe tell a notification Belen let's get started with this video okay let's jump straight into this video so we're on the Mac today now very quickly why do you want to use an e and e contract over a physical contract pretty obvious but it's for when you cannot actually physically get to your potential client to sign them up so if you like signing up local businesses you're working with restaurants you're working with gyms and your local city it's easy for you to get on the train or get in your car and go see that business owner and put pen to paper but if you're working with international businesses maybe they're ecommerce businesses or they're just overseas or you can't be bothered to drive for them you can and send over electronic versions of your contract and whatever that may look like now these electronic contracts are fully legal and you can still squiggle on the dotted line I'm going to show you all of that today and I'm also going to show you how you can take your first client payment as well through these contract softwares so that's a little bit of a bonus there for you as well now I have played around with many different and contract software and what I find to be the most effective and easiest use is pandadoc so what you want to do is you want to go over to pandadoc dot-com okay now this is accessible on any web browser as far as I'm aware and they have a really nice online web app now I think it's like nine dollars a month but you can sign up for like a free month to try it out so I advise for you if you're looking to sign up clients and new contracts that need to be sent out ASAP just sign up for the free trial if you're signing clients up on it over a thousand pounds a month nine dollars a month is really not a lot to invest in in good contracts and having a secure place where you can store all of your contracts now diving straight into this I'll let you play around with the interface yourself to create your first contract which want to go go do is go on to the top right corner of your screen here and hit new document' once you're signed up to pandadoc and then you only gonna hit blank document this is because you're not going to have a contract at this stage and this is where you are going to create your first contract now I presume all of you guys will already have a paper contract of some sort a PDF that you print out and you read it per each client if you don't I think I always still have mine being able to you can download it for free I think on my website that's only gonna be for a very limited time only I wasn't meant to do that for this long so if you haven't got a physical contract already I'd advise for you to head over to my website and download it by the time locks you guys will be watching this video I would have already taken that down so you won't be able to download it for free and it'll only be accessible through my course but nevertheless what you want to do is you want to click open to content tab now what this is is I mean the way to look at this is like almost like a a Wix website builder it's that kind of setup it's very much drag-and-drop very very easy to use so what we want to do is we want to go onto text and what we want to do is we just want to copy and paste our whole contract and so I think I'm actually got one of mine here I think I've got a template somewhere social media Daigo proposal so this is my full proposal here and my full social media marketing proposal which is on my website at the moment I can't share this with you guys because and more pandadoc story doesn't allow you to actually share templates documents and but I have got a digital friendly version which is on my course at the moment but as you can see here we have my full contract and you can edit everything here you can change the tapes you can change the terms and conditions but what pandadoc allows you to do is create fields so you see here where we're actually signing the contract we have company name we have print name we have signature and we have the date now these are when you send this online document when you send this to your potential client they will only be able to edit these specific fields themselves okay and it will have a time stamp stating that your client has actually signed those themselves and it's coming from that IP address which ties it all in legally which is really really great and it just saves so much time from having to send over like a PDF document for them to print off and em to then put their signature in and scan it back to you this is so much more secure you can keep all of your documents in one place I'm just going to show you quickly how you can actually create at these fields so what I'll do is I'll actually just delete a few of these okay now let's just say you've got your your document here it's all copy and pasted in and you want to add your fields for your client to enter so you want to go over to blocks and then we've got fields here and you want to add a text field first of all for that company name and it's so so simple you're just going to drag that in there we're going to call that text field company name so this is where your client ends as they come with your name funny enough and we're going to have another text field we're going to come in and we are going to put that here for their print name print name and then we're going to have a signature which is field signature and this is where they're going to be able to literally just squiggle on the dotted line and then you can have date as well and so it's very easy and you can see how easy this this guy's okay and now when you have finished your contract you've got your full contract template and busan to here you have your exact fields that you want to use you can also take a payment from your client as well so what we want to do is we want to go back over to blocks that's where we found that initial text field where we copied all of the text from our contract and we only go straight down to payment now what this is going to do it's going to generate an invoice onto our a contract and what pandadoc will do is when the client signs this document they'll be prompted to pay this initial invoice and they won't be able to proceed unless they do so it's not all the hard work there for us what we want to do is we want to change the payment amount so we go to the right-hand side here and we put our amount so let's just say the first month service charge of one thousand five hundred pounds now you can do like a percentage off you can do payment plans things like that but we're going to keep it ultra simple today and we can also change the to box so we can taint a two to Joe Bloggs and let's say that logs restaurants limited personal message you don't have to put that but you can and fold social media service month one okay and that is this invoice complete now what we need to do now is we need to allocate this invoice to someone so we need to let pandadoc know that it's joe bloggs that needs to sign or pay that invoice and not us so we want to click on that invoice and we want to allocate it we want to choose a payer over here now we haven't got any recipients listed at the minute so we need to add one in and so let's add a new contact and we'll call him Joe Bloggs and let's just put my email address in there and hopefully it let us do this it won't flag anything up a contact already exists okay let's see everybody got a contact okay I've already made one before Joe Bloggs Jordan patna gmail.com okay and now what I will say that that is prompting pandadoc that is lesson handed up know that it is me that needs to pay that is joe bugs who need to pay that invoice and so we just want to go up to invoice and just make sure that joe bloggs is ticked there as the payer now what we also need to do is make sure that joe bloggs is accountable for these forms here these these forms that we created earlier so we want to click on company name and we want to allocate each one of these forms to joe bloggs okay you can see here it just as a sign of recipient to joe bloggs when you click on it it comes up for you mega-mega simple now what this is saying this whole document knows that joe bloggs need to signs all these forms and joe bloggs needs to pay this invoice it's getting a tongue-twister so we're finished now we have our contract made we have our first month's payment invoice setup so we just want to hit Send so let's just call this joe bloggs can call our contract name there and it's going to enable us to send an email to joe bloggs to let him know that we have his contract ready say hi Joe please find attached your contract and payment invoice thanks in advance Jordan okay send document perfect now that document has been sent let's quickly jump over onto my emails and I'll show you what it looks like on your clients end okay guys so this is the exact email that my client that Joe would have received then so all you're gonna have to do to sign this document is hit open the document dead dead simple and it's gonna bring them to the actual document and tell them what it is they actually need to do so they can read through to contract here go straight down and you can see straight away we have these big red forms here that they need to fill in so we have company name logs restaurants um that in fact I'm not even gonna bother filling all this in because you know how it works they can choose the date of today and click to sign they can draw their and their signature in they can type it in or they can upload it so let's just draw it and we're gonna hit accept and sign okay great now what we want to do is we want to finalize this document that's what they're going to do they're going to click down in the bottom right corner finalize document and then they are prompted to payment so we want to hit submit payment and they're going to have to put in their card details and it's as simple as that so we have just sent the exact same contract that we're normally sending to our potential new client they've been prompted for an invoice straight away they're now been prompted for their card details and as happy days we have the client signed up we have the first month's payment and we are good to get admin rights their social media pages and start working for them and that's in this video guys that is a brief understanding of how you can create an e contract I've been asked this question so many times recently so I wanted to make this this free video for you guys as I said I think that at this time at the moment you will be able to download my pdf version of my contract by my website by the time a lot of you guys be watching this it won't be available anymore it is something that is included in my course and I actually do now have a electronic friendly just a reformatted version in my course as well and so I hope you've got value from this guys if you have any questions at all drop them down below and of call share this video with someone else who will get value from it as well someone who's working with e-commerce clients or international clients and by the way you don't just have to do this for your clients you may have seen on my previous page I actually use electronic contacts for my virtual assistant and my outsources as well to secure myself and I even do it with payment plans with my course so yeah you can use this it's fully versatile software it's very very cheap so yeah that's the endless video guys I will be back again on Friday afternoon Cheers