Contract Types

Readybuild provides five contract types to cover different stages and scenarios in your project lifecycle. Each type serves a specific purpose and triggers different system behaviors when signed.

Quick Comparison

Contract Type	Purpose	When to Use	What Happens When Signed
Project Proposal	Main contract for selling project work	Presenting final pricing to customer	Estimate locks (production), project marked sold, invoices created, workflows trigger
Design Services	Design phase agreements	Signing customer for design work before production contract	Estimate locks (design phase only), no invoices, project not marked sold
Deposit Agreement	Early commitment/deposit collection	Secure customer commitment early in sales process	Deposit invoice created, no estimate locking, project not marked sold
Change Order	Scope modifications	After original contract when scope changes	Change estimate locks, sold amount updates, additional invoices created
Custom	Company-specific agreements	Special agreements outside standard types	Behavior varies by company configuration

Which Contract Type Should I Use?

Use this guide to select the right contract type for your situation:

• Starting a new project with full scope? → Project Proposal
• Design-build project, selling design phase first? → Design Services
• Customer wants to commit but not ready for full contract? → Deposit Agreement
• Original contract signed, now scope is changing? → Change Order
• Special situation not covered above? → Custom (if configured)

Contract Type Details

Select a contract type to learn more about when to use it, what happens when it's signed, and what system fields are available:

• Project Proposal - Your primary contract for selling complete project work
• Design Services - For design-build projects selling design phase first
• Deposit Agreement - Collect deposits and secure early commitment
• Change Order - Handle scope modifications after original contract
• Custom - Company-specific contract types