New agreement

1 · Agreement

Agreement no. DateEmpty = blank line to write by hand Place Title Currency Subtitle

2 · Client

Anything you leave empty prints as a blank line, so the client can fill it in by hand.

Business name * Business type Represented by (owner) Designation Phone / WhatsApp Email NID no. Trade licence no. (optional)

Address label Address 2nd address label (optional) 2nd address

3 · Services

Tick what this client is buying. Each one adds its own section to the agreement.

4 · Project details

Website

Pages (up to) (optional) Technology

Admin dashboard Google Analytics + Meta Pixel Microsoft Clarity Portfolio image protection Budget estimator

Domain & hosting Years included

Website goals (one per line) Content sections (one per line, "Name: description")

Logo & branding

Branding items (one per line)

Digital marketing

Programme length (days) Channels we set up Platforms we post on

Meta ads budget (paid by the client)

Budget per month Budget currency Number of months

Timeline & support

Project start dateEmpty = blank line Delivery within (days) Client feedback within (days) Free revision rounds Free support (months)

5 · Fees & payment

Project total

Split it:

PaymentAmount×When it is due

Payment methods

Show methods as Total row label

6 · Clauses

Every section is pre-written and updates itself from steps 2–5. Switch a section off to leave it out, or open it to change the wording for this client only.

7 · Print & signatures

WebCrest letterheadLogo, address and trade licence on every page. For printing on normal paper or sending as a PDF. Stamp paperPage 1 starts lower so the printed stamp stays clear. Usually a Tk 300 non-judicial stamp, Legal size.

Paper size Blank space on top of page 1 (inches) Colour theme

Letterhead on pages 2 and after Print my saved signature (Settings) Add 2 witness boxes

New invoice

Invoice details

Invoice no. Invoice date Due date Currency Project / reference

Bill to (client)

Client name * Company / designation Phone E-mail Address

Items & services

DescriptionQtyUnit priceAmount

Discount, tax & payment

Discount Discount type Advance / paid Tax label Tax rate (%) Payment method

Notes & terms Notes (optional) Terms & conditions

New money receipt

Receipt details

Receipt no. Date Currency

Received from

Name * Company / designation Phone E-mail Address

Payment

Amount received * Paid via Transaction ID / cheque no. Purpose Next payment due

Against invoice (optional)

Invoice no. Invoice total Previously paid

Choosing a saved invoice fills the total and what's already been paid, so the balance comes out right.

Notes Notes (optional)

History

Import backup

Number	Client	Date	Amount	Status

Saved in this browser. Export a backup now and then, or to move your data to another device.

Agency settings

Agency

Agency name Tagline (under logo) Phone Phone line 2 Address Address line 2 E-mail Website

Agreements

Printed in the letterhead and in "The Parties" section of every agreement.

Office address — line 1 Office address — line 2 Trade licence no. WhatsApp Signs agreements as (name) Designation Signer's NID no. Default place of signing Agreement prefix Default colour theme

Payment details (printed on invoices)

Bank name Account name Account no. Branch Routing no. SWIFT bKash / Nagad (merchant) Default payment method text

Signature

Signatory name Signatory title

Upload signature (PNG/JPG)

Defaults

Invoice prefix Receipt prefix Default currency Default tax label Default tax rate (%) Thank-you line

Default terms & conditions Money receipt footnote