Quote-Invoice-Contract-Credit Card Authorization Form
Instant Download
“With increasing competition from many new security contractors, potential clients turn their attention to budget and the ease of obtaining their requested services. Business processes evolve in response to customer, industry and market demands; in that, clients are searching for companies in the search engines, gathering quotes and presenting them to their managers for a hiring/contract decision.
A recent client of mine told me that she made the decision to hire my company based upon the fact that I responded immediately with a quote and my paperwork was squared away. In one email, she was able to receive my quote, sign my contract and provide a credit card authorization to move forward with my services. The entire process took less than 5 minutes.
Do you also need an SOP Manual and Security Services Contract? Check out our Security Business in a Box for big savings on everything we’ve ever created!
With our new “All in One” Quote-Invoice-Contract-Credit Card Authorization Form”, you are streamlining the process of providing a quote and giving the client the ability to hire your company on the spot.
Purchase our editable “All in One” Quote-Invoice-Contract-Credit Card Authorization Form, edit it to your specifications, and watch your conversion rate from quote to contract significantly increase. You’ll spend less time on paperwork while enabling optimal productivity in your current sales strategy.”
Mike Evans
Founder of startasecuritycompany.com and CEO of USPA Nationwide Security
Our “All in One” Quote-Invoice-Contract-Credit Card Authorization Form includes a security services contract template that has been instrumental in limiting liability and providing a specific binding agreement for potential buyers and our clientele. Simply put, if you haven’t completed a legal studies program for paralegals or obtained your Juris Doctorate, leave this incredibly important legal document to the professionals.
Quote-Invoice-Contract-Credit Card Authorization Form Includes:
-
Quote
Credit card authorization
Legal language for a binding contract
Services to client
Service restrictions
Service protective language
Payment and invoicing terms
Invoicing and late charges
Service retainer charges
Changes
Standard of care
Insolvency and adequate assurances
Notice
Assignments
Disputes
Severability
Non-Solicitation of Employees
Force Majeure
Term and termination
Exhibit A
Security Service Contract Excerpt:
1 SERVICES
1.a Services to Client: Your Company shall provide the following (“Services”) to Client only: The protection of the client’s property or life (strike one if it does not apply) within the established area(s) listed in the task order attached hereto and made a part hereof this agreement, not including adjacent property, sidewalks, streets, wooded areas, residences, establishments, or businesses or other areas not specifically indicated in this agreement. The designated areas shall be listed in an attached Task Order. The terms “protection of property”, or “Protection of Life” shall in no way be construed to suggest that Your Company is responsible for incidents that occur, which upon acting in good faith, our security guard or sub-contractor performs his or her duties as outlined in this contract and according to Your Company General Orders, and the incident occurs as a result of an unforeseen circumstance, or upon the reliance by a third party, not covered by this agreement, that Your Company is responsible for the protection of his or her life or property or any other duties contained in this agreement to the client. Your Company employees and sub-contractors will not perform any duties not contracted for. Further that this agreement is solely for the mutual benefit of the parties who enter into it. Nothing shall be construed to suggest that Your Company, its employees, agents, or security guards are compelled, required, contracted, or willing to protect the life or lives or property of persons unless specifically listed in this agreement.
What is inside
A combined quote, invoice, short-form contract and credit card authorisation on a single document — for jobs too small to justify the full contract.
- Quote section with itemised services and rates
- Invoice section with payment terms and due date
- Short-form contract terms
- Credit card authorisation block
- Billing address and cardholder signature
- Fillable PDF version for completing on site
Who it is for
- Companies quoting one-off or short-notice work
- Firms taking card payment on site or over the phone
- Owners who want a single page instead of a quote, a contract and an invoice
- Anyone doing special-event or temporary coverage
How to make it yours
Every place your business details belong is marked with a bracketed token — [YOUR COMPANY NAME], [YOUR ADDRESS], [YOUR PHONE] and so on. The fillable PDF version can be completed on a phone or tablet at the client's site and saved from your PDF viewer.
What it is not
It is not a substitute for the full services contract on ongoing work. For a recurring client at a fixed site, the master contract with a task order is the right document.
Questions
- Can a client pay by card with this?
- It includes a credit card authorisation block with cardholder details and signature. Processing the payment itself is done through whatever merchant service you use.
- Is it fillable?
- Yes — a fillable PDF as well as the editable Word version, so it can be completed on site.
- Is the contract section binding?
- It contains short-form terms intended for small jobs. For ongoing work the full services contract is the appropriate document. Have an attorney review either before use.
- Can I use it as just an invoice?
- Yes. The sections are separate, so any you do not need can be deleted.
Professionally prepared templates, not legal advice. Requirements vary by state — have an attorney review before use.
