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  • Engagement Form

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    Paul Metcalf
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    The document is a new customer engagement form for a business. It outlines the responsibilities of both the business and customer. The business will provide agreed upon products and services to a professional standard. Confidential information acquired during the engagement will not be disclosed without consent. The terms of trade, pricing estimates, and period of engagement are described. The customer must sign accepting the terms for the engagement to begin.

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    New Customer Engagement Form

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    The document is a new customer engagement form for a business. It outlines the responsibilities of both the business and customer. The business will provide agreed upon products and services to a professional standard. Confidential information acquired during the engagement will not be disclosed without consent. The terms of trade, pricing estimates, and period of engagement are described. The customer must sign accepting the terms for the engagement to begin.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    381 views1 page

    Engagement Form

    Uploaded by

    Paul Metcalf
    The document is a new customer engagement form for a business. It outlines the responsibilities of both the business and customer. The business will provide agreed upon products and services to a professional standard. Confidential information acquired during the engagement will not be disclosed without consent. The terms of trade, pricing estimates, and period of engagement are described. The customer must sign accepting the terms for the engagement to begin.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    of 1

    NEW CUSTOMER ENGAGEMENT FORM

    Thank you for your interest in becoming a customer of ours (“The Business”). It is our policy that a ‘New Customer
    Engagement Form’ is completed by all our new customers (“The Customer”) This form sets out our terms of
    engagement. Please read it and make sure you understand the scope of our engagement.
    If the terms of our engagement are acceptable, please sign below and return to our office. Please contact this office
    immediately if you do not understand, or wish to discuss, any aspect of the terms of this engagement.
    Customer Details:
    Name:_________________________________ Address:_______________________________________

    _______________________________________

    Phone:________________________________ Email:_________________________________________

    Website: (if applicable)_____________________________________________________________________

    ABN (if applicable):________________________________________________________________________

    Responsibilities
    The Business will ensure that all products/services are provided in accordance with agreed timeframe and to a
    professional standard.
    Period of Engagement
    This engagement will start upon acceptance of the terms of engagement by The Customer as noted by execution of
    this form.
    Confidentiality
    In conducting this engagement, information acquired by us in the course of the engagement is subject to strict
    confidentiality requirements. That information will not be disclosed by us to other parties except as required or allowed
    for by law, or with your express consent.
    Estimated Pricing
    Unless otherwise stated in writing, any estimates which we provide to you of our anticipated fees, disbursements and
    charges are only indicative of the amounts you can expect to be charged. Estimates are not quotes and are not
    binding on us.
    Terms of Trade
    Our terms of trade are ………………………………….. An itemised account of all charges, costs and disbursements
    will be provided on the invoice. Accounts overdue by………………….. days incur a 6% administration fee. If we incur
    any costs of collection, such as legal fees and collection agency fees etc., you agree to indemnify us for all such costs.
    Terms of trade must be agreed to prior to commencement of sales transactions between The Business and The
    Customer.
    Once you are satisfied with the terms of our engagement, would you please sign and date both copies of this form.
    One copy should be forwarded to us as evidence of your acceptance of the terms of our engagement. You should
    retain the other copy as your evidence of our engagement.
    We thank you for your interest in our business and we look forward to developing a strong relationship with you for
    many years to come.

    Yours Sincerely,
    ……………………………………. ……………………………………..(“The Business”)

    I/We, (“The Customer”), agree to all of the terms and conditions as noted in this letter.
    ……………………………….. (Authorised signature of customer to sign)
    ………………………………. (Printed name of authorised signature of customer).
    ………………………………. (Insert date of signing).

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