SOP Templates > Painting > Sales > Contract Creation & Execution

Contract Creation & Execution for Painting

The Contract Creation & Execution process supports painting contractors by standardizing how agreements are drafted and signed with clients. It includes outlining project details, surface preparation, materials, labor, and timelines in a clear format. By using this workflow, painting companies improve accuracy, reduce misunderstandings, and build a professional reputation. Clients benefit from transparency and reliable communication, while sales teams gain efficiency and accountability. Standardized contracts also protect profitability by ensuring expectations are properly set upfront. With this process in place, painting contractors can improve close rates, build stronger client trust, and grow their businesses sustainably.

Review approved proposal details

Choose appropriate contract template (lump sum, T&M, etc.)

Fill in project-specific information (scope, price, schedule, terms)

Include payment schedule and any milestone requirements

Add necessary legal language (warranties, change order terms, etc.)

Attach supporting documents (insurance, licenses, drawings, etc.)

Internally review contract for accuracy and completeness

Send draft to client for review

Answer any client questions or requested changes

Make revisions if needed and resend for approval

Send final contract for signature (electronic or in-person)

Confirm contract is signed by both parties

Save and file fully executed contract in project records

Notify internal team that contract is complete and project can begin