Template · Freelancers and professional services
Document checklist: Consulting project kickoff
Who asks whom: The consultant to the client
4 documents2 to signPremium
Included in the paid plans, or €2.90 once on the Free plan.
The 4 documents to request
- ProposalDocument or photo (PDF, JPG, PNG, HEIC, WebP) · To sign
- Non-disclosure agreement (NDA)Document or photo (PDF, JPG, PNG, HEIC, WebP) · Ready to sign
- Data access linkLink (web address)
- Who are the contacts for this project?Written answer
Documents to sign
- Proposal: To sign by hand, then send as a photo or PDF.
- Non-disclosure agreement (NDA): Document provided by Please Send It in your name, ready to sign: signed online with a paid plan, otherwise printed, signed and sent back.
How it works
- List the documents you need, and their format. With this template, the list is already done.
- Add the people. Everyone sends the same thing, or each their own.
- Set the deadline and how often to remind them. Done.
Everyone gets a personal link by email or text message. No account to create, no app to install: they snap their document with their phone. Invitations and reminders go out between 9 am and 7 pm (Paris time), never on Sundays or public holidays, and stop as soon as the person has sent everything.
Frequently asked questions
Which documents should you request (consulting project kickoff)?
This template lists 4 documents: proposal, non-disclosure agreement (NDA), data access link, who are the contacts for this project?. 2 of them must be signed.
Do the people need to create an account?
No. Everyone gets a personal upload link by email or text message, with no account to create and no app to install.
Can I change the list?
Yes. Before sending, you can add, remove or rename a document, and change its format or its instructions.
Is this template free?
This template includes a document ready to sign, provided by Please Send It. It is included in the paid plans, or costs €2.90 once on the Free plan.
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Updated on September 30, 2026