Template · Real estate: sales and management
Document checklist: Approved building works
Who asks whom: The property manager to contractors
4 documentsFree
Free. You can change everything before sending.
The 4 documents to request
- QuoteDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- Ten-year liability insurance certificateDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- Company registration extract (Kbis)Less than 3 months old.Document or photo (PDF, JPG, PNG, HEIC, WebP)
- URSSAF compliance certificateDocument or photo (PDF, JPG, PNG, HEIC, WebP)
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 (approved building works)?
This template lists 4 documents: quote, ten-year liability insurance certificate, company registration extract (Kbis), URSSAF compliance certificate.
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?
Yes. The template is free, and so is the Free plan: one request at a time, 5 people, email reminders.
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Free. You can change everything before sending.
Updated on September 30, 2026