Protect the scope after the client says yes.

Keep the agreement and the revision process connected to the actual work.

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Brand Refresh - Engagement
Brand Refresh - Engagement - RocketCollab screenshot

Turn client and quote information into a clear contract.

Start from a template and use information already stored in RocketCollab. Define the revision allowance and signatories clearly so the scope is easier to refer back to later.

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Master Services Agreement
3 revision rounds2 signatories
Draft

Give client feedback a proper place to live.

Create formal revision rounds and send a secure review link. Clients can pin comments directly on images and leave timestamp comments on video, instead of sending vague notes across several chat threads.

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1
MS
“Love this direction, one small tweak”

Know when the included revisions are already used up.

RocketCollab tracks formal rounds against the allowance in the contract. Extra rounds are flagged as out of scope so your team has a clear record before more work is given away.

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Revision rounds used
3 of 3 rounds used
Round 4 requested
Out of scope

Keep the detailed work in the right tool.

For Figma, Google Docs, Sheets and other specialist tools, keep detailed commenting there. RocketCollab tracks the formal revision round, the scope and the overall engagement record.

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FigmaGoogle DocsSheetsRocketCollab

Clear limitation: contracts are not e-signatures.

RocketCollab stores structured signatory information, but it does not currently provide an electronic signature workflow.

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Not included yet
Electronic signature workflow
Product guardrail: RocketCollab does not currently provide e-signature. Extra revision rounds can be flagged as out of scope, but they are not automatically converted into invoice lines.