Frequently Asked Questions

In what file format are the forms?

The forms are in Microsoft Word format and can be opened by any modern version of Word, or by Open Office. You’ll download a zip file which contains all the files. You can then open them one by one for editing.

There are 2 exceptions: two of the forms are in simple HTML format. These are designed to be used as Google Docs or placed on a server on the Internet so that you can easily access them many times during the work day.

Are these digital forms, allowing me to collect data and input it into the software I use to manage customers?

No, they are not. They are Microsoft Word and HTML documents. This little system is based upon the simplest technology I could find to keep track of a freelance or very small web development business, and I have never found it necessary to collect all new inquiries, estimate requests, etc. into a single database, as some web developers do.

My system uses a combination of documents which can be printed and used for making notations in the office (Long Questionnaire, Estimate Worksheet, Work Log), documents which can be provided to the client to sign, fill out, or just for reference (Short Questionnaire, Web Development Contract, Finding Photos on iStockPhoto) , and documents which can be kept in Google Docs or another convenient online location for your own reference (Website Info Sheet, My Websites Sheet, Going Live Checklist).

Who wrote and compiled the forms?

I did. My name is Patty Ayers. I have been designing and producing web sites professionally for fourteen years. Mine is a small company, and our clients are small companies. Because of this, the documents that make up WordPress Freelancer Forms are geared specifically for this type of work. Most WPFF customers are freelancers, some part-time, or companies of only one or two. Because I’ve been completely immersed in this type of work for years, and have succeeded at it, I felt that the forms I use to work with clients and to organize my office would be helpful to others like me.

I’m looking for documents which are graphically fancy and elaborate, so that I can impress my corporate clients. Does that describe these forms?

No, not really. They are attractively and neatly formatted, but are simple in style. If you want to wow your clients with colorful visual impact, you may need to add styling to these documents. But I personally have never used anything more elaborate, even with my biggest clients, so I consider them more than acceptable.

The point of these documents is their content. I believe that, because I’ve spent years finding ways to organize my business, the forms I use will be useful to others who do the same type of work.

Were the Contracts approved by a lawyer?

The fact is, there really can be no such thing as a single contract template being “approved by a lawyer”. Laws governing contracts vary widely from one state to another within the U.S., and certainly from one country to another, and business scenarios can vary widely; it is unlikely that any attorney would be willing to declare a sample contract fit for use in every situation.

We use this form ourselves, and think of it primarily as a good-faith agreement between the two parties. In other words, it is designed to help ensure that the client and my company understand one another in regard to what the responsibilities of each will be. My aim is always to correct any misunderstandings before the project even begins.

And in fact, in small-scale business, a clear, basic written agreement is the best insurance against legal troubles. Most designer-client disputes are the result of having had no written agreement and consequently having unspoken, differing expectations about the responsibilities of each party.

The sample contracts we provide are intended to be a starting point, and should be adjusted as needed for your own use. If you have concerns about the legality of a written agreement you are making with a client, or concerns about whether certain issues are covered by this sample contract, please obtain the advice of an attorney.

What are the Terms of Use?

Please see this page.

What is your refund policy?

Sorry, but all sales are final. If you feel that you have a special/unusual situation, please email us with your refund request. No refunds whatsoever will be made beyond 3 days from purchase date.

What types of payment do you accept?

We accept VISA, MasterCard, Discover or American Express via PayPal, or payment directly from your PayPal account. If you don’t have a PayPal account, you can pay by credit card from within PayPal. These options will be on the first screen you see after clicking the Buy button.

Can I pay by check?

We’re sorry, but we’re unable to accept paper checks as payment.

What is your upgrade policy?

We periodically edit and improve the WordPress Freelancer Forms, and your purchase entitles you to all future upgrades.

What if I lose the forms through a hard drive crash or for some other reason?

If you can show proof of purchase, we would be glad to re-send you the zip file.