Agree what's not included before the client asks
Write down what the price relies on, what it leaves out and what could go wrong, from your own templates.
Scope creep starts with silence
The awkward conversation usually starts with “I thought that was included”. By then the work’s under way and nobody wants to argue.
Assumptions are what your price relies on. Exclusions are what it doesn’t cover. A risk register lists what could go wrong.
Writing them down up front turns an argument into a reference.
The small print, done properly
Agreed before the work starts, not argued about after.
Assumptions and exclusions from templates
Build lists your client reads and can comment on, line by line. Start from your own templates and drag the items into order.
A risk register for your team
Give each risk a likelihood and an impact, and Rofinery sorts them by severity. The risk register stays internal. It never appears on your client's page.
Terms your client accepts
Add terms and conditions from templates. Rofinery records who last edited them, and your client ticks to accept them when they sign.
The details
How the small print works.
Comments on each line
Clients can comment on any single assumption, exclusion or term
Ready-to-share check
See at a glance whether assumptions, exclusions or terms are missing before you send
A prompt on approval
Approving a proposal with missing sections asks you to confirm first
Locked on approval
Assumptions and exclusions can't change once the proposal is approved
Your own templates
Save your usual assumptions, exclusions, risks and terms as templates
Risks stay current
Keep the risk register up to date after approval
Questions about assumptions and risks
No. Your client's page shows assumptions, exclusions and terms. Risks stay with your team.
A title, a likelihood and an impact. Rofinery sorts risks by how serious they are.
Yes. They can comment on any single assumption, exclusion or term, and you reply in the same thread.
Put the small print where it belongs
Or see how this fits with the rest of your proposal.