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Questions and answers

Straight answers. If yours isn’t here, send us a message.

Getting started

How does the free trial work?

You get 14 days free. You add a card to start, and nothing is charged until day 15. We email you on day 11 and day 13 so it’s never a surprise. Cancel before then and you pay nothing.

How do I cancel?

Billing → Manage subscription → Cancel. No call, no form. You keep full access until the end of the month you paid for.

Can my office manager log in too?

Yes. Invite as many people as you want from Settings → Team. Each person signs in with their own email. They can write change orders, send invoices and manage subs. Only the owner can change company settings, payments and the team.

Can I use my own change order terms?

Yes. Settings → Terms. PaperForeman starts you with plain default terms, clearly marked for your attorney to review. Whatever you save there prints on every change order.

Your clients and subs

Do my clients need an account?

No. They get an email with a link. They read, sign or pay on their phone or computer. No app, no password, nothing to download.

Are e-signatures legal?

Yes. In the U.S., the federal ESIGN Act and the UETA (adopted by almost every state) treat an electronic signature like a handwritten one for most business paperwork. PaperForeman records the signer’s consent, name, email, time, IP address and device, and seals the PDF with a SHA-256 fingerprint on a signature certificate. This isn’t legal advice: have your attorney review your change order terms.

My sub doesn’t use a computer. Will this work?

Yes. They get an email with a link and can upload a PDF or snap a photo of the certificate with their phone. PaperForeman reads the dates and limits off it for you to confirm.

What if a client just ignores it?

PaperForeman sends the reminders on schedule, then you see exactly who opened what and when. The dashboard keeps anything overdue in front of you until it’s handled.

Money

Do I have to use Stripe, or can I use my own payment link?

Your choice, per invoice. Connect Stripe in a few minutes (Settings → Payments) and clients pay by card or bank transfer right on the invoice. The money goes to your Stripe account and Stripe’s fees apply: about 2.9% + 30¢ for a card, 0.8% capped at $5 for a bank transfer. PaperForeman takes no cut. Or paste your own payment link, or show check and cash instructions. You can offer all three.

When is QuickBooks coming?

There’s no QuickBooks connection today, and we won’t promise a date. Every invoice and payment is in PaperForeman with a PDF you can download for your books. When a real connection ships, it will be listed here.

Your data

Is my data safe?

Every page runs over an encrypted connection, and your data and files are encrypted where they’re stored. Files open through short-lived private links. Each company only ever sees its own data. Card and bank details go straight to Stripe; PaperForeman never sees or stores them.

What happens to my data if I cancel?

Nothing gets deleted. When your paid time runs out, the account turns read-only: you can still sign in, look everything up and download your PDFs. Sending and reminders stop. Restart your plan from Billing any time and pick up where you left off.

What does AI Assist do with my notes?

It reads your typed note or forwarded email with Anthropic’s Claude, matches it to your own jobs and clients, and fills in a draft. The draft waits in your queue: nothing is sent, and no change order or invoice is created, until you open it, check it and tap Send. If it’s not sure, it leaves the field blank instead of guessing.

Does it text my clients?

Not yet. Everything goes by email: to your clients, your subs and you. Texting isn’t built, so we don’t sell it.

Get your evenings back.

Try it free for 14 days. Set up takes about ten minutes, from your phone.

$149/month after the trial. Cancel anytime from Billing.