Deposit and Approval Agreement Template

Stop losing money on Shopify Store Setup Specialist projects.

Send your first 3 deposit and approval agreements for free. Stop handing over fully built Shopify stores to clients who stall final payments while using your work to generate sales.

No credit card required. Setup takes 30 seconds.

Build the agreement, add your deposit amount, and send one secure client link for signature and payment.

SECURE PREVIEW

Statement of Work

Ref: 2026-001 • Standard Business Template

Deposit Terms

A non-refundable deposit of 50% is required prior to project kickoff and staging store creation. Work will not commence until funds have cleared through the MicroFreelanceHub payment link.

Automation Scope

The scope of work is limited to the defined Shopify theme configuration, catalog imports, payment gateway settings, and app integrations specified in the project proposal.

  • Installation and design setup of selected Shopify theme
  • Configuration of taxes, shipping zones, and checkout gateways
  • Product import and collection mapping for up to agreed catalog limits
  • Setup of standard automated transactional emails and core store apps

Client Testing

The client is responsible for reviewing the staging store on the Shopify Partner account, conducting test transactions using gateway test modes, and checking catalog accuracy within five (5) business days of milestone submission.

Approval Criteria

Formal written sign-off must be completed through the MicroFreelanceHub approval system once all staging tasks match the defined project scope.

Revision Limits

This contract includes up to two (2) rounds of consolidated design and layout revisions. Custom Liquid code development, complex script overrides, or un-scoped third-party app builds will require an approved change order and additional fee.

Final Payment

The remaining balance must be paid in full via the provided payment link immediately following staging approval and before live launch procedures begin.

Handoff

Transfer of primary Shopify store ownership, staff account privileges, and live custom domain DNS mapping will occur exclusively after the final payment has successfully cleared.

Client-ready workflow

Turn this into a client-ready agreement and deposit link.

Scope Creep via Custom Code and Complex App Overhaul

Clients often expect full custom Liquid programming or advanced multi-app integration under a standard theme setup agreement.

Unresponsive Client Stalling Gateway and Domain Auth

Delays in providing merchant account KYC details, domain DNS records, or payment credentials can leave store projects languishing indefinitely without payout.

Premature Store Launch and Admin Exploitation

Clients taking control of preliminary staff access to launch products and make sales while withholding the remaining project balance.

Client link builder

Turn this deposit and approval agreement into a signed, paid client link.

Start with this template, add the project scope and deposit amount, then send one link your client can review, sign, and pay through Stripe.

Ready to send for e-signature and upfront payment.

What is a Shopify Store Setup Specialist Deposit and Approval Agreement?

A Shopify Store Setup Specialist Deposit and Approval Agreement is a contract that secures an upfront deposit, defines setup scope, requires client testing on a development store, and enforces written milestone sign-off and final payment before transferring store ownership to the client.

Built from real freelance projects

This template is based on real-world scenarios across freelance projects where unclear scope, missing payment terms, and revision creep led to lost revenue. It is designed to protect your time, define expectations, and ensure you get paid.

Why Shopify Store Setup Specialists need a clear deposit and approval agreement

Setting up a high-converting Shopify store involves technical setup, theme customization, payment gateway integration, app automations, and product catalog mapping. Without a dedicated deposit and approval agreement, specialists risk scope creep, endless minor tweak requests, and delayed final payments after doing the heavy lifting. MicroFreelanceHub's unified workflow solves this by linking non-refundable upfront deposits, clear scope bounds, client staging testing, and explicit written sign-offs into a single secure link. This guarantees that your technical labor is compensated before work starts and secures your balance before ownership handoff, protecting your cash flow and intellectual property.

Real-world scenario

A Shopify specialist agrees to build a new storefront for $3,000. Under traditional loose billing, the specialist configures the theme, imports 50 products, integrates Shopify Payments, and grants full staff access for client review. The client points their domain, starts selling products, but delays paying the remaining $1,500 balance for weeks claiming the cart layout needs 'a few more adjustments.' Using the MicroFreelanceHub Deposit and Approval Agreement, the project requires a $1,500 upfront deposit to begin. The setup takes place strictly on a Shopify Partner dev store. Once setup is complete, the client completes testing and clicks to approve the staging milestone. The final $1,500 payment link is processed automatically, and only after confirmation is store ownership transferred to the client.

🛡️ What this deposit and approval agreement covers:

  • Shopify Partner development store creation and theme setup
  • Payment gateway, tax, and shipping zone setup
  • Collection hierarchy and product catalog import (up to 25 SKUs)
  • Core Shopify app automation integration (Klaviyo, Reviews, Order Tracking)
  • Domain mapping, SSL verification, and store ownership transfer

Best practices for Shopify Store Setup Specialists

Build Exclusively on Partner Development Stores

Never build directly inside a client-owned account; retaining ownership on your partner dashboard ensures ultimate payment protection.

Establish explicit test order sign-off criteria

Require the client to process a test transaction in staging to verify order flow, taxes, and shipping before requesting final approval.

Legal Disclaimer: MicroFreelanceHub is a software workflow tool, not a law firm. The templates and information provided on this website are for general informational purposes only and do not constitute legal advice.

Frequently Asked Questions

Can I transfer Shopify store ownership before the final balance is paid?

No. You should retain store ownership on your Shopify Partner dashboard and withhold primary admin transfer until the final payment link has cleared.

How do I manage extra app requests or liquid code edits during store setup?

The agreement includes a clear revision cap and scope definition. Any work outside defined parameters requires a formal change order and additional deposit.

Ready to turn this into a paid client link?

Add scope, deposit, e-signature, and Stripe payment in one flow.