Offer version: 2026-07-25-visual-help-pilot

Step-by-Step SaaS Help Article terms

Order summary

• One linear, customer-facing, non-API B2B SaaS workflow for one user type and one intended result.
• Fixed pilot price: USD 149. A written direct-order scope may state the agreed equivalent in EUR or GEL.
• Three-business-day target after written confirmation of complete usable inputs and successful payment.
• One help article up to 800 words, up to four annotated screenshots, prerequisites, ordered steps, the expected result, and basic troubleshooting.
• Google Docs or Markdown delivery and one consolidated accuracy and terminology revision requested within five calendar days.

Inputs and data boundary

The buyer provides the product name, one workflow, intended user, current help-center style, and access through a public free tier, a demo invite, a Loom recording, or approved minimized screenshots.

Do not provide credentials, production access, customer records, ticket exports, payment data, secrets, private source code, or regulated information. Public sources are preferred.

Acceptance criteria

• The article includes prerequisites, ordered steps, the expected result, and basic troubleshooting.
• Up to four annotated screenshots match the controls and choices described in the agreed workflow.
• Every factual product claim is supported by an approved source, explicitly confirmed by the buyer, or removed before delivery.
• The delivered Google Doc or Markdown file opens correctly in a portable tool.

Corrections

One consolidated accuracy and terminology revision is included when requested within five calendar days. It covers product facts, mislabeled controls, broken references, and material omissions from the agreed scope.

A new workflow, user type, format, translation, publishing request, changed product, or additional screenshot set is new scope.

Delivery clock

The written scope states an exact delivery date before work begins. The clock starts only after the seller confirms successful payment and complete usable inputs. A buyer delay on a required factual confirmation pauses the clock and the revised deadline is confirmed by text.

Direct payment

A direct order is accepted only after the seller confirms in writing the available payment route, exact amount and currency, merchant name, receipt path, payout status, refund route, and applicable fees for that transaction. If these cannot be confirmed, the seller does not accept the direct order.

Upwork orders

For a buyer first found on Upwork, communication, contract, requirements, payment, delivery, corrections, and approval stay in Upwork. No Keepz QR or outside payment request is used.

Cancellation and refund

• A buyer may cancel for a full refund before material drafting begins.
• If the seller declines the supplied material, cannot agree a safe scope, or misses the confirmed deadline without a buyer-caused pause or written extension, the buyer receives a full refund.
• After the first complete draft is delivered, the included remedy is the factual correction round.
• A direct refund uses the original payment route when supported; the exact method and timing are confirmed for that transaction. Upwork orders follow Upwork's process.

Exclusions and responsibility

The service does not include API, security, compliance, medical, legal, tax, finance, or infrastructure documentation; branching workflows; video production; strategy; translation; CMS publishing; customer support; or outcome guarantees. The buyer owns factual approval and publication.

Retention

Raw buyer screenshots, working copies, and temporary copies containing buyer material are deleted no later than seven calendar days after delivery, completed correction, or cancellation. Final delivery and limited transaction records may be retained for the order, accounting, dispute, and legal obligations.