SaaS / Bubble App handover template
A no-code app handover for Bubble, database access, API keys, Stripe, and a video walkthrough.
What's included
Template checklist items
Bubble editor access
Credentials
Database access
Backend
API keys
Credentials
Stripe account
Billing
Documentation
Documentation
Video walkthrough
Training
Support boundary
Post-launch scope, defined
Duration
30
days included
Included
- Launch bug fixes
- Workflow handover questions
- Payment setup checks
Excluded
- New features
- Database redesign
- Ongoing product management
Workflow guide
How to use this handover template
1. Load into your workspace
Click "Use this template free" to populate your Finalizo dashboard with all pre-configured checklist items, deliverable fields, and support terms tailored for SaaS / Bubble App.
2. Attach credentials and training guides
Add administrative credentials, Loom video walkthroughs, brand asset folders, and staging domain links into an encrypted client delivery portal.
3. Collect timestamped client sign-off
Send your client an interactive handover link. Your client reviews delivered scope items, accepts support boundaries, and generates an official digital sign-off certificate.
Best practices
Why structured client handovers matter
Handing over freelance or agency projects via scattered emails, Slack threads, and unencrypted password notes creates friction and post-launch support confusion. Using a standardized SaaS / Bubble App checklist establishes clear project boundaries, eliminates unpaid scope creep, and gives your client complete confidence in their final deliverables.
By collecting formal sign-off upon delivery, you create a legal and operational audit trail with exact timestamps, signee IP records, and PDF certificates — ensuring seamless offboarding and protecting your agency profit margins.
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