Create A Proposal With A Contract
No Worries simply select the Proposal with Contract option so you can have your proposal and contract all in one and have it signed all together. #onestopshop!!
To Get started select the Proposals and Contracts tab > add new or the create tab in green
Once selected you will see three options
Create a proposal
Create a contract
Proposal with Contract
In this case you will select the > Proposal with Contract option
You can now set up your project name, services, choose your client or create a new one & set your start and end dates if required
Once you have entered in these details and selected your client details you can continue to set up your services. These are your deliverables eg rate and services you are providing.
You can also select to require a deposit. if required and set up your billing schedule via the billing schedule section.
Once you have set these up select "create documents" to continue to review your proposal and contract set up.
To review and edit the contract you will be prompted to sign the proposal if you have one attached to select continue
Next step is to set up the contract and contract settings if you require to edit these other then the default set up select edit settings.
Once you have set up your contract settings select next and you will see the proposal and contract in review mode where you can make additional changes/edits.
You can add additional details to the proposal and upload files and you can view more on this here: How Can I Add Project Details, Like Text, Images, Tables, Columns & Upload Files To My Proposal
Once you are ready you can sign and send your proposal with contract to your client for approval by selecting > Next top right or sign and send bottom
Once you have signed and confirmed your signature you will then be directed to review your contract and you can edit the contract and contract settings in the contract review section
Contract settings allow you to set up the terms, fees and clauses to be included in your contract.
Ensure the contract expiry date is a date in future.
Once you have set up your contract and contract settings select continue to send the proposal + contract to your client.
See more on what your client will see when they receive the contract here
How Can My Client View/Sign The Proposal/Contract.
💌 Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. 💌