Overview

If you have a Proposal that is marked as 'won', you may start a Contract from there! This will copy over all information including vendor contact, budget / fee,

Process

  1. From the left navigation, click Proposals > Proposals

  2. Select any Proposal listed under 'Won'

  3. On the top right corner, click Actions > Add to Contract

    This will copy over all Vendor contact information, proposal value, and budget / fee line items.

See Also

How to Create a Project from a Proposal

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