Once a contract has been signed and approved your project in the app is created!
It is also important to note that once a contract has been signed you cannot edit or make changes to the contract. You can however, edit the project terms via the projects tab > terms > edit.
Another option would be to create a contract/proposal from your existing project, once approved it will update the project and attach the documents to it.
The best way to make any adjustments to your contract/project once it has been signed is via the project itself.
Select the Projects tab > select the Project
Once you have selected the project select > terms > edit
This will allow you to make any changes to your Project Terms and Recurring Invoice schedule as well as Deposit.
Simply make your edits and select Save. This will then update the project terms.
- If you need to actually make changes to the signed contract, you have the option to delete the project/contract and recreate a new contract and send a new contract to your client for approval. Another option would be to create a contract/proposal from your existing project, once approved it will update the project and attach the documents to it.
- You cannot edit an Approved/Signed contract.
- You can upload documents/files at anytime to your project via the Projects tab > Project > Files tab > Upload File.
- You can create a proposal/contract from a existing project via the project > more tab > create a proposal/contract and once approved it will link it to the existing project > files tab.
💌 Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. 💌