Manually Approve Contracts/Proposals
With AND CO you can manually approve contracts and proposals via the webapp so you can get started on that project and send a request for the deposit or create that first invoice and send it off for payment!! 🤑💰
First up you will need to have created your Proposal, Contract or Proposal & Contract with AND CO and sent it to your client for review and approval.
Once you have sent the proposal/contract you will see the proposal/contract displayed as "sent" status via the proposals and contracts tab (webapp)
Sort filtered to "sent"
To Mark the proposal/contract as approved manually simply select the 3 dots icon/menu located to the right of the proposal/contract
Once selected you will see options such as:
- Approve
- View
- Create proposal like this
- Revise
- Send
- Download PDF (proposal)
- Download contract pdf
- Dismiss
- Delete
Select the option to Approve the proposal/contract. A pop up will appear asking to confirm you would like to manually approve the proposal/contract.
Please note that once you select to manually approve the proposal/contract your client will also be notified via email confirming that the proposal/contract has been approved.
Once confirmed and approved you will notice the proposal/contract update to a approved status.
You will also receive a in app bot notification advising you that the proposal/contract has been approved.
A Project will also be auto created for you in the app and you can view this via the projects tab.
Your client will also be emailed a confirmation that the proposal/contract was approved with a link to review the proposal/contract and a pdf attachment of the contract.
The email will show your name (set up in your AND CO account > settings > account >user name) and the email will be sent from <[email protected]>
The email subject will be the "project name", approved from "business name"
eg. "Implement CRM System" approved from B Creations
The contract will also be attached as a pdf for the ability to download.
You will receive a notification email advising your the proposal/contract was approved as well and it is good to keep a record of these in your email/folder.
The email you as the AND CO account holder will receive confirming the approval will be sent to you as the AND CO account holder from AND CO <[email protected]>
The subject in the email will show the "project name" approved
eg. "Implement CRM System" approved
💌 Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. 💌
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