Want to send a Proposal or Contract for a Project you've already started?

While starting with a Proposal or Contract will automatically generate a Project, you can also work backwards and create a Proposal/Contract for an existing Project.

On the web, head to Projects tab>select the 3 dot icon to the right and select create a proposal from project option

Alternatively you can also select the project > more tab > create a proposal or contract option

Select "Create Proposal or Contract"

You'll be directed to the Proposal and Contract creation screen.ย 

Choose whether you'd like to add a "Contract," "Proposal" or both together. Watch this handy tutorial video for a quick primer on Contracts & Proposals!

Confirm the client's name to proceed!

You'll see a Proposal all ready to go with the same services and dates as the Project you started with.

Note: If you make any changes here, you will also edit your existing Project!

Go ahead and click Next to add a Contract if you've chosen to do so.

If required please edit the contract settings.ย 

Note: Because the Proposal will start with the same Start and End Dates as the Project, please double-check the expiration date of the Contract before sending to your client. If the Start Date is in the past, the expiration date will be too - and your client will not be able to sign!

After your client signs and approves your new Proposal/Contract, the new Proposal and Contract will be attached to the original Project.

๐Ÿ’Œ ย Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. ๐Ÿ’Œ


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