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
Another way to create a proposal and contract is via the create tab top right > proposal/contract option
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
Then select your client either existing or create a new client
Once you have entered in your client details and selected > Next you will then be prompted to enter in your project terms. These are your deliverables eg rate and service you are providing.
You can also select to require a deposit. if required.
Next step is to set up the 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 be asked to confirm your clients email address, add/remove recipients and edit your personal email message before finalising and sending.
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. 💌