Before sending the contract, you first have to create a contract under the Settings > Contracts.
Create a Contract
Give it a name, default email body that must include “[ContractLink]” placeholder, and contract terms in a form of sections, each having a title and the term which the customer will have to accept.
Send a Contract
Sending a contract is done while in the fourth step of creating a proposal. You will see a button for emailing the contract right below the contacts section.
Clicking it will open a dialog where you need to enter the recipient’s email address, select one of the existing contracts, and optionally edit the default email body before sending it.
Make sure the email body includes “[ContractLink]”. Otherwise, your customer will not be able to visit the page for signing the contract.
View and Filter Sent Contracts
You can view and filter all sent contracts by going to the Proposals > Contracts page.
If your customer did not receive the contract email and you want to manually send them the link, you can copy the contract link by clicking on the “Copy to clipboard” icon:
When a customer visits the contract page, they will be able to review proposal items and accept the contract terms by checking each term and clicking on the “Accept” button.
A notification email will be sent to your company email notifying you about your customer’s response.
