How to Generate a Contract

Once the scope of a project is completed, the next step is to generate a contract that can be eSigned so you and your customer can take the next steps.

Video Overview

Generating the Contract

After reviewing the scope and pricing tabs of a project to ensure everything is in proper order, you'll want to navigate to the Contracts tab of the project. You'll see a big green button that says Create a Contract, and this is the button you'll want to click.

Typically, the contract defaults are already set up so your settings and terms and conditions will automatically pull in. However, if you have multiple contract templates you will want to double check that you've got the right template selected in the top left corner of the settings pop up. Choosing a different template will update the settings and any additional information like terms, and default attachments.

After making sure you have the right contract selected, you can do a quick review to make sure you have the appropriate attachments (if any) or include project photos. At the very bottom right corner, you'll see a button that says Generate Contract. This may also say Generate Proposal or Generate Agreement, it all depends on what you're labeling your document as.

After clicking the button to generate, you'll have a PDF available to review along with options to collect eSignatures or simply email a copy of the document to the client.

For more information on setting up default contract settings, check out this article here.