Create a contract from a proposal

The fastest way to get a contract out is to generate it from a proposal the client has already accepted.

From an accepted proposal#

1. Open the accepted proposal.
2. Click Generate contract (the same screen also offers "Start the project" and "Generate invoice").
3. Review the contract, then send the link to your client.

Because it comes from the accepted proposal, you are not re-entering scope or terms from scratch.

What the client sees#

The client opens a branded page, reads the contract, and e-signs by typing their name. The contract page uses your brand from Settings, Brand, like every other client surface: your logo, accent color, heading font, and theme.

Track it#

You can see when the client viewed the contract and when they signed. An audit trail is recorded with each signing. To get an email when they sign, turn on activity notifications in Settings, Account, Preferences.

In the portal#

The contract also appears on the client's portal in the "Needs your attention" section until it is signed, then moves into their History once done.