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How to create a contract

Prepare an agreement your client can review and sign.

  1. 1

    Open Contracts

    Go to Documents and choose Contracts.

  2. 2

    Start the contract

    Create a new contract and choose the client. You can also continue from an accepted quote when that option is available.

  3. 3

    Add the agreement

    Enter the terms, services and any dates the client needs to review.

  4. 4

    Save or send

    Save a draft while you finish it, or send it when you are ready for the client to sign.

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