How to create a contract
Prepare an agreement your client can review and sign.
- 1
Open Contracts
Go to Documents and choose Contracts.
- 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
Add the agreement
Enter the terms, services and any dates the client needs to review.
- 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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