From proposal to signed contract without leaving WorkBOS.
Templates, sections, pricing tables, branding, preview and send.
What happens after you send, tracking, nudges, and acceptance to project.
Contract templates, merge fields, signing flow, countersigning, storage.
The handover: scope to phases, price to budget, signer to client.
Creating and organising reusable templates across proposals, contracts and email.
30 questions. Pass at 80 percent to complete this module's check.