Proposals, Contracts & Getting Paid Agreements

Lessons

Lessons

1. 1.

   Building a Proposal and Its Branded Document

   The proposal record - client, value, validity date, owner - and then the branded document: a template, merge fields that fill themselves from the proposal, and a live preview.

   4 min
2. 2.

   Proposal Tracking: Status, Expiry and Acceptance

   Moving a proposal through its statuses, what the validity date does, and what happens when one is accepted.

   3 min
3. 3.

   Contracts: Templates, Merge Fields and E-Signature

   Reusable contract templates, merge fields that fill themselves from the contract, sending for signature, and the audit trail that proves it happened.

   7 min
4. 4.

   From an Accepted Proposal to a Live Project

   The three steps between a yes and a running project - contract, signature, project - and what does not carry across on its own.

   5 min
5. 5.

   Templates Library: Reusing Your Best Documents

   Creating and organising reusable templates across proposals, contracts and email.

   5 min