Create a Proposal
1. Go to Documents > Proposals and click "New Proposal".
2. Select the client and choose a proposal template (or start blank).
3. Add sections: executive summary, scope of work, timeline, pricing, terms.
4. Use the rich text editor to format content with headers, lists, and images.
5. Add a pricing table with line items, quantities, and amounts.
6. Enable e-signature if you want the client to sign digitally.
7. Send the proposal via email or share the portal link.
Convert to Contract
1. Once the client accepts the proposal, click "Convert to Contract".
2. The system pre-fills the contract with proposal details.
3. Add or modify contract-specific clauses, payment schedules, and terms.
4. Set up signing fields for both parties.
5. Send the contract for e-signature.
6. Track signing status in the document timeline.
Signed contracts are stored securely and linked to the client record.
Generate Invoice from Contract
1. From the signed contract, click "Generate Invoice".
2. The invoice is auto-populated with the agreed pricing and terms.
3. Adjust dates, add any additional charges, or split into milestones.
4. Review and send the invoice.
For milestone-based contracts, you can schedule invoices to be generated automatically at each milestone date. The entire chain (proposal > contract > invoice) is linked in the client timeline for full audit trail.