Navigate to the clients page using the main toolbar.
Click the View button for the client you want to send a contract to, then click on the contracts tab at the top of the page.
Click the Create Contract button. Review the client information, and then click the Next button in the lower right corner.
Upload a PDF contract or select one of your templates, then click the Next button.
Select your services for the contract, then click Next.
You can then customize the contract specifically for your client with a title, price and pricing model, an estimated duration, and a description. Click Next once you are satisfied with this section.
Add any specific tasks you would like to that are not covered by the services. When finished, click Next.
Enter the terms and conditions for the contract, any payment terms, and a cancellation policy. You can also add notes for internal use. Click Next when you are finished.
Review the contract and add any internal notes, then click the Create Contract button when finished.
Once the contract is created, you can view it in the contracts section. Click send to sent the contract to the client.
