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Contracts

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A contract records the agreement behind the work: its value, its start and end dates, the client, and the project and proposal it relates to.

Creating a contract

  1. Go to Contracts → New contract.
  2. Set its title, client and value, then click Create.
  3. Click Send for signature to issue it, or move it straight to Signed once it is agreed.
Contract statusMeaning
DraftBeing prepared.
SentIssued to the client.
SignedAgreed. The date signed is stamped on the record.
ExpiredPassed its end date without being signed.

Delete removes a contract with a confirmation step. There is no Duplicate for contracts, so start a new one instead.

Architecture proposal software shows how an accepted proposal leads to a contract and a project.

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