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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
- Go to Contracts → New contract.
- Set its title, client and value, then click Create.
- Click Send for signature to issue it, or move it straight to Signed once it is agreed.
| Contract status | Meaning |
|---|
| Draft | Being prepared. |
| Sent | Issued to the client. |
| Signed | Agreed. The date signed is stamped on the record. |
| Expired | Passed 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.