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How to add a contract to your proposal
How to add a contract to your proposal
Maria avatar
Written by Maria
Updated over a month ago


How to add a Contract to your Proposal

2. Click "Leads" in "Contacts" menu

3. Select lead which proposal you want to edit.

4. Click "Proposals"

5. Select proposal you want to add Contract to

6. Click "Edit Contract"

7. Select contract template

8. Enter contract name

9. Add any checkboxes or variables and save your contract

Tip! You can create new Contract Templates from here using "Create Template" button


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