Send a project contract for online acceptance

Project › Contracts › New contract.

Fill in the contract

• Title and Contract date (required); Valid until is optional and can't be earlier than the contract date.
• Content: the agreement text. Add an internal Note if needed.
• Tax percent and a discount (fixed amount or percentage, applied before or after tax).
• An optional attachment up to 20 MB.

Status flow

Draft → Sent → Accepted or Declined. Only Draft and Sent contracts can be edited.

1. Click Send to share the contract with your client through a secure link.
2. The client opens the link, reads it and chooses Accept or Decline.
3. You can also record accept or decline yourself if the client replied outside the system.

Print or download

Open the contract and use Print or PDF. You need the view contracts permission to see them, and manage contracts to create, edit, send or delete.

Tip: Clients with portal access can also read their contracts in the client portal.