How to Generate a Proposal as a Contract

For sending a proposal as a contract, first , navigate to the Project's Finance page

Publish the desired Proposal Contract

Next , make sure that Contract Generation feature (as below) for your account is activated and if not , please ask our Customer Success Team to activate the same.

Go back to the Quote on the Project page & click the Contract Icon.Wait for the "Proposal successfully sync'd as contract" confirmation & then click ok.

Next , navigate to documents tab.

Select the desired Quote ID & click on the 3 dots and click on "Send for Signing".

Input your customers name & email ID & click submit.The proposal will then be sent to your customer's email ID for DocuSign.

Here is a short reference video.