Create a title for the new contract you will be providing.
Easily select a customer from your list or simply add in a customer name and email. The system will automatically save the customer name and email under your customer list.
Expiration Date for the Contract
This field informs the customer when the agreement or contract needs to be approved by. It is a due date for the contract to be signed.
Set a date when the contract for services will start. This is the agreed start date set forth between you and your customer.
Months of Service
Set the duration for the services being rendered. For specific projects, usually there is a fixed-term contract.
Make your description more professional to help you win more business. It is best to start off with your mission statement and highlight the products or services you will be providing to the customer.
Product and Service Items
Choose from your product/service list or add an item name and description. The item name field is to state the product/service you are providing. In the description, it is best to provide more information such as timelines, phases, or details about the product/service being rendered.
Enter a payment amount with a due date. Upon the customer's approval, your payment request will appear with a payment method. This feature will need to be configured through “My Payments” under Payment Integration.
Include an amount the customer has paid (i.e a deposit, etc.). This amount will be subtracted from the total.
Terms & Notes
This section is for you to include any company policies such as payment options, terms, cancellation, refunds, or product returns.
Include any documents or images you feel will be relevant to the quote or anything associated with this customer quote.