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.
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.
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