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Create a New Contract

How to create and send a stand-alone Contract to your clients.

Kristi Kvenild avatar
Written by Kristi Kvenild
Updated over a year ago

Aside from sending Contracts through a Project, you can also send a one-off Contract to your client if needed!

Create a Contract

Navigate to Contracts, then click New Contract in the top right corner.

If you've already created a Template (which we recommend!), you can use that Template, or start from scratch!

Now assign your client! βœ”οΈ

If you chose a Template, it will populate below once you've assigned a client:

If you're starting from scratch, you can start building the sections of your Contracts. Within each section, you can add headings, bullet points, adjust the font size, add links, and more.

Send a Contract

When you've finished editing your Contract, you can go ahead and send it to your client!

If you're not quite ready to send, you can save the Contract as a draft and come back to it. πŸ˜„

After clicking Send Contract, you can apply an Email Template (or type out an email) and send it off to your client!

Reality TV gif. Supermodel Heidi Klum excitedly claps and dances in a cloud of confetti on America's Got Talent.

✨ Want to add this Contract to a Project? ✨


If you have any questions or need additional help, feel free to contact us in the chat bubble in the lower right-hand corner of your dashboard. We're always happy to help!

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