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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 week 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!

✨ 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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