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From the user guide

Turn an accepted proposal into a signed contract

Sign your side, wait for the couple, and watch the contract say you may bill it.

How to do it

  1. Open Pipeline, then Contracts. The page counts Total Contracts, Drafts, Pending and Executed, and contracts appear here after you create them from accepted proposals.
  2. Open the contract and check whose turn it is. A couple accepting and signing your proposal is a separate step from signing the contract document itself, so watch for both.
  3. Sign your side, and the couple signs theirs.
  4. Once both signatures are in, the contract reads "Signed by both parties. You can invoice this booking." and offers Create invoice alongside View. Use Download PDF to keep a copy.

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