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
- Open Pipeline, then Contracts. The page counts Total Contracts, Drafts, Pending and Executed, and contracts appear here after you create them from accepted proposals.
- 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.
- Sign your side, and the couple signs theirs.
- 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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