To get started select the Proposals and Contracts tab and click on the pull down menu that appears next to the New Proposal/Contract option or the green create button at the top right of your page.

Once selected you will see three options

In this case you will select the > Proposal with Contract option

You can now set up your project name, services, choose your client or create a new one & set your start and end dates if required

Once you have entered in these details and selected your client details you can continue to set up your services. These are your deliverables eg rate and services you are providing.

You can also select to require a deposit. if required and set up your billing schedule via the billing schedule section.

Once you have set these up select "create documents" to continue to review your proposal and contract set up.

To review and edit the contract you will be prompted to sign the proposal if you have one attached to select continue

Next step is to set up the contract and contract settings if you require to edit these other than the default setup select edit settings.

Once you have set up your contract settings select next and you will see the proposal and contract in review mode where you can make additional changes/edits.

You can add additional details to the proposal and upload files by selecting the + sign icon that appears on the review proposal page.

Once you are ready you can sign and send your proposal with contract to your client for approval by selecting > Next top right or sign and send bottom

Once you have signed and confirmed your signature you will then be directed to review your contract and you can edit the contract and contract settings in the contract review section

Contract settings allow you to set up the terms, fees and clauses to be included in your contract.

Ensure the contract expiry date is a date in future.

Once you have set up your contract and contract settings select continue to send the proposal + contract to your client.

If you have saved your proposal as a draft along with an attached file and you want to remove the attached file at anytime you can do so simply by selecting the draft proposal via the proposals and contracts tab

Select the draft proposal and in edit mode select the x (delete) option displayed next to the attached file

This will then remove the attachment.

You can now choose to add a new attachment to the proposal if required.

To save the proposal as a draft simply select the options tab top right > save

Otherwise you can select the Continue tab bottom right to continue to send your proposal to your client for approval.