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Sending the Contract

How to move your proposal to contract and required fields.

Alex Cornwell avatar
Written by Alex Cornwell
Updated over 11 months ago


In this video, I walk you through the steps we've completed for our contract proposal, including the necessary information we've gathered. I explain how to prepare and send the contract, as well as how to validate client information before sending. It's important to note that we will be implementing a feature to preview the contract before sending it in the first quarter. Please make sure to review the contract status after sending to ensure everything is accurate.

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