Creating a Contract
You can create professional contracts in Agiled and send them to your clients to get them signed.
To create a new contract, go to Contracts -> Contractsand click on the “+” Button as shown in the picture below.
It will take you to step 1 of adding a contract.
Add the following details
- Choose the client
- Contract Subject
- Contract Amount
- Contract Type
- Contract Start Date
- Contract End Date
- Notes about the contract. (Theses notes are private, your client won’t see them)
- Click Save
In the next step you will be able to add contract’s text and details on the following screen.
Add the contract details in the text editor and click update and the contract will be created. There is no limit on the text you can enter.
To see the contract, go to contract list and click on the eye icon for the contract you wish to see.
It will open the contract in new tab. This is how your client will see the contract. You can copy the link and send it to your customer.
Your customer can sign the contract OR download the contract in PDF. Your customer will also be notified by email.