Prepare proposals and contract reviews
Keep the offered scope, client decision and execution evidence distinct.
Prepare the proposal
Open Proposals and create a proposal for the intended client and event or opportunity. Enter the scope and line items, then check amounts and the requested deposit. Review the document before sharing it.
Review with the client
Use the document sharing controls on an eligible plan. Confirm the recipient and the version being shared. Review change requests and client decisions before creating a new revision. A draft is not a sent proposal.
Create and track the contract
Use Create contract from the proposal where offered, or work in Contracts. Review the contract content and share the appropriate version. Record execution evidence through the offered workflow. Client review or acknowledgement alone is not proof of a legally executed agreement.
After a change
Check linked invoices and the event after revising commercial terms. Review or revoke old sharing links when appropriate. Do not publish a new document just to correct an unrelated event task.