Once you've completed a quote and are ready to send to the client, you first may want to preview the client's view, but sliding the Vendor View toggle to Client View in the top left, above the project status.

Once you’re in the client view, you can preview what the quote & contract look like to your client.

Send the contract to your client by clicking “Send to Client” in the project.

A screen will pop up so you can review the contract information. If changes are needed, click the “x” in the top right-hand corner to go back to the project to make changes. If all information looks correct, click “Continue” to continue sending the contract.

 

A new screen will pop up where you can review or edit the email subject line, and also the email message that will be sent to the contact. The email preview box on the right side shows what the message will look like to your client. 

After the client has signed, the project will changed to the Contract Signed state.

To a send a client an invoice for them to pay online without needing to sign the contract again, check out this help article: http://help.goodshuffle.com/manage-your-billing/send-an-invoice-to-a-client

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