Appending a contract to your estimate or invoice
We make it easy to create professional looking estimates and invoices that include your company's contract terms.
- Open the estimate/invoice to which you want to append the contract
- Tap Edit to enter edit mode
- Scroll down until you see the Contract section
- Tap on Add contract
- This will bring up your team’s list of contracts. Select the contract you wish to use
- Your contract will now be appended to the estimate/invoice. Tap Save to accept the changes
- Open the document to view a preview of the final document with the appended contract
