Project documents provide a professional way to detail client relationships and establish fees. Here's how to create and manage proposals, estimates, and contracts in the Projects panel:

Creating Documents

1. Navigate to the Documents section
2. Click the + icon
3. Choose from:
   • Proposal (business/services overview)
   • Estimate (services and costs breakdown)
   • Contract (terms of service)

Customizing Documents

• Replace demo content with your text and images
• Add, remove, or rearrange sections using the Add Section button
• Available sections include:
  • Acceptance
  • Card
  • Image banner
  • Text
• Use the Styles tab to customize layout, fonts, and colors
• Sync with your site's font style if desired

Sending Documents

1. Click Send in the top right
2. Customize email subject and message
3. Send to client's email (document status changes to "Published")
4. Upon client approval, status updates to "Accepted"

Managing Documents

To duplicate:

1. Locate document
2. Click ... icon and select Duplicate
3. Choose client and project
4. Edit and send

To edit (before acceptance):

1. Click ... icon and select Edit
2. Make changes
3. Save and resend

Client Experience

• Clients receive email with document link
• Can review and accept document details
• Confirmation email sent to both parties upon acceptance

After Document Acceptance

Consider next steps:

• Collecting payment
• Setting up project milestones
• Beginning project work

Note: We don't provide legal advice for contract formation. Ensure documents comply with your jurisdiction's requirements.

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