Documents in Projects Guide

Create professional proposals, estimates, and contracts to define project scope and fees with clients through the Projects panel. Here's how to create and manage these documents effectively.

Creating Documents

1. Navigate to the Documents section in your project
2. Click the + icon and choose from:
   • Proposal (company/services overview)
   • Estimate (services and costs breakdown)
   • Contract (terms of service)

Customizing Content

• Replace demo text and images
• Add or remove sections using the + icon
• Available sections include:
  • Acceptance
  • Card
  • Image banner
  • Text
• Use Squarespace AI for content generation
• Edit text directly in sections
• Modify images through the right panel

Styling Your Document

• Use the Styles tab to adjust layout, fonts, and colors
• Apply website color themes or custom colors
• Sync font styles with your website

Sending Documents

1. Click Send in the upper right
2. Customize email subject and message
3. Document will be sent to:
   • Client's project email
   • Your business email
4. Status updates:
   • Changes to "Published" when sent
   • Updates to "Accepted" after client approval

Managing Documents

Duplicate:

1. Find document in project
2. Click ... icon > Duplicate
3. Select or create client/project
4. Edit and send

Edit:

• Only possible before client acceptance
• Click ... icon > Edit
• Save changes and resend

Delete:

• Click ... icon > Delete
• Only for unaccepted documents
• Action is permanent

Client Experience

1. Clients receive email with document link
2. Can review and accept document
3. Confirmation emails sent to both parties
4. Document status updates to "Accepted"

Note: Document acceptance follows your website's language settings and cannot be modified. Squarespace does not provide legal advice or contract recommendations.

Next Steps

After document acceptance:

• Collect deposit/upfront payment
• Create project milestones
• Begin project execution

Related Articles

Previous Articles