{"id":1738,"date":"2023-02-09T13:13:32","date_gmt":"2023-02-09T13:13:32","guid":{"rendered":"http:\/\/pracmate.com\/helpcenter\/?page_id=1738"},"modified":"2023-02-21T12:40:15","modified_gmt":"2023-02-21T12:40:15","slug":"how-can-i-generate-contract","status":"publish","type":"page","link":"https:\/\/pracmate.com\/helpcenter\/proposals-contracts\/how-can-i-generate-contract\/","title":{"rendered":"How can I generate contract ?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">You can generate contract from proposals &amp; contracts &gt; Proposals tab.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It has 2 methods to generate contract.<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\">\n<li>If client accepted proposal then in proposals tab \u2013 status column, it will show \u201cGenerate Contract\u201d label. On generate contract label selection, it will navigate to generate contract page.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/contract\/con_01.png\" alt=\"\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\" start=\"2\">\n<li>If in any case, client not accepted proposal or in proposal template, if it is not required acceptance button then you need to accept proposal manually by clicking on \u201cQuick Actions\u201d icon in action column. You need to select \u201cMark as Won\u201d label &amp; on label selection, it will navigate to generate contract page.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/contract\/con_02.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Once you select \u201cGenerate Contract\u201d label or \u201cMark as Won\u201d label, you will navigate to below SS screen.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can select LOE template from \u201cSelect letter of engagement template\u201d field. It will show all your created LOE templates with default pracmate template.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can select particular contact from \u201cAdd Signatories\u201d field to whom you want to send contract.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can add particular date in \u201cAdhoc Fee Payment Date\u201d &amp; \u201cDate of first instalment\u201d fields.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In recurring services\/Adhoc services, it will show services name with pricing calculation which you have selected while creating proposal. On \u201cGenerate Contract\u201d button selection, it will show 2 options, 1. Send by E-Sign \u2013 It means it will send email through 3<sup>rd<\/sup> party software. From there client can easily sign documents. 2. Send by Email \u2013 It will send document on email where client needs to sign manually &amp; revert back to you.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/contract\/con_03.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Once send contract to client, it will show \u201cContract generated successfully\u201d toast message &amp; in listings, status will get changed with \u201cWon\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/contract\/con_04.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In contracts tab, it will show that proposal as contract with status \u201cPending Signature\u201d &amp; it will increase count in \u201cContracts Sent\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/contract\/con_05.png\" alt=\"\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>You can generate contract from proposals &amp; contracts &gt; Proposals tab. It has 2 methods to generate contract. Once you select \u201cGenerate Contract\u201d label or \u201cMark as Won\u201d label, you will navigate to below SS screen. You can select LOE template from \u201cSelect&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":1715,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"footnotes":""},"class_list":["post-1738","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How can I generate contract ? - Help Center<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pracmate.com\/helpcenter\/proposals-contracts\/how-can-i-generate-contract\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How can I generate contract ? - Help Center\" \/>\n<meta property=\"og:description\" content=\"You can generate contract from proposals &amp; contracts &gt; Proposals tab. It has 2 methods to generate contract. Once you select \u201cGenerate Contract\u201d label or \u201cMark as Won\u201d label, you will navigate to below SS screen. 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It has 2 methods to generate contract. Once you select \u201cGenerate Contract\u201d label or \u201cMark as Won\u201d label, you will navigate to below SS screen. 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