When and how to send an agreement?

So, once you’ve received response from your customer. This simply signifies that your customer accepted the bid. You can proceed with the instructions below —

• Once you receive response on your bid, you will have access to the "send agreement" button.

• When you click "propose a agreement" option, it will take you to an agreement form. Send an agreement to the customer.

• If the customer accepts your agreement you’ll be notified via email.
• Once the customer has accepted your agreement, he or she will submit an advance payment for the project, and you can begin working on it.

Keep in mind that an agreement is a legally enforceable contract between two parties. And it is essential that you get it right. Sending the incorrect agreement to a customer may lead to the loss of that deal. As a reason, be specific and clear about the services and solutions you can provide them.