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Create a contract document from quote
Create a contract document from quote

How to add additional contractual details to a quote

QuoteMachine Sales Team avatar
Written by QuoteMachine Sales Team
Updated over a week ago

Sometimes, an agreement will require further details. Including them in your initial quote can result in a cluttered and confusing quote page. To add further contractual agreement details to a quote, you can turn a quote into a contract by following the steps below.

To create a contract, open the quote from which you would like to create a contract. From here, select “create contract”.

Once the contract is created, you will be able to modify the design or select a pre-existing template to work from. Click “send contract” once complete, to send the contract to the client.

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