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Add more than one proposal, contract or invoice to an event

Keep separate agreements or invoices on the same event when your business needs more than one document.

Written by Sara

Keep separate agreements or invoices on the same event when your business needs more than one document.

Steps

  1. Open the event and select Invoices.

  2. Select Add New and choose the kind of document you need.

  3. For a contract-only agreement, choose the contract option or create an invoice with only its contract enabled.

  4. Set the document name, recipients and included proposal/contract/payment options.

  5. Preview it and review the recipients before sending it.

Several signers do not require several contracts

If two clients need to sign the same agreement, add both as signing recipients on that contract. Create separate contracts when the agreements themselves need to be different, such as a client agreement and a subcontractor agreement.

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