What are the steps to attach the contract to the estimate?

A Contract is an agreement stated with the terms & conditions and enforced by law. It helps customers understand the terms and conditions that come up with the estimate.

Below is the step to attach the contract to the estimate:

Web App:

Login to the InvoiceOwl web app
Go to Settings > Document Settings > Contracts
Click on “Add Contract” to create a new one
Or, you can choose from the existing ones
Enable “set as default estimate contract or set as default invoice contract”

If you want a particular contract to be attached to all your estimates or invoices, then enable either or both tabs.

Note: The available contracts are editable so that you can customize them per your terms and conditions.

So, this is how you can change the settings.

There is another way to add a contract to your estimate/invoice. This method applies to you when you want don’t want to change the default settings and send customized contracts. So, let’s look at it.

Here are the steps to it:

Login to the InvoiceOwl web app
Click on estimate/invoice
Fill in the required information
Scroll down to the “Contract” section
Click on the drop-down

Under the drop-down, you can select a particular contract for that particular estimate/invoice. With this, you can even edit or create a new one by clicking on “ Add Contract.”

Now that you are familiar know the steps for a web app, let’s look at how to attach the contract through a mobile app.

iOS/Android:

Log in to the Android or iOS app
Click on the estimate and fill in the information
Click on the edit in the upper right corner
Scroll down to the “Contract” tab
Tap on the “Contract” tab
Select one and go ahead

That’s how you would be able to add the contract within the estimate. The process remains the same for invoices as well. Just click on the invoice, fill in the details, and the process remains the same as above.