Step 1: Access your projects tab
Start by going to your "Projects & invoices" tab in your Contra account.
Step 2: Start a project
Next, click on the "Start project" button.
Step 3: Add details to your proposal
Follow the prompts to add a timeline, details, and deliverables for your proposal. For more Once everything is filled out, you can send it off to any client on (or off) Contra.
Your client will receive an email notification informing them of your proposal. If your client does not have a Contra account, they will be prompted to create one quickly before signing.
Made a mistake when creating your proposal?
Made a mistake when creating your proposal?
You can click "..." > "Revise" on your proposal page to revise the project before your client signs! You can also do this from the main "Projects & Invoices" tab.
Have extra proposals you want to hide?
Have extra proposals you want to hide?
You can click "..." > "Archive" on your proposal page to archive the project. This will clear the proposal from your main projects tab and move it to your "Archived" tab.
Note that project will remain un-archived on the party's account, and if they take an action on the project it will become un-archived on your account as well.
This is only available for proposals that have not been countersigned.
Need to cancel your proposal?
Need to cancel your proposal?
If you need to cancel your proposal for any reason, you can click "..." > "End project" to cancel the project. Once a project is cancelled, it can not be re-activated, unlike archived projects.