Create a Proposal/Contract from Recurring Billing

If your workflow involves creating a Recurring Billing and then generating a Contract or Agreement to send directly to your client or a signing program, Deskworks streamlines this process. 

Note: The Recurring Billing can be either active or inactive when you send the agreement.

Steps to Create a Proposal or Contract from a Recurring Billing:

1. Locate the Recurring Billing:
   
   1. Go to the BILLING > RECURRING BILLING.
   2. Edit the Recurring Billing in question (or create a new one and SAVE).
   3. Ensure all fields are accurate, including Start Date, Renewal Date, Discount, and any additional details you would like to include. 
2. Generate the Proposal or Contract:
   
   • Click CREATE PROPOSAL/CONTRACT
     
     
     
3. Customize the Proposal or Contract:
   • You will be directed to the PROPOSALS/CONTRACTS page for the client.
   • Select the desired Template.
     Note: The “Select Price List” option will be grayed out, as the Price List is already defined in the Recurring Billing.
   • Click NEXT
4. Review and Finalize the Details:
   • On the NEW PROPOSAL/CONTRACT page, all relevant information from the Recurring Billing will be pre-filled.
   • Click SAVE and then BACK.
     
5. Download the Proposal or Contract:
   • Click the PDF (eye) icon to preview and download the document.
   • The document is now ready to send directly to your client or upload to a signing program for signatures.