Create a Proposal or Contract from a Recurring Billing, ready for signing

Modified on Tue, 7 Jan at 5:22 PM

If your policy is to create a Recurring Billing and then send an Agreement or Contract for that Recurring Billing directly to your client for signing or to a signing program, Deskworks makes that easy to do. You can have the Recurring Billing active or inactive at the time of sending the agreement.

  • Go to the Recurring Billing in question.
  • Be sure all fields are as you want them -- Start Date, Renewal Date, Discount, etc.
  • Click CREATE PROPOSAL/CONTRACT
    You will be taken to the PROPOSALS/CONTRACTS page for that client.
  • Select the Template you want to use
    • Note: "Select PriceList" will be grayed out, since the pricelist has already been selected in the Recurring Billing.
  • Click NEXT >
  • The "New Proposal/Contract" page will be pre-filled with all of the information from the Recurring Billing.
  • Click  SAVE , then click  BACK
  • Click the PDF (eye) icon and download the agreement, ready to send to your signing program or directly to your client for signature.


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