How do I send a contract

You can create and send contracts in Harlow to align expectations with clients and protect yourself from any future liability. 

1. There are multiple ways to create new contracts in the app, you can:

  • Click on the "Create" button in the top center of your screen
  • Click into "Proposals and Contract" from any Client dashboard 
  • Go directly to the Proposals and Contracts tab

2. From the Proposals and Contracts screen, click into the Template Library.

3. From this page, you'll want to switch from proposals to contracts using the toggle on the right. 

4. Once you're in the Template Library, click on the template under "Contract templates".

5. After you preview the template, you simply click "use this template" at the bottom of your screen.

6. our new template, ready to customize will then appear under "My Custom Templates".

7. You can edit your custom template by choosing "edit" in the drop-down on the right side of your screen next to the template name.

8. Once you're in your template, you can customize:

  • The sections included. You can also add new sections outside of the ones included here. 
  • You can then customize the content within those sections.
  • In each section, there is highlighted information that you should pay attention to. Some of the sections have options to include A or B, some of them require you to fill in your own information, or link to any proposals or documents previously sent. 

9. At the bottom of the contract, you'll add whichever contacts you want the proposal to send to, saved or new contacts can be added here. 

10. There's also a space at the bottom of the contract for you to include a "client message" will be included in the email you send to the client. 

11. After you're done editing your contract, click save in the bottom right corner.

12. After you save, you have the option to preview or send your contract!

Disclaimer: Although this contract has been created and reviewed by a lawyer, you should read through the contract in detail and make sure it covers your needs.  Once you edit, revise or remove and add sections the legitimacy of the contract may shift. 

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