<p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">This overview walks through how to send a contract/proposal a new or existing client, update your CRM pipelines and workflows to automate the process.</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><b><strong class="PlaygroundEditorTheme__textBold" style="white-space: pre-wrap;">Timestamps</strong></b></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">00:00 Introduction + Find/Add Client</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">01:07 Creating Contracts from Template</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">08:26 Updating Contract Settings</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">12:51 Updating Invoice Settings</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">18:19 CRM Organization (Pipelines)</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">20:20 Workflows &amp; Automations</span></p><p class="PlaygroundEditorTheme__paragraph"><br></p><div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 68.21282401091405%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/eb248e048f0b40e58694e707a46a1920?sid=0d8d3227-fd33-4c9f-8b0e-3cf5c898eaa3?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 68.21282401091405%; height: 0;"><iframe src="https://www.loom.com/embed/eb248e048f0b40e58694e707a46a1920?sid=0d8d3227-fd33-4c9f-8b0e-3cf5c898eaa3?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div><p class="PlaygroundEditorTheme__paragraph"><br></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><b><strong class="PlaygroundEditorTheme__textBold" style="white-space: pre-wrap;">RESOURCES MENTIONED</strong></b></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><a href="https://www.canva.com/design/DAGIimo35a8/5Ely3QxzpnnKEio-9OWDoQ/view?utm_content=DAGIimo35a8&amp;utm_campaign=designshare&amp;utm_medium=link&amp;utm_source=publishsharelink&amp;mode=preview" rel="noreferrer" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">You can find the Canva template for the proposal graphics here.</span></a></p>

This overview walks through how to send a contract/proposal a new or existing client, update your CRM pipelines and workflows to automate the process.

This overview walks through how to send a contract/proposal a new or existing client, update your CRM pipelines and workflows to automate the process.

****Timestamps****

00:00 Introduction + Find/Add Client

01:07 Creating Contracts from Template

08:26 Updating Contract Settings

12:51 Updating Invoice Settings

18:19 CRM Organization (Pipelines)

20:20 Workflows & Automations

">

****RESOURCES MENTIONED****

[You can find the Canva template for the proposal graphics here.](https://www.canva.com/design/DAGIimo35a8/5Ely3QxzpnnKEio-9OWDoQ/view?utm_content=DAGIimo35a8&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&mode=preview)

<div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 68.21282401091405%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/eb248e048f0b40e58694e707a46a1920?sid=0982bbc6-2cde-447d-8aea-4079d4db7995&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 68.21282401091405%; height: 0;"><iframe src="https://www.loom.com/embed/eb248e048f0b40e58694e707a46a1920?sid=0982bbc6-2cde-447d-8aea-4079d4db7995" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div><p class="PlaygroundEditorTheme__paragraph"><br></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><a href="https://www.canva.com/design/DAGIimo35a8/5Ely3QxzpnnKEio-9OWDoQ/view?utm_content=DAGIimo35a8&amp;utm_campaign=designshare&amp;utm_medium=link&amp;utm_source=publishsharelink&amp;mode=preview" rel="noreferrer" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">You can find the Canva template for the proposal graphics here.</span></a></p>

Sending a Contract/Proposal To Your Client

<p class="PlaygroundEditorTheme__paragraph"><br></p><div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 68.21282401091405%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/eb248e048f0b40e58694e707a46a1920?sid=0982bbc6-2cde-447d-8aea-4079d4db7995&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 68.21282401091405%; height: 0;"><iframe src="https://www.loom.com/embed/eb248e048f0b40e58694e707a46a1920?sid=0982bbc6-2cde-447d-8aea-4079d4db7995" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div><p class="PlaygroundEditorTheme__paragraph"><br></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><b><strong class="PlaygroundEditorTheme__textBold" style="white-space: pre-wrap;">RESOURCES MENTIONED</strong></b></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><a href="https://www.canva.com/design/DAGIimo35a8/5Ely3QxzpnnKEio-9OWDoQ/view?utm_content=DAGIimo35a8&amp;utm_campaign=designshare&amp;utm_medium=link&amp;utm_source=publishsharelink&amp;mode=preview" rel="noreferrer" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">You can find the Canva template for the proposal graphics here.</span></a></p>

<p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">This overview walks through how to send a contract/proposal a new or existing client, update your CRM pipelines and workflows to automate the process.</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><b><strong class="PlaygroundEditorTheme__textBold" style="white-space: pre-wrap;">Timestamps</strong></b></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">00:00 Introduction + Find/Add Client</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">01:07 Creating Contracts from Template</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">08:26 Updating Contract Settings</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">12:51 Updating Invoice Settings</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">18:19 CRM Organization (Pipelines)</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">20:20 Workflows &amp; Automations</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 68.21282401091405%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/eb248e048f0b40e58694e707a46a1920?sid=0d8d3227-fd33-4c9f-8b0e-3cf5c898eaa3?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 68.21282401091405%; height: 0;"><iframe src="https://www.loom.com/embed/eb248e048f0b40e58694e707a46a1920?sid=0d8d3227-fd33-4c9f-8b0e-3cf5c898eaa3?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div><p class="PlaygroundEditorTheme__paragraph"><br></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><b><strong class="PlaygroundEditorTheme__textBold" style="white-space: pre-wrap;">RESOURCES MENTIONED</strong></b></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><a href="https://www.canva.com/design/DAGIimo35a8/5Ely3QxzpnnKEio-9OWDoQ/view?utm_content=DAGIimo35a8&amp;utm_campaign=designshare&amp;utm_medium=link&amp;utm_source=publishsharelink&amp;mode=preview" rel="noreferrer" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">You can find the Canva template for the proposal graphics here.</span></a></p>

Stay organized and connected with your leads and clients.