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Projects & Offers
Build a proposal, send it, and get it signed.
The statuses a project moves through, what you can change at each point, and when one can be deleted.
Deliverables, pricing, timelines, add-ons, and what has to be true before you can send from the project page.
The page, the verification code, the sign step, and what your client gets after accepting.
Signing your side, the signature file rules, where the signed PDF ends up, and how to invalidate one.
What completing changes, how reopening works, and how Completed differs from Cancelled and Rejected.
Issuing a new access code for a sent offer, and what stays unchanged when you do.
A project with no offer: how to create one, the statuses it uses, and how to add an offer later.
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