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Projects & Offers
Build a proposal, send it, and get it signed.
The statuses a project moves through, what causes each change, how to cancel or delete a project, what you can still edit, and how projects count toward your plan.
How to build an offer in the project wizard, how to send it to your client or copy its link, and what sending changes.
What your client receives when you send an offer, how they accept or reject it with their verification code, and what the offer page shows afterwards.
How to add and sign a contract on an offer, the rules for signature images, how your client signs, where the signed PDF is kept, and how to invalidate a contract.
How to complete a finished project, what completing changes, how to reopen a completed or cancelled project, and how Completed differs from Cancelled and Rejected.
How to resend an offer that is waiting for your client, who receives a new verification code, what happens to earlier codes, and what stays the same.
How to create a project without an offer, the statuses it uses, how invoicing and plan limits apply, how to delete it, and how to turn it into an offer later.
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