Deals allow you to track potential sale opportunities, forecast sales numbers, and convert opportunities into actual sales.

• Open an account
• From the account, click the Contracts tab.
• Click + New.
• Fill out account information (working with an agency, deal stage, etc.).
• Click Create.
• Add in the products/packages they are buying by clicking Add to Proposal on the right.
• When finished, click Close.
• In the top, left, select the email the proposal will be sent to and their mailing address
• Tip: By clicking Show More, you can specify billing contact and delivery contact.
• From the Line Items menu, select the product the customer is purchasing from the dropdown menus and the rate.
• On the right-hand side, click Add Items.

• From the Billing menu, add in the PO number, down payment amount, invoice terms, auto payments, commissions, etc. You can also set up a payment plan from this page.

• Click Preview to review your proposal.
• Once everything is set, click Close in the bottom, right of the page. This will populate your contract.
• Click Email dropdown menu.
• Click Signature Request.

• Compose the email and click Send.

NOTE: The only difference between a proposal and a contract is a signature. Once a proposal has been signed, it becomes a contract.