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Documents & Contracts

Contracts ← Sales Desk stage

1 min readUpdated Aug 28, 2026AllHow ToSuggest edit
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Contracts

What this page is for:
 Sales Desk stage that creates contract sections for Open jobs and marks them Quote. It does not send e-sign. Only Project Comments is editable in the preview.

Where: Opportunity / estimate → Sales Desk → stage Contracts
 /portal/estimates/estimate-studio

Steps:

  1. Open Sales Desk.

  2. Select Contracts.

  3. Select Open estimates in the left rail. Empty: Select one or more estimates in the left rail to preview and create contracts.

  4. Review the document preview.

  5. Click Create contracts & mark Quoted (n).

  6. Confirm Create contracts & mark Quoted? → Create & mark Quoted.

  7. Quoted jobs are skipped. Then send e-sign from the job Contract tab.

Banner: When ready, create contracts and mark Open jobs Quoted. Each job also has Export PDF.

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