Building and sending a contract

Building and sending a contract is a refined operational playbook for Estimates teams in Klaus Connect.

Objective

Generate a customer-ready contract from approved estimate scope and pricing.

Article profile

• Primary audience: SALES
• Content type: HOW_TO

Primary app screens

• pages/portal/contract/contract-template-editor.tsx
• pages/portal/contract/new-contract-template.tsx

Execution workflow

1. Select contract template and merge estimate data.
2. Review legal/payment terms, scope text, and signature blocks.
3. Preview customer copy for readability and brand consistency.
4. Send contract and confirm delivery status.

Common failure points

• Sending contract before final scope reconciliation.

Handoff and follow-through

• Customer success follows signature completion.