The Offers workstation holds what you sell and the paperwork that goes with it. It has three tabs, in the order you use them: Offers, Contract templates and Contracts.

Offers

An offer is one thing you sell: a name, a price and what's included. Click Add offer to create one.

  • Give it a Name, a Rate type, an Amount and a short Description.
  • Click Add item to list extra services, each with its own price and quantity. The Total adds them up, and you can set a Deposit %.
  • Under More options, add a typical Duration, Default terms and the contract template it should use.

Offers are never sent to a client on their own. You pick one when you make an invoice, a contract or a proposal, and its details fill in for you. Your offers also keep What you sell in your Brand Kit up to date, unless you wrote it yourself, so Think, Do and Sidekick know what you sell.

To stop offering something, open it and switch it to Inactive. It stays in your list but isn't offered for new invoices, contracts or proposals. Delete removes it from your catalog.

Contract templates

The legal starting point for a contract. Use a built-in template, or make your own with + New template.

Contracts

What a client actually signs. Start one from an offer and a template, countersign it and send it for e-signature.