Printing a Construction Contract and Sending It by Email
You can print a Construction contract or save it as a PDF from Prints, and send it to the client by email from Send by Email with a printed copy attached.
Article Contents
Print the Contract
- Open the contract.
- Click the arrow next to Printables. The print Templates available for Contracts appear, with your account’s own Templates first and then the ready-made Templates.
- Select a Template. A preview of the contract opens using that Template.
- Print the contract or save it as a PDF from the preview page.
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Note: Contract print Templates are managed from the Construction print Templates. You can add the bill of quantities to a Template using the Bill of Quantities variable, which shows the item, quantity, selling price, subtotal, total, and taxes.
Send the Contract by Email
- Open the contract.
- Click Send Email. The send page opens with the contract email Template.
- Review the recipient (the client’s email by default), the subject, and the message text.
- The contract is automatically attached using the first print Template. Change the attachment if you want.
- Click Send, and you return to the contract page.
After sending, a Sent badge appears in the contract header, and the contract status does not change.
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Note: The Send by Email button does not appear if there is no email Template for Contracts.
Email Message Content
| Part | Default Content |
|---|---|
| Subject | Contract #(contract number) |
| Recipient | Client’s email |
| Body | Contract number (number) from (business name), a greeting to the client, the Project (or Not specified), the Contract Value, and an invitation to download or print the attachment. |
| Closing | Best regards, followed by the business address and phone number. |
Frequently Asked Questions
Does sending change the contract status?
No, only a Sent label appears.
How do I change the layout of the printed contract?
Go to the print templates for Construction, then select the template from Print Templates.
Why doesn’t the Send button appear?
Because there is no email template for contracts.