Learn when and how to propose a new contract to clients, including steps for current or past clients, Project Catalog prospects, and managing pending proposals.
When can I propose a new contract to a client?
Whether you're building on a successful project or kicking off a new opportunity, proposing a new contract is a simple way to keep the momentum going.
You can propose a new contract to:
- A current client or one you've worked with before — you must have received at least one payment from the client
- A client who messages you from your active project on Project Catalog™, even if you haven't worked together before
You can't:
- Have more than one active contract proposal per client at a time
- Propose contracts to Enterprise clients
- Propose a contract to a current client who hasn't made a payment to you yet
How do I propose a new contract to a client I've worked with before?
You can send them a new contract proposal directly from messages or from your contracts:
Messages:
- Open your message thread with the client,
- Select View contract
- On the overview page or in the options (…) menu, choose Propose new contract
Your active contracts or your Contract history:
- Find an active or past contract with the client
- Select Propose new contract from the options (…) menu
How do I propose a contract to a prospective client who messaged me from Project Catalog?
If a prospective client messages you from an active project, you’ll see a Propose new contract link in your messages with them.
How will the client know I sent a proposal?
They’ll get notified in messages and by email. Your proposal will also appear in their Pending contracts section, where they can:
- Approve it as-is
- Make a counteroffer
- Decline it
How do I change or withdraw a proposed contract?
You can't edit a proposed contract, but you can withdraw it.
- Go to Contract history
- Select the proposed contract in the Pending contracts section
- Choose Withdraw
Once you withdraw a proposed contract, you can submit a new one if you want.