Yess has amazing features to make things easy for freelancers.
Let's see each section one by one! β³οΈ
Contract Page π
Let's break the contract page into sections.
Header
Features -
Switch between tabs
Client Contract
andFreelancer Contract
See all the contracts at once by clicking on the
See all contracts
View your income, expenses, and cash flow by clicking on
Insight
buttonSend button to send the contact
[Top right corner]
Version name or if the revision requested will appear here
[Beside the send button]
3-dots show you the option to download the contract as PDF, view the audit trail, decline the proposal, and delete the proposal.
[Beside the version name]
The left corner has a version control drop-down. Click on the drop-down to see or change the proposal version.
Unique Thing -
View audit trail lets you see many things related to an activity on the contract, like when it was viewed or when the version was created, etc.
You can even download the audit trail.
Click on
Insight
and see the magic on your own! π
Contract Information
Features -
This section gets automatically filled if the kickoff meeting is done
Started directly from the contract stage? - Fill in the information manually
Project Overview
Features -
This section gets filled automatically if the kickoff meeting is done
Started directly from the contract stage? - Fill in the information manually
Unique Thing -
Deliverables Table
Features -
This section gets filled automatically if the kickoff meeting is done on Yess or else you can type things manually.
Select project period
Pre-built table with 3 columns, each with a different set of features
List column supports markdown
Deliverable Estimates
Features -
The section gets filled automatically if the kickoff meeting was done on Yess or else you can fill it manually
Per-built table with a variety of content options
The project total is calculated automatically
Unique Thing -
There is an option to select any currency depending on your client's location
Payment Section
Features -
Divide the amount into parts and periods
It will detect the total amount and match it
Unique thing -
Invoice scheduling is very advanced
Select how often you want to send the invoice, on which date it should recur, when the invoice should start, and when it should end
You can even change the amount or ask for a deposit in various ways π
Contract Section
Features -
This section is pre-filled with basic contract terms
Automatically detect client's details and freelancer's details
Automatically gets other details like project start or end date, current date, etc.
Unique Thing -
The section supports markdown. Just type
/
to see optionsAlso supports pre-built parameters to edit the contact
You can also add or create templates of contract for different purposes.
E-signature Section
Features
See a few more below articles to learn about the contract stage. π