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Client Contract
What sections are included on the contract page? (Freelancer & Agency) 𝌞
What sections are included on the contract page? (Freelancer & Agency) 𝌞

Know about sections of the contract page and its features

Jiwon avatar
Written by Jiwon
Updated over a week ago

Yess has amazing features to make things easy for freelancers.

Let's see each section one by one! ⛳️


Contract Page πŸ“„

Let's break the contract page into sections.

  1. Header

    Features -

    • Switch between tabs Client Contract and Freelancer 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 button

    • Send 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! πŸ˜‰


  2. 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


  3. 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 -

    • This section support markdown. Just type / to see options.


  4. 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


  5. 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


  6. 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 πŸ‘‡


  7. 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 options

    • Also supports pre-built parameters to edit the contact

    • You can also add or create templates of contract for different purposes.


  8. E-signature Section

    Features

    • e-signature feature built-in - Type your name or upload your signature


See a few more below articles to learn about the contract stage. πŸ‘‡

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