Contract Proposal Printed Form

Feature

Starting with version 3.9, Goldenseal project management software includes a Proposal printed form, so you can print a contract directly from a Contract record.

This is useful for folks who want to print short contracts directly from a Contract record, rather than using the Write Contract button to create contract text. The Proposal form looks like a business form.

Suggested By

User feature request.

How to Use

To print the Proposal form, follow these steps:

1. Choose Contracts from the Income menu.
2. Locate the contract you want to print.
3. Choose Print Forms from the File menu, then enter the range of contract records to print.
4. Click the Print button.

To customize the Proposal printed form, follow these steps:

1. Choose Custom Layouts from the Options menu, and choose Printed Forms from the submenu.
2. Enter Contracts into the Transaction popup field at upper left.
3. Use the drawing tools to move items, add fields, or perform any other changes.
4. To save the changes, choose Save from the File menu.

Technical Details

For longer contracts, click the Write Contract button, and save a file to open it in a word processor.

The Proposal printed form works best for short contracts (less than 1/2 page in size).

HINT-- To get a price breakdown, enter costs into an Estimate record, and then print your Proposal form from that.