Can I create a contract?
Yes. To create a contract in Hectic, choose the client you'd like to create a contract with and choose proposals. Add as much or as little detail as you want about the work (for more details on the available customization, read this article), then mouse over the proposal and choose + Insert block and choose "Contract terms."
Payment terms will be automatically added with an invoice schedule, late payment fee, and percentage. Edit this by clicking the terms. You can toggle on "include legal terms" to add full legal terms to your contract. You can also convert the legal terms to editable text by clicking the button.
Contract terms were written by a lawyer for Delaware law. If you have questions, then you should contact your own lawyer.
Add your signature, send your contract using the share button in the upper right corner, and when it returns signed, congrats! You have a full executed, legally-binding contract.
Can I create quote or estimate?
Yes. To create a quote in Hectic, navigate to the client that you would like to create a quote for (or create a new client) then choose proposals. Add as much or as little detail as you want about the work (for more details on the available customization, read this article).
You can use the deliverable packages block to show the projects and deliverables with their associated fees if you would like.
Click on the signature block and then click the trash can icon to delete it. This allows you to send an informal quote to a prospective client. Click "Share" in the upper right corner to finalize and share with them.
Your prospect can click "leave a comment" to let you know what they think of the proposal. You'll receive an email and a notification of any comments.
If you'd like to turn this quote into a contract after your prospect has given their approval, click into the proposal and choose "Edit proposal" at the top. Add contract terms and/or signatures to create a legally-binding contract.
All previous comments and notes will be retained.
How can I put my current proposal, contract, or quote into Hectic?
If you already have a quote, proposal, or contract that you use, you can copy the text of that document and paste it into a text block in Hectic. Opt to add signatures or Hectic's legal contract terms. This will save your quote, proposal, or contract with your client files in Hectic.
How do proposals, contracts, and quotes work with the rest of Hectic?
When you create a proposal with projects or deliverables and their associated fees and/or payment terms, Hectic can automatically create projects and deliverables based on your proposal once it becomes a fully executed contract. If you have a deposit invoice associated with your payment terms, Hectic will also create a deposit invoice based on the terms. To send the deposit invoice, you just need to click it in invoices to approve it.
Can I turn a quote into an invoice?
Watch for an update coming in later 2022 for a more user friendly process to go from quote to invoice.
Currently, you could do this by creating an invoice with your quoted amounts. Create a new invoice for the client you would like to send the quote to. Enter manual line items with quoted prices. Remove payment instructions and payment terms and add in the notes that this is a quote. Once your quote has been approved, you can click the invoice and choose the [...] in the upper right corner. Choose "Return to draft" to edit the invoice with payment terms and instructions and update your due date to reflect the actual due date for payment. You can now resend this invoice.
Do you have a proposal or contract template?
When you create a new proposal and choose a fresh start, the default blocks are a great starting point for creating a proposal. Use the text blocks to describe your client's needs and how you will solve it. Use the "Deliverables and timeline" block to show the actual project and deliverables along with the associated fees.
You can also use our sample payment terms by mousing over the default options and choosing + insert block and choose "Contract terms." This will insert a default recommended set of payment terms. Click on the terms to edit. You can also click on the terms if you would like to add additional legal terms.
Our legal terms were written by a lawyer for Delaware law. If you have questions, then you should contact your own lawyer.