Help guide

How to create a contract from a proposal

Turn an accepted scope into a contract without retyping it.

November 9, 2026 · 5 min read

  1. Step 1

    Open Contracts and choose a type

    DealPilot includes 15 contract types, including service agreements, NDAs, and retainers.

  2. Step 2

    Fill in the parties and scope

    Paste the agreed scope from the proposal so the contract matches what the client said yes to.

  3. Step 3

    Review payment and termination clauses

    Confirm deposit, due dates, late fees, and how either side can end the work.

  4. Step 4

    Edit anything the AI guessed

    Treat the draft as a starting point. Have a lawyer review high-value or unusual work.

  5. Step 5

    Send for signature

    Send the link. Once signed, the contract is locked from edits.

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FAQ

Quick answers

No. It is a drafting aid. For high-stakes work, have a lawyer review it.

No. Signed contracts are locked. If terms change, create a new contract or an amendment.

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