Sending Contract to Subcontractor: Step-by-Step Guide

Learn how to efficiently send contracts to subcontractors after approval, ensuring seamless project progression and clear communication. This step-by-step video tutorial guides you through the process of pushing commitments and sending contracts, streamlining your contract workflow management.

Video Overview:

Discover how to navigate the process of sending contracts to subcontractors, from reviewing the approved scope to finalizing and sending the contract package. This tutorial provides practical insights into verifying contract details, reviewing merge fields, and confirming the contract package before sending it to subcontractors.

Key Steps for Sending Contracts:

• Accessing Approved Scopes: Navigate to the project dashboard to view approved scopes awaiting contract issuance. Identify the approved scope and proceed with pushing the commitment to initiate contract sending.
• Reviewing Contract Package: Verify the contract details, including contract form, assigned users, and merge fields. Ensure all necessary documents are included in the contract package, both initial contract documents and flow-down documents.
• Reviewing Merge Fields: Confirm and review merge fields to ensure accurate auto-filling of contract information. Address any missing or inaccurate merge fields to ensure contract completeness and accuracy.
• Confirming and Sending: Review the contract package one final time to ensure all required documents are included. Confirm the completeness of the package, then proceed to send the contract to the subcontractor's inbox.

Why Contract Sending Matters:

Efficient contract sending is crucial for:

• Facilitating timely contract issuance to subcontractors, ensuring project progression.
• Maintaining clear communication and transparency throughout the contract workflow process.
• Streamlining subcontractor engagement and project management tasks.

Conclusion:

By mastering the contract sending process outlined in this video tutorial, you can effectively streamline your contract workflow management and ensure timely contract issuance to subcontractors. This guide equips you with the knowledge and tools to optimize your project management workflow and enhance subcontractor collaboration.

Explore the video now to enhance your contract sending skills and streamline your project management process.