In the Contract stage, the details from the approved proposal are pre-populated into the Project Agreement template for expert and client review.
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The first pages contain the terms and conditions governing the project, such as confidentiality and work product ownership.
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The following pages of the template capture all of the project-specific details.
Key Steps in the Contract Flow
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Order of signatures: the expert will be asked to fill in their contact information and sign first. After the expert signs, the client will be asked to fill in their contact information and sign.
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Expert and client review the Project Agreement and complete required fields in the interactive PDF.
- Clients and experts are guided through the required fields with helper text for each required text box.
- Details from the expert’s proposal are automatically populated into the project agreement into fixed fields that cannot be edited.
- Project Agreement moves through e-signature flow to execute the contract.
- A copy of the fully executed Project Agreement will be emailed to both parties and stored in the Catalant platform in the Files tab of the Workspace, where it can be downloaded and viewed it at any time.
