Confirm acceptance

Open the proposal and confirm the status is Accepted. You'll see the acceptance timestamp and the client's name in the activity timeline.

Generate the contract

• From the accepted proposal, click Convert to Contract (or Send for Signature).

• Loyva drafts a contract document using the proposal's terms, line items, and totals. Variables like {{Client Name}} are resolved.

• Review the draft in the document editor and add any signature, date, or initial fields where they're needed.

Send for signature

Confirm the signer(s), add CC recipients if needed, and send. The client receives the eSign consent step first, then signs through the embedded signing experience. You'll be notified on completion.

Vault the executed copy

When everyone has signed, Loyva produces two files:

• An Authoritative Copy (UCC § 9-105 compliant) stored in the vault: non-downloadable, non-printable, view-only.

• A Copy for day-to-day reference: downloadable and printable with audit logging.

Both are linked back to the originating proposal and to the client record so the full history stays connected.

What happens to reporting

• Accepted RMR and one-time revenue continue to roll into Reports.

• The signed contract starts contributing to vault and compliance reporting.

• Any billing integration (Stripe, QuickBooks) can now use the signed contract as the source for invoices.

Note: Vault Authoritative Copies cannot be downloaded or printed, that's by design for legal authenticity. Use the Copy for any operational need.