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Deals and agreements
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Deals and agreements
Proposals, scope, acceptance, and changes.
Cancel an agreement
Cancel from the deal when Cancel this deal is shown.
Change agreed work or price
Change an accepted deal only through the control the deal or the workspace arrangement shows.
Counteroffers and revisions
When terms change, the offer has a new version and a round.
Digital records of agreements
The offer version, the thread, and the deal are the records.
Disagreements about terms
Go back to the offer version that was accepted, or to the latest version if nothing was accepted.
Review terms before accepting
Before you accept, read the scope, the total on the offer, the schedule, Cancellation, and any deposit line the offer shows.
Understand scope and deliverables
Scope is what will be done.
What changes after acceptance?
After the product records acceptance, the thread can show that a deal was created.
What if the other person does not respond?
Silence is not acceptance and it is not a cancellation.
What is a proposal?
A proposal is the offer in a conversation: scope, price, timing, and conditions, including Cancellation.
When is an agreement confirmed?
An agreement is confirmed when the thread says the agreement has been created and the toast said Deal confirmed.