Overview #
The Contracts screen in the ProfiCircle app serves as a centralized platform where seller users can access and manage all contracts related to projects they have won. This documentation provides a comprehensive guide on how seller users can effectively navigate and utilize the Contracts screen to handle contract submission, signing, and invoice management processes.
1. Accessing the Contracts Screen:
Upon logging into their ProfiCircle seller account, users navigate to the main dashboard.
From the dashboard, sellers locate and select the “Contracts” option from the sidebar menu or designated navigation tab.
2. Overview of Contracts:
Upon accessing the Contracts screen, sellers are presented with a detailed list of all contracts associated with projects they have won.
Contracts are listed in a table format, displaying key information such as:
- Project name or reference
- Contract status (e.g., pending submission, awaiting buyer signature, awaiting seller signature, completed)
- Actions available for each contract (e.g., submit contract, view contract, upload invoice)
3. Contract Submission Process:
For contracts, sellers follow these steps:
- Add the contract structure in the input field.
- Click on the “Approve contract” button to initiate the submission process.
- Confirm the submission and wait for the buyer to digitally sign the contract.
4. Contract Signing Process:
Once the contract has been submitted, the buyer is notified to review and sign the contract.
- Sellers receive notifications regarding the status of the contract, including updates on the buyer’s actions.
- If the buyer signs the contract, sellers are prompted to review and sign the contract themselves.
- Sellers digitally sign the contract to acknowledge agreement with the terms and conditions.
5. Invoice Management:
Upon successful contract signing, sellers proceed to manage the invoice for the project.
- Sellers upload the invoice document, specifying details such as project costs, payment terms, and due date.
- After uploading the invoice, sellers await payment from the buyer.
6. Approval of Payment Receipt:
Once the buyer has processed the payment for the invoice, they upload a payment receipt.
- Sellers review the uploaded payment receipt for verification.
- If the payment receipt is accurate and matches the invoice, sellers approve the receipt to confirm receipt of payment.
7. Conclusion:
The Contracts screen within the ProfiCircle app provides seller users with a streamlined platform to manage contract submission, signing, invoice management, and payment receipt approval processes for projects they have won. By leveraging this feature, sellers can efficiently handle contractual obligations, facilitate seamless communication with buyers, and ensure timely payment processing for completed projects.
