Infinity3 Help Centre

Prepare a customer proposal or agreement and keep it with your other business activity.

Before you start

You’ll need access to Documents & Contracts and the wording, scope and pricing you want to include. Use your business’s approved agreement wording.

Create your document

1. Log into the Infinity3 Platform at app.infinity3.ai.
2. Open Payments → Documents & Contracts.
3. Select New and choose a new document, an existing PDF upload or a template.
4. Give the document a clear title.
5. Add your content and branding. For an uploaded PDF, position the required fields over the relevant parts of the page.
6. Add the customer and check their details.
7. Review the document and save it as a draft.

Check before sending

Read the document as the customer will see it. Check names, dates, services, prices and any personalised values.

For example, a website proposal should clearly describe the work included, expected timescales and the next step for the customer.

Things to know

• A draft still needs to be sent before the customer can respond.
• Use a distinctive title so colleagues can find the correct version.
• Check any payment settings separately before sending.
• Available options depend on your account and permissions.

If Documents & Contracts is missing, contact Infinity3 to check your access.