Owner workspace · Pilot workflow

Use invented names and details only. The record is saved in the C12 Pilot database.

One line item, tax 0% for this fictitious test. Draft only; nothing is sent to a customer.

Creates a test project and a Prepared contract record with the estimate amount. No legal document, terms, signature, email or payment is produced.

Copies the demo contract amount into a Draft invoice record. No invoice PDF, email, due date or payment request is produced.