You can import your existing contract template or you can start with one of our examples.
1. Create Draft Contract
Once you have a template, there are a few ways you can create your first draft contract:
From the contracts page
You can create a contract by navigating to Documents > Contracts > Context Menu (top right) > Create Contract.
Event details page
You can also create an invoice from an event by clicking on the New Contract button from the event details page.
2. Contract Details
You should choose who you will send the contract to. You can change the “signer” field any time before the contract has been signed. The signer field can accept multiple names (if you need to have multiple people sign this contract).
If there are multiple signers selected the contract will be sent to each person for signature and will not be considered "completed" until everyone has signed.
Next, you should select an associated event. This loads the details for your event package and add-ons into the contract, including any pricing and tax options.
3. Billing Details
You can define certain key billing terms for the contract here:
- Deposit percentage (%)
- When the deposit is due (number of days before the event)
- When the remaining balance is due (number of days before the event)
- Any discount amount ($)
The defaults for the above options can be changed in the administrator settings. You can find these settings at Settings > Billing Options.
4. Appearance
Finally, you can adjust the appearance of the contract by choosing a different document template.
5. Review
You can see a live preview of the contract as you’re updating the changes. You should review the contract for accuracy before sending it to your client.
6. Send Contract
Once you’ve finished customizing your contract, you can send the invoice to the selected recipient by clicking Send Contract. This will email a copy of the contract to the recipient and publishes the contract to the client portal.
