Proposals and contracts
Send a proposal, write contract templates and get contracts signed.
- Build and send a proposalWrite a proposal from an event with packages, a pricing table and terms, email it to your client and see their answer. The client needs no account.
- Write contract templates with placeholdersWrite your agreement once in Settings, Contract templates, with the client name and event date as placeholders, then start every contract from it.
- Send a contract for signatureCreate a contract in an event, email it to your client, who signs on a phone with no account, then resend, void or find it again. Contracts need the Venue plan.
- Amend a signed contractChange what you agreed after a contract is signed: write an amendment, send it for signature, and see the extra invoiced or the credit applied when the client signs.
- History, fingerprints and locked documentsEvery proposal and contract keeps a history of saved versions. A signed contract gets a fingerprint and is locked, so no one can change what the client signed.