A contract asks the customer to sign an agreement for their event — separate from any quote or payment. Add one from the Contracts tab on their booking request, on your venue's Events page. You can send a contract before, after, or without ever sending a quote.

Send a contract

1. Open the booking request and click the Contracts tab.

   

2. If there's no contract yet, click Add a Contract.

   

3. Click Select document, then choose the file to send — drag one in, use click to browse to upload a new one, or pick one you've used before.

   

4. The contract now shows as Draft. Click Prepare to open it.

5. Set up the document for signing.

6. Click Send to Customer.

The customer gets an email asking them to sign, with a link back to their booking.

Check whether it's been signed

1. Open the booking request and click the Contracts tab.
2. Find the contract in the list. Its Status shows Not started, Draft, Sent or Signed, along with how many signers have signed so far.

If something went wrong — the customer declined, the signing request expired, or the email bounced — the status shows that too. Once it's Signed, click the download icon on the row to get a copy.

Remind the customer to sign

SignWell automatically reminds a customer who hasn't signed — 3, 6 and 10 days after you send a contract. To send a reminder sooner:

1. Open the booking request and click the Workflow menu, near the top of the page.
2. Next to Contract, click Resend Emails.
3. Click Resend Emails again to confirm.