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Agreements the client fills in and signs online.

Start from your own template. The event fills in the blanks it already knows; the client answers the rest in their portal and signs, and you both keep the signed PDF.

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HEHarbour Events
Signed

Planning Agreement

Harbour Lights Gala

1. Parties

This agreement is made between Harbour Events (the Planner) and Maya OkaforMaya Okafor of Harbour Trust (the Client).

2. The event

The Planner will plan and run the Harbour Lights Gala on March 14, 2027March 14, 2027 at Harbour HallHarbour Hall, for an estimated 220220 guests.

3. On the night

The Client’s contact on the night is Lena BrooksLena Brooks, who can be reached on (415) 555-0142(415) 555-0142.

Signatures

Signed electronically. Each signature is recorded with the signer’s account, the time, and a fingerprint of this exact text.

Maya Okafor
Maya Okafor
Client
Signed
October 9, 2026, 4:12 PM
Jess
Jess
Planner, Harbour Events
Countersigned
October 9, 2026, 5:03 PM
Harbour Events · Harbour Lights Gala · Page 1 of 2
EventCountersigned by Jess
Download signed PDF
HEHarbour Events
Signed

Planning Agreement

Harbour Lights Gala

1. Parties

This agreement is made between Harbour Events (the Planner) and Maya OkaforMaya Okafor of Harbour Trust (the Client).

2. The event

The Planner will plan and run the Harbour Lights Gala on March 14, 2027March 14, 2027 at Harbour HallHarbour Hall, for an estimated 220220 guests.

3. On the night

The Client’s contact on the night is Lena BrooksLena Brooks, who can be reached on (415) 555-0142(415) 555-0142.

Signatures

Signed electronically. Each signature is recorded with the signer’s account, the time, and a fingerprint of this exact text.

Maya Okafor
Maya Okafor
Client
Signed
October 9, 2026, 4:12 PM
Jess
Jess
Planner, Harbour Events
Countersigned
October 9, 2026, 5:03 PM
Harbour Events · Harbour Lights Gala · Page 1 of 2
EventCountersigned by Jess
Download signed PDF

From your template to a signed copy.

An agreement is drafted from a template, sent to the signers you choose, filled in and signed by the client, then countersigned. Answers the event did not have yet are written to it; one that disagrees with the event waits for you to choose.

  1. 1

    DraftJun 30

    Event services agreementFrom your template · event date and venue filled inDraft
  2. 2

    SignersJul 1

    Dana Ellisclient · accepted her portal invitationWaiting
    Jamie Hollowayplanner · countersigns after the clientWaiting
  3. 3

    ClientJul 2

    Sent for signatureEmailed, with reminders after 3 and 7 daysViewed
  4. 4

    SignedJul 14

    Dana Ellis, then Jamie HollowaySigned PDF with the signature recordSigned
  5. 5

    EventJul 14

    Estimated guest countEmpty on the event, so her answer fills it240

Nothing goes out half ready.

Choose who must sign. A client can be chosen once they accept their portal invitation, and the draft lists whatever still stops it being sent, so a greyed-out button never leaves you guessing.

AgreementSignersHistoryEmail

Required signers

Clients sign first, then planners. A client can be chosen once they accept their portal invitation.

Jamie Hollowayplanner · jamie@hollowayevents.com
Dana Ellisclient · invited, has not accepted yetResend invitation

One thing before this can be sent:

  • Choose at least one required signer.
Save draftSend for signature

A signed PDF that shows its work.

Each signature is kept with the signer’s account, the time, the IP address, a fingerprint of the exact text and the consent they gave. The record prints at the end of the signed PDF.

Electronic signature record

Signed by
Dana Ellis
Signature
Dana Ellis
Email
dana@harborarts.org
Signed at
2027-07-14T16:42:09.000Z
IP address
203.0.113.24
Document SHA-256
9f2c41d07be35a8e61c4f0d29a7b53e8c1d64f2a90b7e3c58d1f6a24c0e97b31

I reviewed this agreement, consent to electronic records and signatures, and intend my typed signature to be binding. I can download or print a copy.

Change it without touching what was signed.

Every version is kept. Revising a sent agreement withdraws it while you edit; amending a signed one starts a new draft and leaves the signed copy and its signatures exactly as they were.

AgreementSignersHistoryEmail

Immutable snapshots, newest first. Earlier drafts remain private to your team.

Version 3 · signedJul 14, 2027, 11:42 AM
Version 2 · sentJul 2, 2027, 10:05 AM
Version 1 · draftJun 30, 2027, 4:18 PM

Amend this agreement

Starts a new draft based on this one. The signed agreement and its signatures are kept exactly as they are.

What is changing, and whyThe guest count rises to 260, with a second bar.Create amendment draft

Also here: blanks you answer before sending, a signing deadline, reminders after 3 and 7 days, Request changes for the client, and Send again now when an email went astray.

Send the next agreement from the event.

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