Prepare a contract and send it for e-signature

How to do it

These steps are for PlanWell on the web.

1. Open the event’s Booking section. Under Start from a template, choose an active contract template, optionally use Link proposal, and select Create contract draft. Open the agreement to edit Agreement title, Agreement text, and the optional Signing expires on date (end of day UTC).
2. Select the Required signers and choose Save draft. Clients must accept their event invitations before they can be selected.
3. Resolve any listed blockers, choose Send for signature, and confirm. Follow progress in Signers; planner countersignatures follow all required client signatures.