Add a Contract
1. From the Quick Close Invoice screen, click the Contract tile (shown below)
2. On the Contract Management page, click Create Contract (top right) or Add a Contract
3. Choose whether to include the contract in the Invoice Preview for client visibility
4. Add your contract:
Click Choose Template to use an existing contract template
Or copy and paste your contract directly into the text editor
Adding a Business Counter-Signer
If you need someone from your team to sign the contract:
1. Click the Signature Settings icon on the contract page
2. Under Business Counter-Signer, search for and select the team member
3. They will be added to the E-Signature section
To enable automatic signing:
Click the three dots next to their name
Select Set as default business counter signer
Note: When auto-sign is enabled, the business signature will be applied automatically after all required client signatures are completed.
Changing Event Status After Signing
You can automatically update the event status once the contract is signed:
Select the Signature Settings button on the contract view
Locate the Signing Status section
Select the desired status from the Event Status dropdown
Editing or Updating the Contract
To make changes to an existing contract:
From the Quick Close Invoice screen, click the Contract tile
Click Edit Contract
Make your updates in the editor
Click Save Changes
Adding Multiple Client Signers
To require more than one client signature:
1. The primary client will already be listed
2. Click the “+” icon next to their name
3. Search for and select the additional signer
4. Assign their access level:
Pay & Sign or Sign Only (required for signing)
5. Click Grant Access
Repeat these steps for each additional signer.
Contract Status & Client Access
The contract status on the invoice will show Pending Signature until all required signatures are completed
If one client has signed the contract, but other client signatures are still pending, the contract status will change to partial signed with the following notification.
Clients will not be able to access the invoice or proceed with payment until all required signatures are collected
Once all signatures are complete, the invoice becomes available
Showing the Contract in the Invoice Preview
To display the contract to your client:
Ensure Show Contract is enabled in the Invoice Settings
Click the Send to Client button in the upper right hand corner of the Quick Close Invoice screen to provide them with their access link