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.
Note: If you prefer to sign manually, do not set a default business counter-signer. In this case, once the client completes their signature, the contract will show the business counter-signer as “Pending Auto Signature.”
This status does not mean auto-sign is enabled—it simply indicates that the business signature is still required and can be completed manually.
To complete the business counter-signature manually:
Click the three dots next to the counter-signer's name in the E-Signature section.
Select Update Signature.
Complete the signature fields and save.
Note: The business counter-signer does not receive an email notification when the client completes their signature. You will need to either enable automatic signing (recommended) or manually check the contract and sign after the client has completed their signature.
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
⚠️ Important: The signer search pulls from all contacts in your Releventful account — not just contacts already on this event. Type carefully and confirm you are selecting the correct person before clicking Grant Access. Selecting the wrong contact will add them as a required signer, and the contract will remain in Partially Signed status until their signature is collected or they are removed.
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
Viewing the Signed Contract
There are two ways to access the signed contract:
Option 1 — View in Releventful without downloading:
From the Quick Close Invoice screen, click Preview in the upper-right corner.
Select the Contract tab.
The contract with all completed signatures will display directly in Releventful.
Option 2 — Download the signed contract:
From the invoice editor home screen, click the Contract tile.
Click Download Contract.
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