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Contracts

Learn how to edit the Contract section on your proposal!

Carlos Sanz avatar
Written by Carlos Sanz
Updated over 11 months ago

Contracts Video Walkthrough Part 1

This video will cover a basic overview of the Contract section of the Curate Workroom. This will cover how to access contracts as well as add/edit/remove contracts, sorting contracts and creating a template.

How To Access Contracts

You can access your contract by opening the workroom of your proposal and then selecting "Contracts" at the top of the page.


Adding A New Contract and Sorting Sections

Select the "+" Icon to add a contract into your event. You can add multiple contracts to an event. This can help you manage your Booking, Rental, Catering, Venue, and/or Vendor contracts!

If you have more than one contract, you can sort your contracts by clicking the up and down arrows as seen below.


Edit, hide, and save as a template

At the top of the contract in the edit toolbar there are several options to help you edit and organize your contracted in a legible way. You can also use the eye icon to hide this contract.

Clicking the contract menu will allow you to edit the contract name, save this contract as a contract template, archive the contract or delete the contract. You cannot edit or hide a contract after it has been signed by your client, however you are able to archive the signed contract if needed.


Contracts Video Walkthrough Part 2

This video covers how signatures work, hiding contracts and how to get notified when a contract as been signed.

Signatures

You can add in your own signature by clicking the "Add Your Signature" button at the bottom of the contract. Click the blue "+" icon to add in a place for your client to sign. Signature fields are set live as soon as they are added, there is no need to republish the proposal to add in a second signature field for your client. Keep in mind that edits cannot be made after the contract is signed, that includes additional signature fields.


Notifications

Navigate to Settings > Notifications you can select to edit and then turn on notifications for when a signature is added.


Questions?

Reach out to our support team by using the chat bubble in the bottom right of your screen!

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