Documents & e-signature
Proposals, contracts, BEOs, and invoices — signed online.
Documents are generated from an event's order on the Docs tab. Pick a type (proposal, contract, BEO, invoice), and the document builder assembles it from your order, event details, and billing widget.
Sharing
Every document gets a private share link (and lives in the client portal). Clients view it as a clean branded page — no login needed — and you can attach it to any email.
Click-to-sign
Signable documents collect a typed or drawn signature plus the signer's name and email. On signing, the document locks, the status flips to Signed, and both sides get a copy.
Integrity & audit
Each signed document records a SHA-256 fingerprint and a Certificate of Completion with the full audit trail (viewed, signed, from where) — included in the downloadable PDF.
Sign-then-pay
By default, online payment stays locked until a shared signable agreement is signed. You can turn this off per venue or org in portal settings.
Which document rules the money
When an order has payable documents, the most authoritative one (signed beats sent beats draft; invoice > contract > proposal > BEO) sets the grand total that guests are charged against — so the number the client agreed to is the number they pay.
Last updated 2026-07-25