Quick Start Guides: Clients Tab

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QUICK START GUIDE: DIGITAL CONTRACTS


Know the Facts on Digital Contracts What is a Digital Contract? A digital contract allows you to create and customize a secure online contract for you and your potential client to sign, binding your agreement for their big event.

Why should I care? No more faxes or waiting for the mail to arrive! Digital Contracts allow you to save time and secure business faster with customizable contracts, quick contract revisions, and electronic signing directly through your client’s personal, password-protected Client Site.

How can WeddingWire help? WeddingWire’s Digital Contracts make it easy for you to create customizable online contracts for each of your clients! Provide your client with all the details by adding a new package, adjusting your contract terms, setting your payment schedule, and specifying who's required to sign. Once you’re done, simply publish it to your client’s very own password-protected Client Site for their review and signature. There is no quicker way to generate contracts from start to finish! You will: • Save time with contract revisions through online change requests and contract amendments • Close the deal faster with e-signatures through your client’s password-protected Client Site • Store and access your contracts anytime using a web browser

How do I get started? Premium WeddingWire members have instant access to Digital Contracts located within the Clients section of their account. Simply log in to your account today to get started! Not a Premium member? Learn more about Digital Contracts by speaking to your local WeddingWire representative!

Questions? We're here to help! Contact us: support@weddingwire.com A representative will be in touch with you as soon as possible!


Step by Step: Digital Contract WeddingWire’s Digital Contracts allows you to save time and secure business faster with customizable contracts, online contract revisions, and electronic signing directly through a personal password-protected client site.

Get Started! Creating Digital Contracts: 1. Under the ‘Clients’ tab, select ‘Inquiries’ 2. Click on the name of the contact you’d like to generate a contract for 3. You can create a contract by clicking on the ‘Contract’ Tab, ‘Create’ button or ‘Create a Contract’ 4. Select the ‘Create Contract’ button 5. Select what package you’d like to add to your contract from the dropdown menu 6. Review and adjust the package contents, items and price to your liking, then select ‘Update’ 7. Once completed, click the ‘Save and Continue’ button *Note: Click the ‘Save as a new template’ button to save as a template for future use • Next, review your contract and select the ‘Edit’ button on the right hand side to make adjustment to any of the following sections: Payment terms, Contract terms, Signatures • Once you’re done making edits you can:

- Click the ‘Publish to Client Site’ button on the top right side

- Email your contract to your client by clicking the ‘Send Contract’ button

- Print Contract (under the ‘Contract Options’)

- Sign Contract in person (under the ‘Contract Options’)

- Cancel this Contract (under the ‘Contract Options’)

Questions? We're here to help! Contact us: support@weddingwire.com A representative will be in touch with you as soon as possible!


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