What To Know
- This comprehensive guide will walk you through the step-by-step process of sending a contract on Honeybook, ensuring that your agreements are executed seamlessly.
- The client will receive an email notification with a link to review the contract online.
- How do I add a payment request to a contract.
As a business owner, sending contracts is an essential part of your workflow. Honeybook, a popular client management software, offers a convenient and efficient solution for sending contracts. This comprehensive guide will walk you through the step-by-step process of sending a contract on Honeybook, ensuring that your agreements are executed seamlessly.
1. Create a Contract Template
Before sending a contract, you’ll need to create a template. This template will serve as the foundation for all future contracts, saving you time and effort.
- Go to “Contracts” in the Honeybook dashboard.
- Click “New Contract” and select “Create a New Template.”
- Customize the template with your business information, terms, and conditions.
- Save the template for future use.
2. Create a New Contract from Template
To send a new contract, you can use the template you created.
- Click “New Contract” and select “From Template.”
- Choose the appropriate template.
- Enter the client’s information and any specific details for this contract.
3. Customize Contract Details
Once you have created a new contract, you can customize it further.
- Edit the contract text as needed.
- Upload supporting documents or attachments.
- Set the contract expiration date.
- Add notes or instructions for the client.
4. Send Contract for Review
When you’re ready to send the contract for review, click “Send for Review.”
- The client will receive an email notification with a link to review the contract online.
- They can view the contract, sign electronically, or request changes.
5. Track Contract Status
Honeybook allows you to track the status of your contracts in real-time.
- Check the “Contracts” tab to see the status of each contract.
- You’ll receive notifications when the client opens, reviews, or signs the contract.
6. Manage Contract Revisions
If the client requests changes to the contract, you can easily manage revisions on Honeybook.
- The client can suggest changes directly on the contract.
- You can review and approve or reject the changes.
- Once the revisions are finalized, you can send the updated contract for signing.
7. Finalize and Execute Contract
Once the contract has been reviewed and approved, you can finalize and execute it.
- Click “Finalize Contract” when the client has signed electronically.
- The contract will be locked and a final PDF version will be generated.
- You can download and store the signed contract for your records.
Wrapping Up: Embracing Efficiency in Contract Management
Sending contracts on Honeybook streamlines your workflow and ensures that your agreements are executed seamlessly. By following these steps, you can save time, improve accuracy, and enhance the overall client experience. Embrace the power of Honeybook and elevate your contract management process to new heights.
What You Need to Learn
Q: How do I add a payment request to a contract?
A: Click “Add Payment Request” and enter the payment details. You can set up a payment schedule or request a one-time payment.
Q: Can I send a contract to multiple clients at once?
A: Yes, you can use the “Bulk Send” feature to send the same contract to multiple clients simultaneously.
Q: How do I set up automated reminders for contract signing?
A: Go to “Settings > Notifications” and enable email reminders. You can customize the reminder schedule and message.
