How to create a contract for an event and send to a client

1. Navigate to https://www.pixifi.com/admin/clients/

2. Contacts > Clients > event to send a contract for

3. Click "Contracts"

4. Click "Create New Contract"

5. The form will appear and the Invoice you just created will automatically be pre-selected in the drop-down box. The brand associated with the Event will also auto populate on the contract form and the next thing you will need to do is choose the contract template you’d like to use for this contract.

6. If you need to create a contract template, head to Templates > Contract Templates

7. If you have already have Contract language click 'Add New Contract Template". If not, click "Show Templates Wizard" to work from prebuilt contract templates.

8. Back at the event page, once you've selected a Contract Template, Click "Save Contract"

9. You are then taken directly to the Contract edit screen. On the right you’ll see a section labeled “Recipients" and even though only one signature from each party is required, every single person you add to the contract here will be required to virtually sign the Contract before it will be accepted as legal.
When you click on the [+ Add Recipient] button a form will drop down and you will have the option to populate from an existing Client’s data or enter the information in manually.

10. You can also add payment amounts such as a required retainer that your Clients are prompted to pay upon the signing of the contract.

11. Click "Publish + Send Contract"

12. Send the contract via Email

13. Choose your email template to send the contract to your Clients.

14. By checking this box, you will be allowing the system to pen your virtual signature to the contract automatically.

15. Click "Send Contract"

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