Need a second signature for your wedding contracts? You need to first add the second client as a second recipient. Pixifi automates all communications to both clients from there! (reminders, etc). Bonus: add this into your workflow template so you never forget to communicate with BOTH clients.

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

2. Click "Contracts"

3. Click on the contract you want to update. Eg: Wedding Contract, Elopement Contract, etc.

4. Click "Add Recipient"

5. Click this dropdown. This step allows you to manually add a second client to your contract.

6. Click "Save" to keep your work!

7. To automate this, you would need to set up a workflow. If you do not have a workflow set up yet, please refer to our knowledge base for more help with setting one up.

8. To automate the delivery of contracts to your second client, click "Workflow Templates".

9. Choose the template you want to update. Eg: "Wedding workflow 2023 (shared)"

10. Click "Add"

11. Click "Add Contract"

12. Choose a contract template from your dropdown menu. If you don't have one, choose one of our templates and just customize them.

13. Fill in the contract name. Eg: [Your Brand Name] Wedding Contract.

14. Click "Select Contact(s)"

15. Add "Contact #1" field. Contact #1 is typically the primary contact you spoke with or who came in via a lead.

16. Click the "Contact #2" field. This will ensure Pixifi sends the contract to your second client.

17. You can add up to 4 contacts in Pixifi. All contacts should receive an email with a unique system-generated password to sign the contract.

18. Click "Save"

19. Fill in the rest of the automatic items to help you save time when it comes to getting contracts signed.

20. Click "Save" and you are all done.