Compile a contract
📌Note: In the contract, you can also view any additional details, booking set-up requirements, pre-orders, payments and any minimum spends added.
You can compile a contract within a booking or enquiry by following the steps below:
In the booking or enquiry click the Contract tab.
Click Edit Contract.
Click Fill in from Settings and add the client's address.
You can edit the body of the contract, the header and footer, or use the default template.
Populate the sections.
You can add as many sections as you want using a mixture of custom and imported.
To customise the contract sections, click Add Custom Section.
The section is created at the bottom of the contract. Add a section title and the details.
To choose one of your preloaded sections, click Import Section and select a section.
To delete a section: Click Delete Section.
Click Done, then click Save.
Sign a contract
Both the Access Collins user and customer can e-sign a contract in Access Collins. To e-sign as an Access Collins user, follow the steps below:
Click More, then select Sign Contract.
Enter your name to be printed onto the contract.
Click Sign.
The date and time that you signed the contract are recorded and printed on the contract.
If you need to resign the contract, you're given a warning message advising that you may need to resend it to the customer.
Email the contract
You can send the e-sign link to customers by following the steps below:
⚠️ Important: Make sure to save the contract before emailing out the link.
Click the Contract tab.
Copy the URL.
Click the Messages tab.
Compose your email and paste the URL into the message box.
Click Send.
The customer can read and check the contract before signing it at the bottom. After they've signed it, they can download the contract immediately. They also receive a copy of the signed contract via email.
View signed contracts
When the customer has signed the contract, you’ll receive a notification. You can view it by following the below steps:
Click Notification Centre.
Click Contracts signed.
Select the contract.
You can also see the date and time the customer signed the contract.
📌Note: There's also a green tick on the Contract tab of the enquiry. This disappears once you've cleared the notification.
Send or print a contract
Once all parties have completed a contract, you can download, print or email it by following the steps below:
Click More.
Select either:
Print: To print it straight away.
Download: To download it as a PDF document.
Attach to email: This opens the messages section with the contract already attached as a PDF document.