A contract template is the agreement a client signs, written once. EventSage fills in the client, the event and the quote total when it sends a contract.
Before you start
A role that can't change contract templates can only read them. Your standard terms are separate and print on documents from Quick Quote.
Start the template
- Open Contract templates, under Settings then Documents.
- Click Use a starter template and pick "Client Services Agreement, Full Service", or click New template to start blank. With no templates yet, the second button reads Start from blank.
- Click the name above the editor to rename it. A blank template starts as "Untitled template".
The starter marks facts it can't fill in with square brackets, such as your business details, the retainer and the governing-law state. EventSage doesn't check for them, so a bracket left in reaches the client as written. Clear every one before you set the default.
Write or paste the agreement
- Type in the editor, or click Import, then paste on the Paste text tab or choose a .docx, .pdf, .txt or .md file of up to 10 MB on the Upload file tab.
- Check the preview. If the editor already has text, choose Add below the current content or Replace the current document, then click Import.
Add fields, fill-ins and clauses
- Insert field
- Adds a merge field that fills from the event at send. The groups are Client, Event, Business, Quote (linked quote only) and Guarantee (tolerance contracts only).
- Fill-in field
- Adds Blank for the signer, or a client detail the signer can correct, which is Name, Phone, Company or Address. A correction updates the contact at signing, and anything priced stays locked.
- Insert clause
- Adds a starter clause. Read each one before it goes out, because several are marked PENDING ATTORNEY REVIEW.
A red pill reading "Unknown field" isn't recognized. Delete it and add the field again from Insert field.
Quote total and Quote per-person are labeled "(includes sales tax)" or "(excludes sales tax)" to match your setup. A banner warns you if your quotes carry no tax and the agreement never mentions it, but it never blocks a save or send.
Save it and set the default
- Click Save. The line under the name reads Unsaved changes, then All changes saved.
- Click Preview to see what a signer sees.
- In the template list, open Template actions and click Set as default. A Default badge appears. On a narrow screen the list becomes a picker with no actions menu, so use a wider window.
A new template isn't your default. With no default and no contract chosen on the proposal, nothing sends when a client reserves.
Choose which proposals use it
Every proposal uses your default unless it names another. To name one, use the Contract list under Reserve settings in a proposal's Proposal settings panel, or in a proposal template's Template settings panel, as Build a proposal template clients can book from shows. Pick Account default to follow your default.
A proposal copies its template's choice when it's created, so later changes don't reach existing proposals. A client who accepts a shared quote always gets your default.
Something look off?
Work through each check in order. Most fixes take under a minute.