Be sure you've checked out how to create a contract template in Táve first!
Now you've created your contract template and added in the necessary tokens, you'll want to send it out for your client to sign. There's two ways you can get your clients to sign a contract in Táve - including it as part of a quote or sending it as a standalone contract. Let's take a look at both of those options.
Option 1: Include the Contract in a Quote
Watch our short video above, or follow the written instructions below, to include a contract as part of a quote.
The first option is to include your contract in a quote. A quote is a great way to get a client completely booked, in one easy step.
To include a contract in a quote, head to Settings › Quotes, edit your quote template and select your contract template in the Booking Process here on a standard quote:
Or in the Contracts section here on an advanced quote:
With an advanced quote you can include more than one contract for your client to sign, while booking their quote.
When you include a contract as part of a quote it becomes a necessary step in the quote booking process, so your client must sign their contract as part of booking their quote:
Option 2: Emailing a Standalone Contract
Watch our short video above, or follow the written instructions below, to email a link to a standalone contract.
The second option is to email over a standalone contract for your client to sign. A standalone contract is a contract on its own, outside of the quote booking process.
To send a standalone contract, head to the Contracts tab of the lead or job and use the Add Contract dropdown to select your contract template:
If your contract contains any order tokens and you'd like those to populate with information from an existing order on the job, be sure to select it in the Sales Order dropdown here:
The information from that linked Sales Order will then be used to populate any order tokens in the contract text.
Tip: Use the Print Preview button to double check the way the contract's tokens will be filled in for your client to make sure everything looks right before sending. This is important as a contract cannot be modified once signed by the client without sending an amended contract.
When you're ready, use the email option next to the contract to send this out to your client:
This will load up an email composer where you'll see the specific contract is being referenced. You can select any of your Contract Invitation type email templates in the template dropdown at the top.
It's really important that your email template includes item link tokens to be able to pull in a link to the contract that you're sending out. Those item link tokens will become a clickable link to the item the email is referencing (i.e. they'll become a clickable link to the contract you're sending out).
There are a few token methods that will correctly link the Contract:
{{item.name_link}}– This will create a hyperlink of the name of the contract (this is the simplest method).{{item.link_start}}Your Contract{{item.link_end}}– This will turn the text “Your Contract” into a hyperlink to the contract.{{item.link_start}}Your{{item.name}}Contract{{item.link_end}}– This will add the name of the contract and link all of the text between start and end tokens.
Feel free to use the Preview button at the top to take a look at how your tokens will populate before sending the email out to your client:
When your client receives that email, they'll click on the link and be taken to their contract to sign it electronically.
Automating the Sending of a Contract
We’ve explained the two primary ways of sending contracts (attaching it to a quote or emailing a standalone contract). Alternatively, you can have Táve do it for you!