Sending & managing contracts in Partner Hub

Let me show you what it looks like.

You'll receive an email when someone's ready to move forward with a booking and is requesting a contract.

You can click through in that email or head to your PartnerHub main dashboard and you'll notice that it has the Contract request Requested status.

You can click into the individual listing and review any details of the contract or any conversations that you've had.

to start.

If you'd like to upload a draft version of your contract to have the client redline it or show it to their team, you are absolutely able to do that.

You can select the draft option, hit next, and then upload the file This will be sent directly to the client without any additional information, so you might want to include a message or any other details in the contract itself.

This will be shared directly with the client for their team to review, and they can send you any new or updated versions of the contract through the messenger system in the platform.

If you need to make any changes and upload a new draft craft, you can very easily do that as well.

When everything is to your liking and you're ready to move forward with a signature, go ahead and hit that upload for signature button.

Before we send out your contract, we'll confirm a few details with you.

Firstly, you're able to designate the signatory on your side, whether that's yourself or another member of your team.

We'll show you everyone that has access to your property.

So you can choose from a list, or you can go ahead and invite a new collaborator.

You can add up to two signatories on the hotel side.

So if you have another person that should be signing, go ahead and include them as well.

You also can CC anyone should you want anyone else to have visibility into the contract signing process.

Next, you'll upload your contract.

Once you've uploaded a PDF version of the document, you can go ahead and add in whatever fields are needed.

We require a signature from each party at minimum, but you can have initials or any of the other fields here that you can see to switch between the client and yourself.

You can just move from this drop down.

If you ever need to delete a field, you can just hit the delete button or this trash can here.

Once you've got all your fields in and you're ready to go, go ahead and hit Save Template.

From here you can select the expiration date of the contract, and then you'll also want to include the total contract.

Lastly, if you would like to include a payment link or a credit card authorization form, you're able to either paste in that link or upload a document, if that would be desired, that will be sent with your contract directly to the client.

When you're ready to send, go ahead and hit Send Contract and confirm that you're ready to send it their way.

From here, this will be sent directly to the client for them to sign, and you'll be notified when the signatures are complete on their side.

If you ever need to make any changes to the information that you just submitted, you can easily do that by hitting the Edit button and change the document.

The signatory or any other details before the client has signed.

Once the client is signed and it's time for your signature, you'll receive an email address prompting you to sign and you'll also receive an In App notification.

As you'll see here, if you're not the signatory, it will let you know that the contract is out for signature with the signatory.

But if you are going to be signing the contract, you'll want to go ahead and hit this Sign contract button.

Hit get started when you're ready to sign and then fill in the sections.

You'll insert your signature, your full name, your title, and we'll automatically pull in the date for you there.

Hit continue and then I agree to fully submit the contract.

and that's it.

We'll go ahead and confirm your final booking details to mark everything as fully completed.

So you'll want to go ahead and include your commissions, contact your rooming list coordinator, and also set a due date for the rooming list.

We'll also gather the specific event dates, Enter your attrition rate, and then you can make any updates to the total contract value should that have changed when you entered it the first time.

We'll also remind you of the commission percentage that you've committed to and our IATA number for quick reference.

You can download a copy of the fully executed contract right here.

When you're ready to submit this, go ahead and hit Confirm booking.

And you are all set.

If you ever need to make any changes to your contract, you'll want to head down to this Manage your contract section here.

You can edit the contract value should this change at a later date, or download a copy of the fully executed agreement.

If you ever need an amendment or an addendum to be signed in the platform, you'll follow this exact same process.

And you can easily do that by hitting this upload document button.

And that's it.

That's the pretty straightforward and simple way that you can sign a contract right through BoomPop.