Contracts and e-signatures
Send a contract from a reusable template and collect a legally-useful electronic signature online.
Compass sends contracts the client can read and sign online, no printing or scanning. Write the wording once as a template and reuse it for every job.
Templates and merge fields
Create contract templates in Settings → Contract templates. Use merge fields (client name, partner name, event date, location, total) and they fill in per job when you send. Every contract starts from a template, so add one before you make your first contract. You can still change the wording on the job before the client signs.
Signing
The client opens a link, reads the contract, and signs electronically. The signature and the time it was signed are stored with the document. It moves from saved, to emailed, to signed, so you always know where it stands. A saved contract is already in the client's Lounge; emailing it tells them it is there.
Sending automatically
A workflow step can create and send a contract on its due date. See Automatic sending, explained.