When you require a signature from your client to seal the deal, but don't need to send a payment schedule at the moment, Contracts are just the ticket.
Contracts through HoneyBook are legally binding documents that allow you to specify the nitty gritty service information of your project, and they require your client to review and sign the file — which they can do right through our platform — before the project can proceed. When you countersign, your client will automatically see that update in the file on their end, and then you're ready to roll!
There are several elements involved in creating a Contract, including:
- Creating Contract Templates in advance, to save yourself time and effort.
- Creating the Project that requires a Contract.
- Customizing the file's header to fit your brand.
- Adding your agreement language and dynamic Contract Fields.
- Personalizing the email that you send with the file.
To create and send a Contract:
1. Find or create the Project that requires a Contract, as all files need to be associated with an existing Project.
- Find a Project: search via the search icon in the top left corner of your Home page, or select the Projects tab to review your full list of Projects.
- Create a Project: learn how here.
2. Once in the Project's workspace, click the New File button.
3. Select Contract from the file menu.
4. Choose to start with a blank Contract, a recently used Contract, or a Contract Template.
5. Now, you can customize your file header — here's how to edit the file name, background image, and more.
6. Enter the full text of your Contract in the text box below the header. Feel free to take advantage of the text formatting options — customize to represent your brand!
- HoneyBook Tip: HoneyBook Contracts are legally binding, so make sure to clearly include all relevant service information here.
7. Click the Field Options button in the format tool bar to add fields that automatically pull in Project details such as your client's info, event specifics, relevant dates, and more — choose any fields that currently exist in your HoneyBook Projects.
- Field Name will show as placeholder text if no value is assigned in the Project.
- Field Value can be entered for fields that are more static (like your business information), but you'll likely want to leave it blank; this will prompt you or your client to enter specific Project info before sending or signing the file.
- You can select whether your client Can Edit (has the option to update), Must Fill (is required to update), or Can't Edit the field.
8. Use the other add buttons in the format tool bar to insert:
- A header
- A payment schedule, auto-populating from your Project
- Your Package List
PLEASE NOTE: Contract signature lines will be automatically added to the bottom of the Contract — one for the Project owner (either you, or the teammate that created the Project), and one for the first participant added. For Projects with multiple participants, you can choose to have all parties sign, or remove participants with the trash can icon. A signatory MUST be added as a Project participant in order to sign a Contract.
9. When you're ready, click the Client View button in the top right corner to preview what your client will see, or just click Next: Review Email to proceed.
10. Review your email subject line and body, and make any edits you'd like. Learn more about editing your emails here.
11. Click Send! HoneyBook will send the email and Contract right to your client.
You'll be notified when your client signs the file, at which point you can countersign to make the agreement official. No need to resend the Contract once you sign — your client's version of the file will automatically reflect that update.
Need to edit a Contract you've already sent and/or received a signature on? Check out how here!
PLEASE NOTE: If you've added multiple participants to your Project but you only need to send the Contract to one (or a certain subset of the participants), you can create a related Workspace within your Project to do so!
Want to learn more?
- HoneyBook file types
- What do my clients see when I send a file?
- What Templates can I create?
- Getting paid through HoneyBook
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!