When you add a contract to a smart file, you can easily book a client and obtain their electronic signatures. Additionally, you have the option to enhance the experience by including an invoice, client questions, and more.
Regardless of how you choose to build your smart file, the outcome will be a smooth client experience and a contract that aligns with your branding.
Add a contract to a smart file or template
The contract block will be what adds contracting capabilities to your smart file. When you add this block to your smart file, a new page will be created that holds the contract.
Add the contract block to an existing page
While creating your smart file, select the large plus ( + ) button to add a new block
Select Contract
From here, either:
Select + Start from blank
Select an existing smart template to pull in its contract
Add the invoice block to a new page
At the top of the builder, select the page icon > select Add page
From here, either:
Select + Start from blank to add a blank page > select Contract
Select pages of an existing smart file template that contain an contract
Add smart fields to the contract
Smart fields can efficiently gather project details and request information. Learn how to add smart fields to a contract.
They have various functions, including:
Automatically extracting relevant dates, locations, client contact information, and other project details from designated fields
Automatically including responses to questions you've asked in your smart file prior to the contract
Automatically incorporating session-related information, such as meeting date, time, location, and name
Prompting clients to complete fields before they can sign, which can be made mandatory if needed
Sending reminders to fill out specific client or project information before sending it out
📚 Tip
You can also use smart fields to add your client's initials to specific clauses.
Insert payment or service recaps
If you've included services or an invoice in a smart file that also contains a contract, you can pull information dynamically from those blocks into the body of the contract.
Select the block that holds the contract
From the settings sidebar, insert a recap:
Inserting a payments recap will insert the payment schedule (supplied from the invoice page)
Inserting a services recap will insert the client's service selections (supplied from the services page)
Add signature lines to the contract
You're almost done. Now, make sure you can gather signatures on the contract.
📣 Note
If you're working on a template (aka you started from the My Templates screen), you won't be able to add signature lines. Return here when you're about to send the contract to a client.
At the bottom of the contract, find the signature block
If you want to change who must sign the contract, select the signature line > select the new assignee from the settings sidebar
By default, the creator of the project and the first participant of the project will be selected (but you can change these)
Optionally, select the email to change it
If more signatures are required from other project participants, select Add signature > select the assignee from the settings sidebar > toggle whether their signature is required
📚 Tip
You'll be able to sign the contract as soon as it's sent. No need to resend the contract once you sign—your client's version of the file will automatically reflect that update.
Share the smart file
The final step: send your smart file to the client so you can get what you need. Learn how to share a smart file.
✅ Note
If you find an error with your smart file after you've shared it, you can edit it and resend the updated version. Learn how to edit and resend a smart file.
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!