Contracts and e-signatures
Contracts sends your agreements for electronic signature with Sessionboard e-sign and keeps each one with the person it’s for. There is nothing to connect and no other account to open.
Why use it
Section titled “Why use it”The agreement is filled from the person and their group, so nobody retypes a name. Its status sits next to the person instead of in someone’s inbox, and the signed PDF is kept with them when the last person signs.
Start from a starter template
Section titled “Start from a starter template”Sessionboard CRM has three starter templates: a speaker agreement, a sponsor agreement and an exhibitor agreement. Choose one under Templates to add it. It’s ready to send at once.
To change a template’s wording or who signs it, select Edit in Sessionboard. It opens the template editor, where you can also write your own template. Only a published template can be sent.
Send an agreement
Section titled “Send an agreement”Start from the person
Open the person, or select Send on Contracts and choose them. For a sponsor or exhibitor, choose someone in that group.
Choose the template
Pick a template and, if the agreement is for one event, the event. The event’s name and dates fill in, and the emails and signing page carry its branding.
Check the title and the email
Change the title, the email subject or the message if you like.
Confirm
Sessionboard CRM asks you to confirm, with the email address it goes to. Once you do, they get an email with a link to read and sign the agreement.
A sent agreement can’t be taken back, only voided. Sending one makes the person an active contact. See Active contacts.
Statuses
Section titled “Statuses”| Status | Means |
|---|---|
| Sent | The email went out. |
| Delivered | The signer opened the signing page. |
| Completed | Everyone signed. The signed PDF is ready. |
| Declined | A signer chose not to sign, and may have said why. |
| Voided | Your team withdrew it. |
Contracts lists every agreement with its status, the person, the template, and when it was sent, signed or voided. Search by title or name, filter by status or person, sort, and export to a CSV file. Open an agreement to see each signer, when they signed, and what happened to it and when. A person’s page lists their agreements too, and a company’s page lists every agreement with its people.
Remind or withdraw
Section titled “Remind or withdraw”- Resend emails the signer the link again.
- Void withdraws an agreement that isn’t complete. Sessionboard CRM asks you to confirm first, because a voided agreement can’t be signed or brought back. You can give a reason, which is kept with it. To change something, void it and send a new one.
- Download PDF saves the signed agreement, with its signing certificate, once everyone has signed.
What the signer sees
Section titled “What the signer sees”The email’s link opens a Sessionboard signing page. The signer:
- Reads the agreement as a PDF, or opens or downloads it.
- Completes any fields for them, such as initials or a date.
- Draws their signature, or types their name.
- Agrees to sign electronically, and selects Sign document.
They can choose Decline to sign instead and tell you why. The page works on a phone, tablet or computer, in light or dark mode, and with a keyboard alone. When the last person signs, each signer gets the completed PDF by email.