Say goodbye to paper-signed Contracts and Agreements. Customers can sign the contracts and initial the terms and conditions through the online portal.
Create contract to be automatically emailed to your customers.
Customer can sign with their finger, mouse, or typescript.
Un-editable copy with fingerprint information about the IP address is sent to both parties.
Signed contracts can be viewed on dashboards and reservations.
A Signed Contract Cannot Be Voided or Deleted
This is the most common question about contracts, so it is worth stating plainly. Once a contract has been e-signed, it is permanent. Void is available only while a contract is still unsigned, and Delete appears only after a contract has been voided. A signed contract therefore can never be voided and can never be deleted.
If the terms of a signed contract need to change, issue a new contract instead. Sharper keeps the new one as a new version alongside the original, which preserves the signed record.
A signed contract is a binding record. Plan on issuing a replacement version rather than expecting to remove the original.
Templates Versus Contracts on a Reservation
There are two different things called a contract in Sharper, and the distinction decides what your edits affect.
What it is | Where you manage it | What editing it affects |
Contract template — the reusable wording you send from | Go to System Settings → Contracts. | Only contracts issued after the edit. Contracts already sent or signed are untouched, because each one keeps its own copy of the wording as of the day it was issued. |
Contract on a reservation — the individual document issued to one customer | Open the reservation and go to its Contracts section. | Only that one customer's document, and only while it is unsigned. |
Correcting a typo in a template will not correct it in contracts you have already sent. Fix the template, then issue a new contract to any customer who needs the corrected wording.
Contract Status
A contract on a reservation shows one of two statuses. There is no draft, pending, or expired state.
Status | Meaning |
Active | The contract is in force. This is the status whether or not the customer has signed yet — check the E-sign Date column to see whether it has been signed. |
Voided | The contract has been cancelled. It stays visible in the list as a record. |
Voiding a Contract
Voiding cancels a contract while keeping it on the record, which is what you want for anything a customer has already seen.
Open the reservation and go to its Contracts section.
Find the contract, open its actions menu, and select Void.
Confirm the action. The contract's status changes to Voided and stays in the list.
Note: If Void is not offered, the contract has already been signed, or has already been voided. A signed contract cannot be voided.
Deleting a Contract
Delete appears only on a contract that has already been voided. You cannot delete an active contract, and you cannot delete a signed one.
Void the contract first, following the steps above.
Open the voided contract's actions menu and select Delete.
Confirm. The contract and any documents attached to it are removed.
Deletion is permanent. There is no recycle bin and no undo, and attached documents go with it. Prefer Void over Delete for anything that is part of a business record. Use Delete only for a contract issued in error that no one ever saw.
Who Can Void and Delete Contracts
Voiding and deleting are controlled by role. In System Settings → Roles, open the role and look under Access [Module] → View Reservations for these options:
Void Reservation Item Status Contracts — allows voiding an unsigned contract on a reservation.
Delete Reservation Item Status Contracts — allows deleting a contract that has already been voided.
Edit Product Contracts — allows changing the contract attached to a product.
If a user cannot see Void or Delete on a contract that should allow it, an administrator should confirm these options are enabled on that user's role.
Keeping Superseded Versions Out of the List
Because replacing a contract creates a new version rather than removing the old one, the list on a long-running reservation can grow. To show only the current version, turn on Hide Old Contract Versions in Company Settings → Reservation Settings. This affects display only — no contract is deleted, and superseded versions are still retained.