Once a contract is configured in System Settings, you can send it to a customer for electronic signature directly from their reservation — for a brand-new reservation, a renewal into the next lease period, or any time a contract needs to be sent or re-sent. This applies the same way in the Marina, Campground, and Booking modules. The customer receives an email with a link to review and sign the document; no Sharper login is required.
Contracts must be set up in System Settings → Contracts before they can be sent. Contact your Sharper implementation team if no contracts appear in your system.
Sending a Contract from a Reservation
Open the reservation in the relevant module (Marina, Campground, or Bookings).
Select Contracts from the reservation's ribbon or summary screen.
Select Add New Contract and choose the contract you want to send.
Fill in the fields on the contract:
Field | What It Does |
Email Address | The email tied to the customer — this is where the signature link is delivered. Update the customer's email first if it's missing or wrong. |
Expiration Date | If your contracts require one, set it here. This is the field Contract Expiration reports pull from. |
E-Sign Toggle | Turn this on to email the customer a signature link when you save. This is the toggle that actually sends the contract for signature. |
Email Toggle | Emails the customer a plain copy of the current contract version — no signature link. Use this if the customer just wants a copy of what they already signed. |
Print Toggle | Prints the contract when you save. |
Turn the E-Sign toggle on.
Select Save and Close.
If Sharper won't let you Save and Close, a field the marina requires is still empty — commonly the expiration date or a signature box. These highlight red so you can find them. Repeat these steps for any additional contracts needed on the same reservation (lease, pet, safety, etc.).
Tracking Signature Status
After sending, the contract appears in the Contracts section with a status:
Active | Sent and awaiting signature. |
Signed | Customer has completed the e-signature. |
Voided | Contract was voided — send a new one if needed. |
To view the signed document, open the contract from the Contracts section of the reservation.
Auto-Send Contracts
If the contract was configured with Auto Send enabled in System Settings → Contracts, Sharper sends it automatically when a reservation is moved to a Custom Status using that product — no manual sending required, in Marina, Campground, or Booking alike. Check the Contracts section of any reservation to confirm auto-send fired correctly.
Setting up Auto-Send does not require a support ticket — it's configured directly on the contract itself in System Settings → Contracts.
