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How to Prepare and Send Contracts for E-Signature

How to send a contract for e-signature from a reservation and track the customer's signing status.

Once a contract is configured in System Settings, you can send it to a customer for electronic signature directly from their reservation. The customer receives an email with a link to review and sign the document.

Contracts must be set up in System Settings β†’ Contracts before they can be sent. Contact your Sharper implementation team if no contracts appear in your system.


Sending a Contract from a Reservation

  1. Open the reservation in the relevant module (Marina, Campground, or Bookings).

  2. Scroll to the Contracts section of the reservation.

  3. Select Add Contract or Send.

  4. Choose the contract from the dropdown.

  5. Confirm the customer's email address is correct β€” this is where the signature link is delivered.

  6. Select Send. The customer receives an email with a link to open and sign the document.


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 β€” 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, Sharper sends it automatically when a reservation is created using that product β€” no manual sending required. Check the Contracts section of any reservation to confirm auto-send fired correctly.

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