Contracts

Create, send, and sign contracts faster than ever

Branded and legally binding contracts with smart fields, automatic formatting, and a client-friendly signing experience.

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Build smarter contracts

Create contracts that pull in the right booking details, keep supporting information organized, and reduce the manual formatting work that slows planners down.

Use smart fields
Smart Fields

Use smart fields

Insert smart fields for project details, advance payment details, and company information so contract language can reflect the client and event without retyping the same details each time.

Project details
Deposit and retainer details
Company information
Less repeated entry
Add a payment schedule block
Payment Schedule

Add a payment schedule block

Pull invoice payment schedule details into the contract so clients can review the payment timing and amounts alongside the rest of the agreement.

Invoice payment schedule
Payment amounts
Due date details
Connected booking terms
Add a services summary block
Services Summary

Add a services summary block

Include a services summary from the invoice so the contract can reference the services being booked without rebuilding the same list in separate places.

Invoice service details
Connected service summary
Clear contract scope
Less duplicate writing
Collect client details
Client Details

Collect client details

Add a client details block to collect information like names, email addresses, phone numbers, and mailing addresses before signing. Submitted details update the related Planpage contact records.

Custom contact fields
Client-entered details
Before-signing collection
Contact record updates
Attach contract exhibits
Contract Exhibits

Attach contract exhibits

Supplement your contract with supporting documents that are clearly labeled and easy to reference from the contract builder.

Supporting documents
Clearly labeled exhibits
Easy contract references
Organized attachments
Auto-format contract sections
Auto-Formatting

Auto-format contract sections

Let Planpage handle section numbering, lettering, and indentation so long contract documents stay organized without manual formatting cleanup.

Automatic numbering
Section lettering
Nested indentation
Cleaner contract structure
Get help migrating existing contracts
Migration Help

Get help migrating existing contracts

Submit your existing contracts to Planpage and our team can rebuild them as reusable contract templates in your account, making onboarding easier for busy planners.

Complimentary migration help
Existing contract documents
Reusable templates
Easier onboarding

Collect signatures clearly

Send contracts for electronic signature, support the signers involved in the agreement, and make key clauses easy to acknowledge before the contract is complete.

Send for e-signature
E-Signatures

Send for e-signature

Collect electronic signatures from clients and company signers, including multiple clients or staff members when the agreement needs more than one signature.

Client signatures
Company signer blocks
Multiple client signers
Multiple staff signers
Require initials on key clauses
Required Initials

Require initials on key clauses

Select clauses or subclauses that need extra acknowledgement, add acceptance language, and require every client signer to initial those places before signing.

Clause-level initials
Subclause initials
Acceptance language
Required signer acknowledgement
Let clients sign on any device
Mobile Signing

Let clients sign on any device

Give clients a contract signing experience that works from a phone, tablet, or computer, so they can review and sign without waiting until they are at a desk.

Phone-friendly signing
Tablet and desktop access
Review from anywhere
Client-ready experience