Sending a contract on HoneyBook is an easy and efficient way to secure your client’s commitment. Here are the steps you can follow to send a contract on HoneyBook:
Step 1: Log in to Your HoneyBook Account
To start, log in to your HoneyBook account using your email address and password.
Step 2: Create a Contract Template
If you haven’t already created a contract template, now is the time to do so. Go to the “Templates” section of your HoneyBook account and click on “Create New Template.” From there, select “Contract” as the template type.
Step 3: Customize Your Contract Template
Once you’ve created a contract template, it’s time to customize it. You can add your own terms and conditions, payment details, and any other information that is relevant to your business. Make sure to review the template carefully before sending it to your client.
Step 4: Send the Contract to Your Client
Once you’ve customized your contract template, it’s time to send it to your client. Go to the “Proposals” section of your HoneyBook account and click on “Create New Proposal.” From there, select “Contract” as the proposal type.
Step 5: Review and Sign the Contract
After you’ve sent the contract to your client, they will receive an email notification with a link to review and sign the contract. Once they have signed the contract, it will be automatically saved in your HoneyBook account.
Conclusion
Sending a contract on HoneyBook is a simple and effective way to secure your client’s commitment. By following these steps, you can create a customized contract template, send it to your client, and review and sign the contract all within your HoneyBook account.