You can use Activity Messenger Payment Forms to create and manage contracts. For example to rent your facility or to host a birthday party.
With Payment Forms you can:
Learn more by reading our how to guide.
Use the Invoice items E-Commerce question to charge your customer. Set your price and define add-ons with quantity ranges. Answers to that question will build the invoice on the fly.
Use the Date question to allow the client to propose dates for their birthday party. Or, you can preset a list of dates using the Date selection question. Either way, Activity Messenger will build a calendar for you with proposed and selected dates.
Use the Admin note hidden question to comment on each contract. The note is hidden to clients but allows you and your colleagues to understand the context of a contract.
Use the Electronic signature question to ask your client to seal the deal. You can also provide your signature on the form using the Admin signature question.
Once your contract form is ready, you can pre-fill it with information about your client. As an admin, you don’t have to fill all required fields. Send the contract by email and your client can complete the form and make their payment.
You may ask for a deposit by credit card. Activity Messenger will track the account receivable for you.
When the contract is finalized, a PDF gets generated and timestamped. It contains both the invoice and the signed contract. The PDF will be sent to your client by email and kept for your records.
We hope these new features simplify your paperless contract management. Many thanks to Soccer World, Sportball and Langmobile for their feedback and help. Don’t hesitate to contact us if you see opportunities for improvement. We’re here to help!
–Martin & Olivier
