Creating a Contract
This article will walk you through creating a contract for an event in VenueOps. The contract will be created from a custom document template. If you do not have any contract templates created, please contact us and we'll work with you to get those set up!
- Go to the event's details page.
- Click Contracting.
- Click the add icon next to Contracts.
- On the create contract slider:
- Name the contract.
- Add a description. (Optional)
- Select a contract template from the dropdown.
- Select a contact for the contract from the dropdown. Only contacts attached to the event will be available.
- Click Save.
- Your contract has been created. If the event's contract status was No Proposal or Contract, Proposal Created, Proposal Sent, or Proposal Approved, it will be updated based on your account's business approval level setting.
- For more information about business approval levels, please see this article.
- For more information about the contracting workflow, please see Workflow for Contracting or Workflow for Contract Approval.