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How can I use the form builder to create a contract?

August 26, 2024 | By: PhotoBiz Knowledge Base

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Managing business contracts can be challenging, but the PhotoBiz Form & Contract builder simplifies the process by keeping everything digital. With this tool, you can easily create, send, and manage contracts, making them accessible from anywhere.


STEP ONE

Log into your PhotoBiz account and click on FORMS in the left side menu.

STEP TWO

Click on the NEW FORM button to create a new contract. You’ll have access to both the blank form editor and pre-built form templates to choose from.

STEP THREE

Choose the form you wish to use. In this example, we’re using the EVENT CONTRACT template.

After creating your new form, customize it to fit your needs. Click here to view a full example contract.

  • In the Client Information section, use the following blocks from the contact blocks section: Full Name, Email, and Phone.
  • In the Event Details section, use the following fields from the standard blocks section: Date, Address (for "Venue Address"), and Time.

Click here for a description of all available form fields.

You can add your contract details and agreement in the TEXT EDITOR block. The digital signature block is already included in the EVENT CONTRACT template, allowing your clients to sign the contract digitally.

You can also add additional fields at the end of the contract, such as a Date block or an additional Electronic Signatures block.

  • Scroll to the bottom of the page, open the section labeled Miscellaneous, and click on the Signature element.

Here’s an example of what the signature field might look like on your form. Your client will type their name into the box, and it will be displayed as a signature.

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  • WELCOME
  • WEBSITE BUILDER
  • SEO
  • CLIENT GALLERIES
  • FORMS
  • SERVICES
    • WE BUILD IT FOR YOU
    • SEO GO
    • CUSTOM WEBSITE DESIGN
    • LOGO DESIGN
    • SOCIAL MEDIA MARKETING
    • COACHING
  • GROWTH HUB
  • CONTACT