Sign & Booked

Why this matters

Signing used to be a PDF, a printer, a photograph of a signature, and a status you had to remember to change afterwards. The status is the part that quietly breaks reporting: an event stayed a lead after the quote was accepted, after the contract was signed and after the deposit landed, until somebody moved a dropdown.

Do this

1. You send the contract
   They get a link. No account, no password, works on a phone.
2. They read it and type their name
   That is the signature.
3. The event moves to Booked by itself
   Nobody has to remember.
4. You are notified
   And your win rate counts it, because something finally writes the booked stage.

You’ll know it worked when

The contract shows as signed, the event shows as booked, and you did not touch a dropdown.

If it doesn’t go to plan

They can return to the same link any time to re-read what they signed — it stays live, which is the usual reason somebody emails asking for a copy.

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