Formalizing contracts and controlling documents are critical steps to protect everyone involved in a celebration. Dealing with drafts scattered in computer folders, signatures collected by email and receipts loose in WhatsApp creates an environment prone to lost files and legal insecurity.

With the Notes and contact history in the sales pipeline update, the entire document flow of your celebration gets a dedicated, secure space that is easy to check at any time.

What changes in practice

• Drafts and terms in one place. Store service contracts, terms of agreement and operational forms linked directly to the event.

• Version and revision control. Follow the history of contract changes and know precisely which document is the approved final version.

• Quick access and secure sharing. Give clients and vendors digital copies with direct links and granular permission control.

• Organized by service category. Quickly find catering, photography, music and decor contracts without digging through external folders.

Why this matters

Standardizing and storing contracts digitally reduces the risk of contract disputes and shows a highly professional posture to clients from the first contact.

You save search time, drop the physical paperwork and gain operational backing to run each stage of the project calmly.

💡 How to use it: In the main menu of your dashboard, open the Contracts & Documents tab to see the full listing, upload new files or manage saved templates.