Parting Pro

A Contracts tab to create, manage, and track contract signatures, with access to older SFGSS documents.

Getting Started with Contracts

Step-by-step guide to create a contract and link it to invoices before sending to families for signature.

How to Create a Contract

How to send a contract to families for digital signature, with customizable email message.

Sending a Contract for Signature

How to collect a digital signature on a contract while meeting with the family in person.

Getting a Contract E-Signed in Person

How to fix contracts that were signed before required info like date of death or address was added.

Revising a Signed Contract (Missing DOD or Address)

Send a contract and invoice together - perfect when you're ready to invoice right away and the signer and payer are the same person.

Sending an Invoice & Request for Signature on a Contract

Easily generate a contract from any existing invoice - right from the Payments tab or the invoice overview page.

How to Quickly Generate a Contract from an Invoice

Optional: Set purchaser address as required before signing to meet internal or state requirements.

Settings: Require Purchaser Address for Signatures

Set up your default contract disclosures, business info, and layout from the Contracts settings page.

Settings: Customizing the Contract Template

Understanding the Documents You'll Use with Your Customers: Contract, Invoice, and Receipt

Hillary Scalmanini

Ashley Jones

Contract Management

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