Planning Pod: Event Contracts & Templates for Venues & Planners

Simplify every step of the event contract process

Begin with ready-made event contract templates

Build event contract templates from scratch or import your legal language from an existing document. Add polish to your terms-and-conditions with text formatting and layout tools. Brand downloadable PDF documents and online signature screens with your logo and colors.

Effortlessly collect electronic signatures online

Track your clients with our events CRM tool and easily add them as signers to event contracts. Collect signatures electronically in person or send an email to event clients with a link to a secure online signature page. Once they’ve signed, you and they can download PDFs with their IP address as an identifier.

PlanningPod - collect electronic signatures online

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Streamline your contract tracking and management

Track every contract and its status and history via the event contracts overview page. At-a-glance event dashboards let you know what contracts have been signed and which are still outstanding. Download contract PDFs with signature information included.

Improve processes with our event business tools

Our event contract manager integrates with our invoicing tool so you can track deposits, build out payment schedules and set up payment reminder emails. And it also integrates with our proposals manager so you can collect electronic signatures on your estimates and proposed fees.

PlanningPod - improve processes with our event business tool

Manage contracts on any device, anytime, anywhere

Now you can access your event contracts and business details on-the-go. Because our event planner contract / venue contract tool is mobile-friendly and Web-based (as is our entire platform), you can use it on any Web-enabled device, including smartphones, tablets, and desktops.

See why over 70,000 event and hospitality professionals rely on our cloud-based event contract agreement solution

"I love Planning Pod's floor plans tool. It’s soooo useful for both internal and external use among staff and clients."

- Shelby Kirkes, Oklahoma City Dodgers

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A closer look at Planning Pod’s event contract tools

Discover how we simplify creating and managing event contracts and expedite the signature process

Event Contract Templates

Save tons of time by creating reusable event contract templates from scratch or importing your terms-and-conditions from an external document.

Customizable Contracts

Tidy up your text with formatting tools and personalize it for each client (services offered, timeframes, etc.). Add your logo and brand colors to online screens and PDF downloads.

Client CRM

Manage client contact details with our CRM tool and easily assign clients as signers to event contracts.

Electronic Signatures

Collect signatures in person with our contract signature portal or email clients a link to sign via our online signature form. All terms are displayed on-screen and signatures collected securely.

Notifications and Downloads

Signers are notified via email when another signer has agreed to the contract. And all signers are provided with downloadable, printable PDFs of the signed contract.

Dashboards

Our up-to-the-minute dashboards always let you know the current status of outstanding event contracts to be signed and recent signatures collected.

Deposit Tracking

Easily enter deposits you have taken in from clients, track any refunds you have distributed and be able to reclassify a deposit as an invoice payment.

Payment Schedules

Via our invoicing tool, you can create schedules for payment installments and set up timed email payment reminders with links to online payment forms.

Gain approvals faster and reduce paperwork with our event contract manager