Question

Multiple Documents to Sign

  • 16 June 2020
  • 3 replies
  • 40 views

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I want to attach both a contract and a separate release for to an invoice. Can I do that? Or do I really have to send two separate emails?


3 replies

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I would love to know this, too!  I was JUST trying to do this today...

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Glad I’m not the only one! I added a COVID-19 waiver, and I’m trying to start underwater sessions, which would mean another waiver. I’m hoping to not send 3 emails for these sessions. But I don’t want to put it all in one document because I want them to actually read the waivers and we know not everyone reads contracts.

Userlevel 6
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Hi @Brittney Corey  and @BrittanyPetrosik!

Right now, you can only link one contract to an invoice. So yes, you would need to send a separate email for an additional document.  

I can see the advantage to sending multiple emails just so that clients understand that they are 3 different documents to read and sign. The flip side of that coin is remembering to send all of those emails, and hoping the customer opens all of them.  I searched and didn’t see this in Share Your Ideas, and that would be the quickest way to get the idea in front of the folks at ShootProof who decide what gets built! 

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