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How do I sign a contract electronically and send the signing link to the customer?

A contract stays a draft until the customer signs it; on signing it becomes active and the vehicle is held. You have two routes: signing at the counter, or a link the customer signs on their own phone.

Signing at the counter

  1. Open the contract from Rental contractsFigure 1.
  2. Go through the Terms and conditions tab with the customer before signing.
  3. Press Sign contract, hand the device to the customer to sign with a finger inside the signature box — Figure 2 — and save.

Signing remotely

  1. From the contract page press Copy signing link.
  2. Send the link to the customer on WhatsApp. It opens a standalone signing page that needs no account in the system.
  3. As soon as the customer signs, the signatures appear on the Signature tab — Figure 3 — and the contract turns active.
  4. Print the contract with Print contract and keep a copy for the customer.

Notes

  • Signing is not a formality; it is what moves the contract from draft to active and what actually holds the vehicle against any other contract.
  • Write the terms and conditions once in Rental office settings and they carry into every new contract automatically.
  • Do not hand over the vehicle before signing; a draft contract will not protect you in a dispute.

Screenshots

How do I sign a contract electronically and send the signing link to the customer?
Figure 1
How do I sign a contract electronically and send the signing link to the customer?
Figure 2
How do I sign a contract electronically and send the signing link to the customer?
Figure 3

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