Clearer contract send preparation

Sending a contract should feel like a final QA pass—not hunting through PDF pages for one empty fee box.

Why we built it

The compose flow already walks Setup → Fields → Review (Guided contract preparation). Clearer contract send preparation tightens the last mile: a send checklist sidebar lists required team fields, checkbox groups, schedules, and vehicle/contact assignments with inline edit where allowed. Staff can toggle whether the signer may change a prefilled answer on signer fields and groups. On multi-vehicle schedules, Select all, Deselect all, and Select matching (when search is active) update the garage list without clicking every row.

Who it is for

• Front office staff sending one-off storage agreements after compose.
• Teams with multi-car templates who need to include or exclude vehicles before the email goes out.
• Admins who lock sensitive team fields but leave optional signer fields editable at signing.

What you can do

• Work the send checklist—click an item to jump to the field or fix a missing value in place.
• Turn Allow signer to update off on signer-mode fields you want locked after send.
• Search the vehicle schedule and use Select matching to attach only the cars that match plate or VIN filters.
• Confirm incomplete required count hits zero before Confirm and send.

How it fits your day

Compose the agreement, open the checklist, fill the last team-only fee field, deselect a vehicle the customer is not storing this season, lock the move-in date on signer fields, then send when the checklist clears.

Get started

Start a send from a customer with two cars on a multi-vehicle template: use Select all, remove one car, complete a required team field from the checklist, and send a test to yourself before the customer link goes live.