How can I use the form builder to create a contract?

How to Create and Manage Contracts in PhotoBiz

Overview

The PhotoBiz Form & Contract Builder allows you to create digital contracts that your clients can complete and sign online. You can fully customize your contracts with client details, event information, and legally binding agreement text.

In this guide, you will learn how to create a contract, add the necessary fields, and prepare it for client use. By the end, your contract will be ready to send through email invitations or display on your website.

STEP ONE

Log in to your PhotoBiz account and click FORMS in the left-side menu. This opens your Forms dashboard where you can create and manage all of your forms and contracts.

STEP TWO

Click the NEW FORM button to begin creating your contract.

If you have an existing contract that you want to reuse and customize for a specific client, click the COPY button to duplicate the contract. This allows you to make changes without editing your original template.

You can start with a blank form or choose a pre-built template to save time.

STEP THREE

Select the template you want to use, or continue with a blank form. Once your form is created, you can begin customizing it to fit your business needs.

You can update the form title, add sections, and adjust the layout to match your workflow.

Need a reference? [Click here to view a full example contract.]

Adding Client and Event Information

Add your client and event fields to collect important information.

In your form editor, use the available blocks to build out your contract:

From the Contact Blocks section, add:
- Full Name
- Email
- Phone
From the Standard Blocks section, add:
- Date
- Address (you can relabel this as “Venue Address”)
- Time

These fields allow you to collect the key details needed for your contract.

Need help understanding the available form fields? [Click here for a description of each one.]

STEP FIVE

Add your contract terms and agreement details using the Text Editor Block. This is where you will include your policies, session details, payment terms, and any legal language required for your agreement.

If you are using a template, you can edit the existing text to match your business.

FINAL STEP

Make sure your contract includes a signature field so your client can sign it electronically.

Most templates include a signature field by default. If you need to add one, scroll to the bottom of your form, open the Miscellaneous section, and add the Signature field.

Once this is added, your contract is ready to use. Your client will be able to type their name into the signature field, which will serve as their digital signature.

Here’s an example of what the signature field might look like on your form. Your client will type their name into the box, and it will be displayed as a signature.

Additional Options and Helpful Notes

You can duplicate a contract to create a customized version for a specific client without editing your original template.
Contracts can be shared privately using email invitations or displayed on your website.
Using templates can save time and ensure consistency across your contracts.
You can continue editing your contract at any time before sending it to clients.

For instructions on sending your contract, see: How to Share Contracts with Clients Using Email Invitations.

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