Documents are the agreements attached to a proposal. The client completes them as part of accepting your offer, and each completion is recorded with a timestamp. You add them in the Documents step of the proposal builder.
Adding a document
Select New Document. You get three ways to start:
- Start with a template — pick from our library, built for DJ bookings. See The 8 Document Templates, and What Each Covers.
- Import an existing document — upload a PDF and we turn it into an editable document.
- Create from scratch — a blank editor.
Importing and creating from scratch are available on Pro and Platinum. Templates are available on every plan.
Then set:
- Name — what the client sees in their document list
- Acceptance Type — how they complete it
- Document Details — the body
Acceptance types
| Type | What the client does | Use it for |
|---|---|---|
| Signature | Draws a signature | Anything you'd want to rely on later — cancellation terms, liability |
| Checkbox | Ticks a box confirming they've read and accept it | Standard policies and agreements |
| View | Opens it and marks it read | Information you want on record but aren't asking them to agree to |
Document statuses
| Status | Meaning |
|---|---|
| Action Required | Waiting on the client |
| Processing | Completion is being recorded |
| Completed | Done |
The table in the builder shows each document's Name, Status, Acceptance Type, and Completion Date.
What gets recorded
On completion we capture the date, the name and email of the person who completed it, their IP address, and — for signatures — the signature itself. A PDF of the completed document is generated and available to both of you.
Using variables
Rather than typing the client's name and event date into each document, use the merge tags in the editor. They fill in automatically. See Using Universal Variables in Documents.
How many to attach
Enough to cover what actually goes wrong at your events, and no more. A cancellation policy and one equipment or venue-access agreement covers most bookings. Eight documents on a two-hour birthday party is friction that costs you the job.
Editing after sending
Once the client has completed a document, it's a record — edit it and you lose that. If terms need changing after the fact, add a new document rather than altering a completed one.