Once a Travel Agreement is created, you can send it digitally to your client for approval. The e-sign process includes the Travel Agreement, invoice, and general terms and conditions.
Steps to send for e-sign
Open the Travel Agreement tab in your file.
Select the agreement you want to send.
Click 'Print'.
Confirm the recipient’s email address (usually the main client).
Click Send.
Your client will receive an email with a secure link to review and approve the documents.
How the client sees it
The client receives an email
The open the email and click the link.
They view the Travel Agreement, invoice, and conditions online.
They confirm acceptance by clicking Yes, I agree.
Once signed, you’ll see the updated status in your Documents tab:
Awaiting approval
Signed and approved
Common use cases
Sending a new trip confirmation
Resending after adjustments
Getting approval for additional services or updated prices
⚠️ Warning: Don’t manually print and scan — use e-sign for legal and audit compliance.