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.
📌 Screenshot: [E-sign email preview placeholder]
Steps to send for e-sign
Open the Travel Agreement tab in your file.
Select the agreement you want to send.
Click Send for E-Sign.
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
They open the email and click the link.
They view the Travel Agreement, invoice, and conditions online.
They confirm acceptance by clicking Approve / Sign.
Once signed, you’ll see the updated status in your Documents tab:
✉️ Pending (sent but not yet signed)
⏳ Awaiting approval
✅ Signed and approved
💡 Tip: Always check the document status before invoicing — only approved agreements should move forward.
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.