Lead Forms w/Contract

Hey Bonnie! I’m Justin, and I work on the help center. Can you send over the video you were watching that had this? You can’t currently add a contract block to lead forms, but maybe the video meant another block type when they said “contract.”

(Also, HoneyBook runs best on Chrome!)

Oh gosh I have no idea who had that in the video and I’m wondering now if it was for proposals instead of lead forms.  If I find it again, I’ll send it over.  Thank you for your help and I’ll start using Chrome :)

Hi again Bonnie (haha),

So Justin is correct- you can’t currently add contract blocks to lead forms at this time. But you could set up your automation to send a contract smart file once someone books through your lead form.

Now in regards to the contract block disappearing (I’m going to assume it was with a smart file since you don’t have the option to add it with a lead form)...I’ve not experienced that before. Could you record a video of you trying to add it so we can see what’s happening?

PLEASE, PLEASE add the feauture so we can add contracts to Lead Forms.   I am switching to another CRM temporarily just to have this feature.   So annoying having to follow up with clients so they can sign the contracts when doing mini. sessions.    It is a waste of time. Other crmS ALREADY have it attached.

Hey all! This is an existing feature request - you can upvote it here

Thank you for the suggestions.    I already took the other route of having a 2nd CRM until this gets fixed.   I am new at this so it took me a great amount of hours just to figure this out.

Hey @Nancy Ramos! 

If you don’t mind me asking, what 2nd CRM are you using?

I think Honeybook is very powerful so I am giving it all I can to learn how to use it at the max.  However, it lacks on the mini session features.   3 steps to get a client to sign up.  I loose them in the process.   So I am using usesssion for my holiday season.   No learning curve either it is so simple to use yet full of features for my minis

I was doing that and then moved back to honeybook. I cancelled sessions when I was so excited the mini session feature only to find out I can’t do the contracts without this extra steps. 

Hi Folks!

Just wanted to give a bit more insight into the hurdle to having contracts in lead forms. In the simplest terms, for e-signatures to be valid in a court of law, it has to be proven that the person named is the one that actually signed the document. In this digital world, that is completed by email verification. 

Since lead forms are public facing, in theory, a client could “sign” a contract agreeing to XYZ and then not fulfill their part of the agreement. Were you to try to take them to court, your client could simply say that it wasn’t actually them that signed the contract and you would be unable to prove otherwise because no verification took place.

The team is researching solutions into the best way to allow for contracts in lead forms but are also extremely aware of potential blockers to your client’s experience were some kind of verification be needed upon lead form submission. We want to make sure that our solution doesn’t discourage your client’s from completely an inquiry or submission.

 

Please PLEASE allow this. Having them go to their email to essentially “finish” the booking proposal by signing the contract seems a bit unprofessional and creates more work for the client, not less.