Aspire's integration with Dropbox Sign (formerly HelloSign) simplifies contracts by allowing you to securely send, sign, and request e-signatures from individuals or multiple members at once.
This integration ensures a seamless and secure signing experience, complete with time-stamped audit trails for added transparency and compliance, as well as automated reminders, so you can spend less time chasing signatures and more time on your to-do list.
How to Send Individual Contracts
Follow the steps below to send a contract to an individual member.
Search for the member that you wish to send a contract to by going to the Contacts tab and searching for their name, or by using CMD+K on your keyboard.
Click on the member's name to open their profile.
Open the Agreements tab.
Click Actions > New Contract.
Upload the document as a PDF file or select from a template. To set up a contract template, please email our Support Team at [email protected].
Customize the contract title and enter a personalized message.
Choose who needs to sign. Enter the signers' First Name, Last Name, and Email, then specify their role (Brand or Member). To remove a signer, simply click Remove Signer.
It's optional to add yourself or a team member as the "Brand" signer if you only need the member to sign the contract.
Click Send Contract.
How to Send One Contract to Multiple Members
To send a contract to multiple members at once, go to the Contacts tab, select the members, click Actions > Send Contract. Then, upload a document or select a template and assign signers.
Sending Contracts within a Campaign
To send contracts as part of your campaign workflow, simply add the "Contract" stage to your campaign.
Go to your campaign and click on the Contract stage. Then, click into the sub-stage Send Contract, select the member(s), and click Send Contracts on the right side of the screen or on the left side of "Actions".
How To Cancel Contracts
You can cancel pending contracts that you have sent to creators by going to the creator's profile, clicking Agreements. This will show all of the contracts you have sent to the creator. Click the action menu (...) > Cancel on the right side of the contract that you wish to cancel.
Frequently Asked Questions
Can we upload a signed contract for our records?
Yes! If a contract has already been signed and you want to upload it to Aspire for your records, follow the steps outlined here, but remove all signers. This will reveal a checkbox labeled "This contract has already been signed by all parties." Check the box and click Send Contract. The member will not be notified.
Can we send multiple contracts within the same email?
No, you can only send one contract at a time.
Can we edit a contract once it's been sent?
Not at this time. If you need to edit a contract, you must cancel it and send a new contract by uploading the revised version.
What does the email to members look like? Can we customize the message?
The member will receive an email from [email protected] with the subject line "[Brand Name] Contract - Signature requested by Aspire". See the example below.
If you upload a PDF document, the email message can be customized before sending the contract. However, if you are using a template, the message cannot be customized at this time.
