How to manage your Stallion Esignature Contracts
In a partnership with Breedr (breedr.horse), the Prism Breeding / Breedr Stud module allows stallion farms to setup any number of stallion service agreement templates (stallion contracts) to be automatically populated with booking, mare and mare owner data, then emailed to mare owners for electronic completion and signature.
Adding new document templates and configuring them for electronic signature, is a breeze. Renowned e-signature solution DocuSign has been 'embedded' within the Prism Breeding / Breedr Stud module to offer the most flexible and easiest template creation experience.
The Prism Breeding / Breedr Stud module can save you hours of administration.
Open Templates screen
- Go to Breeding › Stallion Contracts.
- Click E-Signature Templates (top-right).
Add a new template
- Click Add Template.
- Upload your contract file (PDF or DOCX)
- Give the template a clear name by filling in the Template title field.
- Click Next to open the template editor.
Edit a new template
1. Open the Template
- You can edit the template right after adding or edit later by clicking on the edit icon in the “...” next to each template.
2. Configure Signers / Roles
- In the template editor, open the Signer (Roles) dropdown.
- Add or adjust signer roles such as Me (Now), Sender, Owner, and Stud.
3. Add or Move Fields (Drag & Drop)
From the Fields panel, drag elements onto the document and place them where needed:
- Signature fields – Signature, Initials
- Auto-fill fields – Date Signed, Full Name, Email Address, Company, Title
- Standard fields – Text Box, Check Box, Dropdown, Radio Group
Resize and align fields with the contract text. Mark any field Required if it must be completed.
4. Assign Fields by Signer Role
Each field must be tied to a signer role. Select the field, then choose the role from the Assigned To dropdown.
- Me (Now) – Can use Auto-fill fields and Standard fields only (no signature required).
- Sender – Can use Text Box fields.
- To auto-populate a Text Box, click the field and open What text goes here? / Data Source.
- Select the source and field (options include Booking, Mare, Mare Owner, Agent).
- Owner and Stud – Must each have at least one Signature field.
- A template cannot be saved unless both Owner and Stud roles contain their required signature fields.
5. Click on Save Template to finish the process
Delete an E-Signature Template
Remove a template you no longer need. Deleting is permanent, so consider exporting or duplicating the template first if you may need it later.
- Open the Templates List
- Go to Breeding › Stallion Contracts › E-Signature Templates.
- Locate the Template
- Find the template you want to remove in the list.
- Delete
- Click the Actions menu (three-dot icon) next to the template name.
- Select Delete Template.
- Confirm
- When prompted, click Delete again to permanently remove the template.
The template disappears immediately and will no longer be available when sending Stallion Contracts.
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