How to send Stallion Contracts
CHOOSE TO SEND A STALLION CONTRACT [STALLION FARMS]
There are two ways to send a Stallion Contract.
1. Upon Adding a Booking (section 5), you are asked if you wish to create a contract for the booking. Click Yes.
2. In the Breeding > Dashboard, click the Send for eSignature action button in the far right hand side of the screen against each booking.
Note: The e-signature feature must be configured for your portal. Please email support@prism.horse to have this feature enabled, if it is not already. A fee of $6 +GST applies for every contract sent for e-signature, charged by Breedr. This fee is waived for bookings made by breeders via the breedr.horse platform, or you may discuss other arrangements with Breedr regarding an annual subscription to the eSignature solution. Contact Tom Seymour, info@breedr.horse.
Once you have elected to prepare and send a stallion contract, follow the next set of steps.
PREVIEW AND SEND STALLION CONTRACT [STALLION FARMS]
1. Click Send for e-Signature
2. Provided you have created a Stallion Contract template (see Create Stallion Contract templates for electronic signature), select one of your templates from the dropdown list of templates.
3. You will then be presented a preview of the stallion contract, populated with all relevant Booking, Mare and Mare Owner information that you have configured in the Stallion Contract template.
4. You may modify or adjust any of your fields in this screen, or add new text boxes, tick boxes, drop-down lists or radio groups, prior to sending. To do this, select Me (Now) in the top left hand corner of the screen under Roles. Then add new fields or update existing information displayed in current fields.
5. When ready, click Send.
6. You can modify the email template that presents. Ensure the ‘Update Date Contract Sent’ tick box is selected if you wish to record the current date as the date the contract was sent to the mare owner.
Do not modify the URL that is included in this email. The URL of the Contract you are sending is placed into the body of the email, ready for the recipient to click.