Deadlines in the link
The hold window is enforced by the expiry you set instead of by follow-up phone calls.
A date-hold that expires when you said it would
Event planners use SecureSign Portal to send client agreements, vendor terms, deposit schedules and cancellation policies as branded links with a deadline built in. Choose an expiry from 24 hours to 30 days, send an optional reminder before it lapses, revoke a link when plans change, and keep every view and signature timestamped.
What you can actually do
Expiry reminders
An optional reminder email goes out before a signing link lapses.
Revoke and reissue
When the date, the package or the price changes, turn the old link off and send a fresh agreement.
Separate vendor and client terms
Keep a template per agreement type and track each contract's status on its own.
Branded signing experience
Your logo, colors and contract layout on the page the couple or corporate client actually sees.
Full activity trail
Created, sent, viewed, signed and expired events, exportable as CSV per contract.
How the workflow runs
- 1Save templates for the client agreement, vendor terms and cancellation policy.
- 2Generate the contract for the event and attach the client record.
- 3Send a signing link with the hold window as its expiry.
- 4Reminder goes out before it lapses; revoke and reissue if plans change.
- 5Signature captured with a timestamp and a downloadable signed copy.
Questions people ask
Can a date-hold offer expire on its own?
Yes. Set the signing link to expire between 24 hours and 30 days. After that the page no longer allows signing, so a stale hold can't be accepted later.
What if the client goes quiet?
You can see the view count and last-viewed time, send an optional reminder before the link expires, or revoke the link and reissue it.
Can I keep separate agreements for vendors and clients?
Yes. Keep a template for each agreement type and generate contracts from whichever one fits, each tracked separately.
Do signers need an account?
No. The signing link opens a read-only page for that one contract, and nothing else in your workspace is reachable from it.