The Contracts page lets you manage slip rental agreements with built-in contract generation, e-signature workflows, and PDF archiving. Every reservation can have an associated contract that moves through a defined lifecycle from draft to signed.
Overview
The contracts page shows four stats cards at the top:
| Stat | Description |
|---|---|
| Active Reservations | Total number of non-cancelled, non-completed reservations |
| Contracts Signed | Number of reservations with signed contracts |
| Pending Signature | Number of reservations with contracts awaiting signature |
| Signed Rate | Percentage of active reservations that have signed contracts |
Contract statuses
| Status | Icon | Meaning |
|---|---|---|
| No Contract | Clock | No contract has been generated for this reservation |
| Draft | Document | Contract generated but not yet sent to the tenant |
| Sent | Contract emailed to the tenant for signing | |
| Viewed | Open | Tenant has opened the signing link |
| Signed | Checkmark | Contract fully executed |
| Expired | Cancel | Signing deadline passed without execution |
Tabs
The page is organized into three tabs:
- Pending -- Shows reservations without a signed contract (including Draft, Sent, Viewed, and No Contract statuses).
- Signed -- Shows reservations with signed contracts.
- All -- Shows all reservations regardless of contract status.
Contract workflow
Step 1: Generate a contract
- Find the reservation in the table (on the Pending tab).
- Click Generate in the Actions column.
- Select a contract template from the dropdown.
- Click Generate.
The system creates a draft contract using the selected template, populating it with data from the reservation (customer name, slip details, dates, rates, etc.).
Step 2: Send for signature
- Find the reservation with a Draft contract.
- Click Send in the Actions column (or use the context menu).
- Enter the signer name and signer email (pre-filled from the reservation if available).
- Click Send.
The tenant receives an email with a signing link.
Step 3: Track and follow up
- Resend -- If the tenant has not responded, use the context menu to resend the signing email.
- Void -- If you need to cancel an unsigned contract, use Void to invalidate it. You can then generate a new one.
Step 4: View signed contracts
Once signed, the contract appears in the Signed tab. From the context menu:
- View Signed PDF -- Opens the signed contract PDF in a new tab (if a PDF URL is available).
- Generate PDF -- If no PDF exists yet, generates one from the signed contract data and opens it.
- View Reservation -- Navigates to the reservation detail page.
Contract templates
Click Manage Templates to open the Contract Template Editor. Templates are reusable contract formats that can include:
- Standard lease terms and conditions
- Placeholder variables that auto-fill from reservation data (customer name, slip number, dates, rates)
- Location-specific provisions
- Insurance requirements
- Marina rules and regulations
Templates are managed per location and can be created, edited, duplicated, and deleted.
Table columns
The contracts table shows:
| Column | Description |
|---|---|
| Reservation | Reservation number or ID |
| Slip/Unit | Unit number or ID |
| Renter | Tenant name |
| Start Date | Reservation start date |
| Contract Status | Current status with icon and color |
| Last Sent / Signed Date | Date the contract was last sent (Pending tab) or signed (Signed tab) |
| Actions | Generate, Send, or context menu |
Context menu actions
Right-click or click the three-dot menu on any row:
For unsigned contracts
- Send for Signature -- Email the signing link
- Resend -- Send the email again
- Void Contract -- Invalidate the current contract (allows generating a new one)
For signed contracts
- View Signed PDF -- Open the signed document
- Generate PDF -- Create a PDF if one doesn't exist
- View Reservation -- Navigate to the reservation detail
Create templates for each contract type you use -- annual lease, seasonal, transient, dry storage -- so generating new agreements takes just a few clicks. Monitor the "Signed Rate" stat to ensure all active tenants have executed agreements on file.
"No Contract" showing for active reservations -- This means no contract has been generated yet. Click Generate to create one from a template.
Tenant says they didn't receive the email -- Use the Resend option from the context menu. Also check that the signer email address is correct.
Voided contract but need a new one -- After voiding, the reservation returns to "No Contract" status and you can generate a fresh contract.