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Soundcheck’s E-sign workflow sends a PDF agreement to one client signer and tracks its status on the gig. The current web workflow uses the linked customer’s primary contact, who must have an email address. If your agreement needs additional signatures or your own countersignature, arrange those outside this workflow.
E-sign beta is in Private Preview, available only to the existing beta tester group. Signing up, choosing a paid plan, upgrading, contacting support, or viewing a public demo does not grant access. Ordinary gig file attachments are separate from sending a signature request.

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Before sending

  • Your organization must already have E-sign available as part of the existing beta tester group.
  • You need an Owner, Admin, or Gig Coordinator role in the organization.
  • Link the correct customer to the gig and check its primary contact’s name and email.
  • Prepare the PDF you want the client to sign.

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Send a contract

1

Open the gig's Contracts card

Select Send contract and choose a customer already linked to the gig.
2

Check the signer and PDF

The signer comes from that customer’s primary contact. Confirm the contact details and attach the agreement PDF. Update the customer record first if a different contact should sign.
3

Review the email and expiry

Check the subject and message, then choose the request’s expiry. The default is 30 days. Review the agreement and recipient before selecting Send for signature.
4

Track the response

SignWell sends a secure signing link for the hosted workflow; the signer does not need a Soundcheck account. Track the request from the gig’s Contracts card. When signing completes, the signed document is stored with the contract and the gig’s contract-signed closeout item is updated.

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Contract statuses

The web workflow sends an uploaded PDF. An Unconfirmed row is not an editable saved draft.

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Reminders, voiding, and resending

  • Remind: Available while a contract is Sent or Viewed, at most once every 24 hours per contract. SignWell also manages its own reminder schedule.
  • Void: Cancel a live request before sending a replacement with changed terms. The previous signing link stops accepting signatures.
  • Resend: Available for Declined, Expired, or Voided contracts. It creates a new signing document. Check that the document still contains the terms you intend; changing the agreement PDF requires sending the updated PDF through a new contract request.
If a signer declines, follow up about the terms outside the portal. Soundcheck records the provider’s decline status and any supplied reason; the portal does not have a separate decline action.

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Signing from the client portal

For clients who already have portal access, Review & sign opens the signing workflow:
  • A hosted request shows Open signing page, which opens SignWell in a new tab. The client returns to the portal afterward to refresh the status.
  • An embedded request shows the SignWell signing window inside the portal when that delivery mode is available.
A portal invitation does not grant E-sign beta access to a new organization.

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Where the record lives

Staff manage contracts within the sending organization. A portal client sees only contracts associated with their authorized customer record. The signed agreement stays alongside the gig’s run of show and files and payments. Eligible existing testers can use white-label contract branding when it is included and configured for their organization. Enterprise billing alone does not grant E-sign access.

White-label contract branding

Branding for eligible existing testers.

Run of show & files

Keep show documents with the schedule.

Payments

Track the amounts the agreement covers.