You can now require guests to
initial specific sections of your policies
before they sign and pay. This gives venues added clarity and confidence that important terms are acknowledged upfront. This feature is available for our
Enterprise
plan members.
🔍
How does it work?
Policies can now include required initials for selected sections. When initials are required, guests
must initial before they can sign and submit payment
.
  1. Go to
    Settings → Proposals
  2. Navigate to your Policies
  3. Select a policy
  4. Choose which sections require initials from guests
  5. Click “Save” to apply your changes
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🖊️
What does it look like for guests?
When guests view their proposal, they will see the sections of the policy that require initials.
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Guests can not sign and pay until after all policy sections have been initialed.
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📄
Can I require initials for a specific event?
Yes! Under your proposal for an event, you can customize the policy for this event.
  1. Navigate to an event and select the Proposal
  2. On the right-hand side, click “Edit” under Totals
  3. Select “Customize Policy for This Event”
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  1. Select “Require Initials”
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