Sending Documents

Once your document is built and reviewed, you send it from the event or from the builder. Here is how that works, and what happens after.

Sending a Document

There are two ways to send:

From the event detail page: Look for the action panel on the right side of the event page. If you have a draft document ready, you will see a Send button for that document type — "Send Proposal", "Send Agreement", or "Send Document" for a combined. Click it to open the send confirmation modal.

From the document builder: When you are done editing, click the send button in the bar at the bottom of the builder — "Send Proposal", "Send for Signature", or "Send Document" depending on the type.

The Send Confirmation

Before sending, Gilded shows you a confirmation modal with:

• The client's name and email address
• The document type being sent
• A reminder of what will happen (e.g., "Client will receive a link to review and sign")

Review the details and confirm — the button names the document type, so it reads Send proposal, Send agreement or Send document. Delivery is immediate.

Before you send

Gilded runs a few checks first, and they run whichever way you send — from the document builder or straight from the event page.

• Payment schedule must add up. If your installments don't sum to the contract total, sending is blocked until you fix it (enforced in the builder and on the server).
• No price set? You'll get a confirmation that this will be a complimentary event with no payment collected — you can still choose to send.
• Blank auto-fill fields? If any auto-fill fields (e.g. {{venue_name}}) are still empty, Gilded lists them by name so you can fill them in or Send anyway.
• Text still in square brackets? Some built-in sections leave a figure for you to decide, like [e.g., 50%] in a cancellation clause. Gilded lists those too and warns that your client will read them exactly as written. See Auto-Fill Fields for the difference between the two.

Only the first of these blocks you. The rest are confirmations — every one of them is a legitimate thing to send, so Gilded asks rather than refuses.

What Your Client Receives

Your client gets an email with:

• A subject line referencing the document and your business name
• A brief message letting them know a document is ready for review
• A secure link to view the document

The link does not require your client to create an account or log in. They simply click the link and land on the document. The link is valid for 30 days from the time you send it.

Tracking Document Status

After sending, the event detail page shows you the current status of each document in the activity timeline:

• Sent — the document has been delivered
• Viewed — your client opened the link
• Approved — (proposals only) your client clicked "Let's Work Together!"
• Signed — (contracts and combined) your client completed their signature

You will also see these status updates reflected in the event's workflow status, so you always know where things stand at a glance.

Resending a Document

If your client loses the link or the 30-day window expires, you can resend the document. From the event detail page, use Resend to Client in the action panel. The link URL stays the same — resending refreshes its 30-day expiration and sends another email to your client.

Resending does not create a duplicate document — it refreshes the link on the existing one.

Resending Something Already Partly Signed

Signatures already collected are kept when nothing has changed, so nudging a partner who has not signed yet is safe.

If something has changed, resending asks you to confirm first and names who would have to sign again. That covers anything the agreement shows: the wording, the price or payment schedule, the order of the sections, which sections need initials, and details that come from the event or your business profile — the date, the venue, the guest count, your business address. A signature stands for what was on the page when it was given, so once the page says something else it has to be given again.

Sending a Reminder

A reminder is different from a resend. It re-delivers the same link without changing the document, and it goes only to the people who still owe you a signature — so once your client has signed, further reminders go to their partner alone and stop bothering them about something they have already done.

If nobody is outstanding, the reminder will not send, and it tells you why. When both clients have signed and only your countersignature is left, it says so rather than claiming everyone is finished.

A reminder cannot add a signer. If you add a partner to the event after the agreement went out, they are not on it and a link would turn them away, so the reminder skips them and tells you. Use Resend to Client in the action panel to add them properly — that is the one control that rebuilds the signatory list. The same message appears if you clear someone's email address, since that is how you tell Gilded to stop contacting them.

Adding a partner's name changes the agreement, because their name is printed on it. So a resend that adds one voids the signatures already collected, including your own countersignature, and asks you to confirm before it does. Everyone then signs the corrected version. This is the intended outcome, not a fault: the earlier signature was made against an agreement that named one person, and the new one names two. The original stays in the audit log.

If you waived someone's signature, the reminder says that instead — it will not suggest resending, because resending would put them back on the document.

Editing After Sending

A sent document is still editable. Open it and the builder loads as normal — and because the client's link renders the document live, your edits are what they see next time they open it.

That cuts both ways. It is genuinely useful for fixing a typo or a wrong date before anyone has looked. It also means you can change a document out from under a client who is midway through reading it, so it is worth resending afterwards so they know.

Editing stops once the document is approved or signed. At that point it opens read-only, because it is a record of what someone agreed to. To change anything after that, create a new document.

Documents List View

You can see all your documents across events by clicking Documents in the sidebar. Use the filter tabs — All, Proposals, Agreements, Proposal & Agreement — to find what you are looking for. Each card shows the document status, when it was sent, and the associated event.

Next Steps

To understand what your client experiences after they click the link, read How Signing Works. For proposals that do not require a signature, the client simply reviews and approves.