Creating a contract on Maroo is simple, flexible, and designed to support the way you work — whether you’re collaborating with planners, signing documents yourself, or uploading existing agreements. This guide walks you through every step.
➕ Starting a New Contract
To begin:
Click Create contract in the top‑right corner of your Contracts dashboard.
Fill in the initial contract details:
Contract name
Expiration date (optional)
Client type — Business or Individual
First signer’s full name and email
If you need additional signers, click + Add signer.
🤝 Working With Planners (When You Don’t Have the Client’s Email)
If a planner is managing communication and hasn’t provided the client’s email, you can still proceed.
Enter the client’s full name
Add the planner’s email in the Signer’s email field
This allows the planner to receive and manage the contract on the client’s behalf.
📬 Most Common Scenario: Planner Wants to Review First
If you do have the client’s email but the planner wants to review the contract before the couple sees it:
Turn on the Copy the planner toggle.
ℹ️ Note: When this toggle is on, the planner becomes the first reviewer. The client will not receive any notifications until the planner approves the contract.
✍️ Signing the Contract Yourself
If you need to sign the contract as well, you can enable the Self‑sign toggle.
You can choose whether you want to sign:
Before the client
After the client
This helps you control the signing order.
🎉 Adding Event Information
All contracts in Maroo are tied to an event.
On the next screen, you’ll enter:
Event name
Event type
Event date
Location
ℹ️ Note: This information will later appear in your Projects folder.
🖇 Upload or eSign Your Contract
Next, choose how you want to proceed:
📤 Upload Contract
Use this option if:
The contract was already signed offline
You used another e‑signature tool
You want to store documents neatly inside Maroo
You’ll be prompted to upload a file from your computer. Clients will not receive notifications for uploaded contracts — this is your internal storage.
🧡 Need to migrate contracts? If you want to move 3+ contracts from another CRM, our support team can help automate the process.
🖊 Electronic Signature
Choose this option to create and sign contracts directly in Maroo.
If it’s your first time, you won’t see templates yet — you’ll choose how to start:
📄 Upload From DOCX
Click Upload your DOCX file
Select your .docx file
Maroo will parse the document into an editable version
🤩 Bonus: As long as the contract is not signed yet by any party, everything is editable — even after sending. No need to re‑upload if you spot a typo or want to adjust wording.
🔧 Using Placeholders
On the right side, you’ll see a list of placeholders that automatically pull in the information you entered earlier.
To use them:
Place your cursor where you want the info to appear
Click the arrow next to the placeholder
Placeholders help keep your contract dynamic and error‑free.
🖋 Formatting Your Contract
You’re working with an editable version of your contract, so you can easily adjust the formatting to match your brand and make your document stand out.
Double‑click any text or empty space to open the formatting panel. You can adjust:
Fonts
Colors
Alignment
Styling
This helps your contract reflect your brand.
🧑🤝🧑I need clients to enter information rather than adding it myself
You can manage this in the placeholder settings panel. Select the placeholder you want the client to complete, then click the gear icon on the right. For example, if a planner is reviewing the contract on the client’s behalf and needs to enter the client’s name themselves, you can assign that field to them.
After you paste the placeholder using the arrow button, you’ll see this view:
This indicates that when the signer (in this case, the planner) receives the contract, they’ll be required to fill in that placeholder before signing.
📨 Sending for Signature
Once your contract is ready:
Click Continue
You can customize the email subject and message
Click Send for signature
You’ll then see:
Contract link (only when sending directly to the couple without planner involvement)
Save contract as a template
Create another contract
ℹ️ Note: After sending, you can save the contract as a template for future use.
Next time you create a contract, your saved templates will appear automatically — making the process even faster.
🔔 Notifications
After sending a contract, you’ll receive a confirmation email.
⚠️Important note:
If you selected the option to copy the planner on the first screen, the end client (signers) won’t receive a notification right away when you send the contract. The planner will be notified first and asked to review and approve the contract before it’s sent to the client.
📞 Need Help?
If you ever get stuck or want guidance while creating contracts, our team is here for you.
Chat with us directly in the app or email us anytime at [email protected] — we’re always happy to help.