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How to upload a signed contract and update your Spend estimate

Congratulations! Once your venue paperwork has been routed and signed, the final step is to upload the document to Bizly. This officially marks your event as Booked and ensures your records are complete.

Written by Bizly Concierge
Updated over 3 weeks ago

Steps to Upload Your Contract

  1. Open the Event: Go to your Events tab and select the meeting with the accepted proposal.

  2. Access the Contract Page: Because the proposal was already accepted, the system will automatically direct you to the Contract page for that venue.

  3. Enable Editing: Scroll to the bottom of the page to find the Upload Contract section. Click the Edit icon (pencil) to enable the upload fields.

  4. Attach the File: Click the Upload Contract button to select the signed PDF or document from your computer.

  5. Enter Final Figures: Before saving, enter the Estimated Total for the contract. This ensures your budget tracking remains accurate.

  6. Save Your Changes: Click the Update button to save the file and the total.

✅ Success!

Your event status will now update to Booked. This alerts your team and administrators that the venue is secured and the sourcing process is complete.

⚠️ Important Reminders

  • File Format: We recommend uploading your contract as a PDF to ensure it remains legible and secure for future reference.

  • Accuracy Matters: The "Estimated Total" you enter during this step is used for your company’s final spend reporting, so double-check the figures against your signed agreement.

  • Centralized Storage: Once uploaded, you can return to this page at any time to view or download the contract if you need to check specific clauses or cancellation policies.

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