Create, review and export manual contracts

The Contracts module creates manual documents from templates. Each contract stores a snapshot of the text and values used for its first generation.

Do not confuse this document with the short-term rental contract.pdf that may be generated after traveller registration is submitted. That file belongs to the check-in workflow and does not use these templates.

Create a contract#

1. Confirm there is an approved template in the required language.
2. Open Contracts and select Create.
3. Enter a unique internal name that makes the version easy to find.
4. Enter the full name of party 1, which provides the service or asset, and party 2, which receives it.
5. Select the template and then one of its available languages.
6. Review the variables Holidario loads automatically.
7. Complete every value from an authorized source and respect each variable type.
8. Save and find the contract in the list.

The initial save creates the snapshot. If you later change the template or form values, the public page and PDF may continue to show the earlier snapshot. For a material correction, create a new contract and keep a clear relationship with the superseded version.

Review without starting external signing#

View opens a temporary page through a signed link valid for 60 minutes. Use it for internal review of the content, names and layout.

The same page contains signature controls for both parties. Do not send it to external signers as a signing process until you have read Current contract-signing boundary.

Check:

• the identity and capacity of both parties;
• template language and version;
• replacement of every variable;
• dates, amounts, identity numbers and telephone numbers;
• page breaks and content that will appear in the PDF.

Download a PDF or ZIP#

1. Return to the Contracts list.
2. Select the authorized contracts.
3. Choose Download PDF.
4. For one contract, Holidario returns its PDF directly.
5. For several, it returns a ZIP containing one PDF per contract.
6. Open a sample before sending or filing it.

The PDF is generated from the snapshot. Signatures appear in its footer only when both parties are marked as signed. An unsigned PDF can be a draft or review copy, not evidence of acceptance.

Authority and scope#

Contracts are independent team resources. The form does not automatically select a reservation, property or property owner. Include the necessary reference as data or a variable and manually verify the relationship.

A manager may create and work with contracts when permitted, but should not change templates controlled by the authorized administrator. A missing action indicates insufficient permission or resource authorization; do not copy content into another contract to bypass it.

Errors and recovery#

• Templates or languages are missing: the administrator must review the template and your authorization to it.
• A value fails validation: use the real value in the declared type's format or correct the template.
• View is denied: return to the list and open View to generate a fresh temporary link.
• The PDF is not generated: confirm the contract has a snapshot and retry with one contract to isolate the affected record.
• Some contracts are absent: retain their IDs and do not assume a partial ZIP is complete; escalate the error.
• The text is wrong after saving: do not sign or distribute it; create the corrected version and internally identify what it supersedes.

Do not assume general compatibility for reviewing, creating, comparing, or filing contracts on phone, tablet, or desktop. Before first use, test the temporary view, complete content, download, and PDF with non-sensitive data on the intended combination. Perform creation, comparison, and filing only on a larger-screen workstation the agency has verified; if none exists, stop the process and hand the decision to the responsible person.

If the view is clipped or the download is not confirmed, do not approve or distribute the contract. When escalating, include the ID, language, template name and whether view or download failed; hide names, identity numbers, signatures and sensitive contractual content.