Scope of Services
Describe set-up, beverage responsibilities, staffing counts, service hours, and any limits on beverage types or quantities.
A clear, signed contract allocates risk, documents required permits and insurance, and sets payment and cancellation terms to reduce disputes and exposure to liquor liability claims.
These contracts are used by event planners, venues, and independent bartending vendors to define responsibilities and protect all parties.
Use a contract whenever alcohol is served, a venue imposes conditions, or a deposit and cancellation policy must be enforced.
Organizes the event, negotiates service scope, and signs as the contracting party responsible for payments and venue compliance; must confirm permits and proof of insurance before event start.
Owns the cocktail cart business or bartending team, agrees to provide staff, equipment, and insurance, and signs an indemnity clause and schedule for payment and deposits.
| Field | Configuration |
|---|---|
| Authentication Method | Email link or SMS code for signer verification |
| Required Attachments | Certificate of Insurance and liquor permit upload |
| Conditional Fields | Show insurance fields when vendor selects insured = yes |
| Delivery | Auto-send executed PDF to all parties |
Choose a platform that supports PDF and DOCX, audit trails, and the authentication level you require for your event contracts.
Ensure the provider you use supports retention, audit trails, and any industry compliance needs such as HIPAA for health-related events or venue-specific requirements.
Date and start/end times set all performance obligations
Typically due on contract signing to reserve date
Often required 7–14 days before event
Apply weeks in advance; local timelines vary
Minimum notice in contract determines refund eligibility
Client approves estimate and authorizes vendor to reserve the date.
All parties sign contract and deposit is collected.
Vendor provides COI and any required alcohol permits to venue.
Vendor arrives, sets up cart, and performs services per contract.
Describe set-up, beverage responsibilities, staffing counts, service hours, and any limits on beverage types or quantities.
State deposit amount, final payment due date, accepted payment methods, and consequences for late payment or nonpayment.
Include policies for age verification, refusal of service, last call, and compliance with applicable liquor laws.
Specify required insurance limits, additional insured endorsements, and mutual indemnification language for claims.
Define refundable vs nonrefundable deposits, timelines for full or partial refunds, and rescheduling terms.
Provide signature blocks, printed names, titles, and the effective date that triggers the contract obligations.
Attach COI showing policy limits and additional insured endorsements that the venue requires for coverage verification.
Include local temporary event permits or liquor licenses required by city or county authorities for the service.
Use exhibit schedules for menu pricing, staffing assignments, and equipment lists to avoid ambiguity.
Save executed agreements as searchable, archived PDFs with audit trail metadata for recordkeeping.
Bride and groom finalize event details and payment schedule
Planner mandates COI and additional insured status
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |