Service scope
List each included service (accommodations, transfers, excursions) with dates, supplier names if known, and a clear statement of exclusions to avoid ambiguity about what the fee covers.
A clear written agreement reduces disputes, clarifies refund and cancellation rules, and allocates responsibility for health, safety, and entry requirements. It also documents traveler consents for itinerary changes and third‑party supplier substitutions, which are common in Caribbean travel operations.
Lead users include tour operators, travel agents, corporate travel managers, and group leaders who organize Caribbean trips.
Signatures are required from the traveler (or authorized representative) and an authorized service provider representative; agent or payment processor roles should be documented.
List each included service (accommodations, transfers, excursions) with dates, supplier names if known, and a clear statement of exclusions to avoid ambiguity about what the fee covers.
State deposit amount, final payment deadline, accepted methods, currency, and consequences of late payment, including any non‑refundable fees or automatic cancellation triggers.
Define traveler cancellation windows, provider cancellation rights, applicable refund formulas, and any non‑refundable supplier fees to align expectations and refund processing timelines.
Require travelers to confirm required passports, visas, vaccinations, and travel insurance; specify responsibility for costs and consequences of failing to meet entry requirements.
Limit liability for indirect losses, set caps where allowed by law, and include indemnity clauses for traveler misconduct or failure to disclose health conditions.
Specify governing law, venue for disputes, and whether mediation or arbitration is required; choose a jurisdiction familiar to the provider or mutually agreed upon by parties.
| Field | Configuration |
|---|---|
| Required fields | Make name, passport, contact, and signature required. |
| Authentication level | Choose email + SMS code for traveler verification. |
| Signature order | Set provider signature after traveler signs. |
| Delivery | Auto-send executed PDF to all parties and storage. |
Choose a signing platform that supports secure PDFs, audit trails, and the delivery formats you need.
Ensure the platform can produce an audit trail with timestamps and signer attribution to satisfy ESIGN/UETA enforceability requirements.
Specify date or days before travel when initial deposit is required.
Typically due 30–90 days before travel; state exact MM/DD/YYYY.
Define traveler cancellation windows and refund percentages.
Allow provider notice periods for itinerary changes.
Require passport/visa checks at least 45 days prior to travel.
A group leader cancels three weeks before departure and seeks refund
A traveler presents an expired passport three days before departure
| 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 free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |