Step-by-Step Guide: Automating Commercial Shoot Bookings and SHA-256 E-Sign Contracts

For high-volume creative studios, the turnaround time between a client inquiry and a signed agreement directly dictates deal conversion rates. Waiting hours to manually draft contract terms, calculate GST, and email PDFs results in lost bookings.

1. Converting Inquiries to Confirmed Deals

When a client submits an inquiry through your embeddable Cora form or WhatsApp channel, a lead card is automatically created in your Kanban Lead CRM (/workspace/lead-crm):

1. Review Scoped Deliverables: Open the deal card to review client requirements (e.g. *5x Commercial Video Deliverables + 30x Retouched Stills*).
2. Set Commercial Value: Enter the agreed project fee (e.g. ₹1,50,000). Cora automatically calculates 18% GST (₹27,000) and displays the total contract value (₹1,77,000).
3. Click "Stage Agreement": One click converts the CRM lead parameters into a formal contract draft in the Document Vault.

2. Staging a SHA-256 Agreement

Inside the Document Vault (/workspace/esign-vault), the contract is rendered using your studio's pre-approved standard legal template:

• Scope & Deliverables Clause: Explicitly outlines shooting hours, resolution formats (4K RAW / ProRes), revision limits (2 rounds included), and delivery deadlines.
• Copyright & License Terms: Standard commercial usage license granted upon receipt of full final payment.
• Cancellation & Rescheduling Terms: Non-refundable 50% advance retainer clause protecting against last-minute shoot cancellations.

3. The 5-Step Client Signing Flow

When you send the agreement, the client receives a secure, password-less magic link that opens the progressive 5-Step Signing Wizard:

[ 1. Details ] ──> [ 2. Terms ] ──> [ 3. GST Math ] ──> [ 4. E-Sign ] ──> [ 5. Complete ]

1. Step 1: Details: Client reviews shoot date, location GPS, and scheduled deliverables.
2. Step 2: Terms: Client scrolls through legal clauses and explicitly checks agreement boxes.
3. Step 3: GST Math: Displays an itemized commercial breakdown (Base Fee + 9% CGST + 9% SGST).
4. Step 4: E-Sign Pad: Client draws their signature on the HTML5 canvas pad (or types their legal name). The system captures their IP address, user-agent, and precise timestamp.
5. Step 5: Complete: The server renders a signed, watermarked PDF stamped with an immutable SHA-256 cryptographic hash and dispatches copies to both parties.

4. Advance Invoice & Calendar Lock

Immediately upon signature execution:

• The deal automatically moves to Contract Signed in your Kanban CRM.
• A 50% advance Pro-Forma Invoice is generated with a dynamic UPI QR code.
• The shoot date is locked on your Master Calendar, preventing overlapping gear or studio reservations.