Contracts & Real-time Status Pipeline

Track all agreement lifecycles, DocuSign progress, and Dropbox cloud backup status

Agreements & Status Pipeline

Create New Contract (Sales Wizard)
ID Member Name Created Date Template Sales Agent Price Gateway Status Pipeline Dropbox Backup Actions
Total Revenue (USD)

$0.00

Total Revenue (THB)

฿0.00

Total Executed Contracts

0

Financial Transactions & VAT Reconciliation

ID Member Name Sales Agent Created Date Payment Ref Gateway Base Amount VAT (7%) Total Charged

Configure DocuSign Sequential Signers Flow

Manage the exact order of signers required for contracts. Changes take effect immediately for all new envelopes generated.

Signing Order Role Name Signer Full Name Signer Email Title Action

DocuSign eSignature Automation

Automatic contract generation across 3 property types & attached passport bundling.

Required for automated server-to-server JWT OAuth authentication without manual browser logins.
Optionally bundle the member's uploaded passport/ID document into the DocuSign envelope (Doc #2).
3 DocuSign Contract Templates (By Property Category)
Used automatically when contract property is Bang tao (Phuket).
Used automatically when contract property is Jomtien Hotel E (TTMV-E).
Used automatically when contract property is Jomtien Hotel F Wing B (TTMV-FB).

PayPal Merchant Settings

Enter official PayPal Merchant ID to receive customer payments seamlessly.

Directs customer checkout payments to your verified merchant account.
Default Contract Pricing

SMTP Email & 2FA OTP Gateway

Configure mail server for automated 2FA login OTP verification & account activation links.

For Gmail / Google Workspace, use smtp.gmail.com with Port 587 (STARTTLS) and generate a 16-character App Password from Google Account Security.

Dropbox Cloud Storage

Automated cloud archival for all completed and fully-signed contracts.

Generated from the Dropbox App Console with files.content.write and files.content.read permissions.
Signed PDFs will be automatically filed into [Root Folder]/YYYY/MM/[Contract_ID]_Signed.pdf.

System Activity & Immutable Audit Trail

User & Access Control Management

Manage system user accounts, roles (Admin, Legal, Accounting, Sales Agent), and department permissions.

User ID Full Name Email / Login ID Role Department Status / Verified Created Date Actions