Setting up a standard contract is essential to ensure clear and consistent agreements, as the contract serves as the blueprint for entering subscriptions.
1. Introduction
The standard contract acts as the foundation of your platform. The data configured there forms the basis for setting up subscriptions. This includes discounts, credits, deposits, and more, which can all be configured here so that you don't have to do it for each subscription. A properly configured standard contract simplifies the process of setting up subscriptions.
2. Setting up your standard contract
Step 1: Go to Standard Contracts
Navigate to the Standard Contracts section in Settings and open the module by clicking on it.
Step 2: Create a new standard contract
Click on the '+ new standard contract' on the top left to begin entering it.
Step 3: Fill in the right details for your new contract
| Name | The name of the contract |
|
Contract type |
Select in the dropdown menu the type
|
| Workspace type | Select from the dropdown menu |
| Auto-renew contract | Activate this if you want to renew automatically |
| Meeting room discount | Fill in the % of discount on meeting rooms |
| Hotdesk discount | Fill in the % of discount on desks |
| Default language | Select in the dropdown the language you want to use |
| Indexation type | Select in the dropdown the indexation type |
| Deposit | The amount of the deposit |
| Notice | Fill in the number for the notice frequency |
| Notice frequency | Select the frequency from the dropdown |
| Services and facilities of standard contract | Select if needed the service you want to add |
Step 4: Save the changes
Click in the blue 'create standard contract'
3. (optional): Add a document to your standard contract
Contracts can be uploaded to the platform directly by operators. Before doing so, ensure the contracts are edited to include variables that will pull information from the platform. If you need assistance with this, please contact your Customer Success Manager (CSM). Once the necessary changes are made, you can easily edit your contracts as needed and upload them to the platform.
Advice: Before making any edits to an existing contract, be sure to keep an unedited copy of the original document.
To upload a contract, go to Settings > Standard Contracts and click on the contract that needs updating.
Go to Templates > Edit
After clicking on Edit, click on Upload new document and select from your file the contract.
Once the file has been selected click Update
