OfficeRnD Flex comes with a set of predefined contract templates for a license agreement, a lease agreement, a membership agreement, and a quote. Read more about the different types of contracts supported on the platform.

Customizing Templates

If you want to customize any of the default templates, you can:

Go to Settings > Templates > Contracts
Open one of the existing templates
Choose to edit or clone it

To customize a default template, use the Text Editor or edit the Code with HTML and CSS.

When customizing the contract templates, you can use a variety of properties, which act as placeholders for dynamically generated content. These properties are enclosed:

Text Editor: in single square brackets, such as [date]
Code: in double curly quotes, such as ##{{date}}.

Adding CSS

If you want to add CSS code to a template, you need to add it in the Custom Code section:

Editing the Dates Format

By default, all dates in the invoice documents are formatted as DD/MM/YYYY. If this format doesn't match your local date format, you can change it. Find more information about the different date formats available in OfficeRnD Flex.

Contract Template Properties

Primary Properties
Location
Team
Member
Org
Contract
ResourceLines
PlanLines
OneOffPlanLines
SetupFees
Credits
Currency
eSign Properties
Other Functions

Primary Properties

There are a few primary properties available in the contract templates:

Property/Placeholder	Description
baseTotal	Total amount of the contract without taxes.
contract	This property contains additional information about the contract. Review all sub-properties available as additional information through the contract property.
credits	Information about the credits provided by the contract through its services, one-off fees and/or resources. Review the properties of each credit record.
currency	Information about the default currency of the contract. Review its properties for more details.
date	The date when the contract document is generated.
deposit	The deposit amount.
eSign	A property representing esign information, such as name, signature and date of signing.
LegalDocuments	Legal documents included in the contract such as Terms and Conditions.
location	Information about the location of the contract. Review its detailed properties.
locationId	The ID number of the location targeted in the contract.
logoUrl	The URL to your organization logo so that it can be automatically displayed on the contract document.
member	Information about the company member acting as a representative of the company, signing the contract. Review the available properties for the member.
oneOffPlanLines	A detailed list of the one-offs included in the contract. Review all available information, which you can print on the document.
org	Detailed information about your organization, your address, and billing details. Review all information that you can print on the contract document.
orgName	The default name of your account in OfficeRnD Flex.
planLines	A detailed list of the plans (services) included in the contract. Review all available information, which you can print on the document.
resourceLines	A detailed list of the resources included in the contract. Review all available information, which you can print on the document.
setupFees	A detailed list of the setup fees included in the contract. Review all available information, which you can print on the document.
team	Information about the company the contract is created for. Review all additional properties you can display for the company.
termsHtml	The html code of the terms and conditions included in the contract.
total	The total amount of the contract.
totalSetupFee	The total amount of setup fees provided by the billing plans.
vatPercent	The tax percentage applied on the contract.
vatAmount	The tax amount applied on the contract.

Location

This property provides additional information about the location targeted in the contract.

Property/Placeholder	Description
location.name	Name of the location targeted in the contract.
location.address	Address of the location targeted in the contract.
location.country	The country of the location targeted in the contract.
location.zip	The ZIP/Post code of the location.
location.city	The city of the location targeted in the contract.
location.code	The code of the location targeted in the contract.
location.properties	List of any custom location properties.
location.slug	The slug of the location targeted in the contract.
location.officeData.isOpen	A boolean value indicating if the targeted location is open.
location.officeData.public	A boolean value indicating if the targeted location is publicly available on the members portal.

Team

This property provides additional information about the company targeted in the contract. Here are the exact details of what you can display for the company.

Property/Placeholder	Description
team.address	The company registered address.
team.billingAddress	The company billing address.
team.city	The company city.
team.state	The company state.
team.zip	The company ZIP code.
team.country	The company country.
team.name	The company name.
team.properties	The company custom properties' values.
team.regNum	The company registration number.
team.vatId	The company VAT Id.

Member

This property provides additional information about the company member acting as a representative of the company, signing the contract.

Property/Placeholder	Description
member.name	The name of the contact member.
member.phone	The phone number of the contact member.
member.email	The email of the contact member.
member.properties	The contact member's custom properties' values.

Org

This property provides additional information about your organization, such as billing details and address. Here are the exact details of what you can display:

Property/Placeholder	Description
org.accountBank	Your organization bank account
org.accountBic	Your organization BIC number
org.accountIban	Your organization IBAN
org.address	Your organization address
org.city	Your organization city
org.country	Your organization country
org.name	Your organization name
org.regId	Your organization registration number
org.vatId	Your organization VAT Id
org.state	Your organization State
org.zip	Your organization ZIP code

Contract

This property holds additional information about the contract.

Property/Placeholder	Description
contract.startDate	The start date of the contract.
contract.endDate	The end date of the contract.
contract.noticeDate	The first date of the notice period.
contract.notice	The notice period of the contract.
contract.number	The contract number.
contract.total	The total amount of the contract.
contract.resourcesTotal	The total amount of the rent of all resources included in the contract.
contract.servicesTotal	The total amount of the plans(services) included in the contract.
contract.oneOffsTotal	The total amount of the one-offs included in the contract.
contract.baseTotal	The total amount of the contract without taxes.
contract.previousDepositHeld	The deposit held for this customer before creating the contract.
contract.properties	List of custom contract properties.
contract.perMonth[0].baseTotal	The total amount of the first-month payment excluding the deposit and the tax rate.
contract.perMonth[0].vatAmount	The tax amount applied in the first month of the contract.
contract.perMonth[0].total	The total amount of the first-month payment.
contract.perMonth[0].discount	The total amount of the first-month discount.
contract.perMonth[0].servicesBase	The total amount for the plans(services) included in the first month of the contract, excluding taxes and deposits.
contract.perMonth[0].servicesVat	The tax amount applied to the plans(services) in the first month of the contract.
contract.perMonth[0].servicesTotal	The total amount for the additional plans(services) included in the first month of the contract.
contract.perMonth[0].resourcesBase	The total amount for the resources included in the first month of the contract, excluding taxes and deposits.
contract.perMonth[0].resourcesVat	The tax amount applied to the resources in the first month of the contract.
contract.perMonth[0].resourcesTotal	The total amount for the resources included in the first month of the contract.
contract.perMonth[0].oneOffsBase	The total amount for the one-offs included in the first month of the contract, excluding taxes and deposits.
contract.perMonth[0].oneOffsVat	The tax amount applied to the one-offs in the first month of the contract.
contract.perMonth[0].oneOffsTotal	The total amount for the one-offs included in the first month of the contract.
contract.perMonth[0].date	The start date of the first month period in the contract. It matches the start date of the contract.
contract.perMonth[0].dayOfMonth	The string representation of the start date of the first period in the contract. The format is Dth MMM-YYYY (e.g. 9th June-2022).
contract.perMonth[0].month	The string representation of the month of the first period in the contract. The format is MMM-YYYY (e.g. June-2022).
contract.monthly.servicesVat	The average monthly tax amount applied to the plans(services) included in the contract.
contract.monthly.servicesBase	The average monthly total amount for the plans(services) included in the contract, excluding taxes and deposits.
contract.monthly.servicesTotal	The average monthly total amount for the additional plans(services) included in the contract.
contract.monthly.resourcesBase	The average monthly total amount for the resources included in the contract, excluding taxes and deposits.
contract.monthly.resourcesVat	The average monthly tax amount applied to the resources included in the contract.
contract.monthly.resourcesTotal	The average monthly total amount for the resources included in the contract.
contract.monthly.baseTotal	The average monthly total amount excluding the deposit and the tax rate.
contract.monthly.vatAmount	The average monthly tax amount.
contract.monthly.total	The average monthly total amount.

ResourceLines

This property provides a detailed list of the resources included in the contract. It is a collection of items, and it must be traversed by a for cycle.

When you create a License or a Lease agreement, you can add one or multiple resources to the contract. By traversing the collection of resources, you can display the following information about each resource added to the contract:

Property/Placeholder	Description
resourceLines[0].id	The id of the resource in OfficeRnD Flex.
resourceLines[0].name	The name of the resource.
resourceLines[0].price	The price of the resource as explicitly specified in the contract (including any discounts).
resourceLines[0].desks	The number of desks in the resource of type private office.
resourceLines[0].pricePerDesk	The price per desk for private office resource types. The property is formatted as a currency string.
resourceLines[0].discount	Discount on the resource regular price. The property is formatted as a currency string.
resourceLines[0].listPrice	Default resource price. The property is formatted as a currency string.
resourceLines[0].unitPrice	The price of the resource as explicitly specified in the contract (including any discounts). This property is a numeric value.
resourceLines[0].startDate	The start date of the resources rent.
resourceLines[0].endDate	The end date of the resources rent.
resourceLines[0].vatPercent	The tax percent applied to the resource's rent. This property is a numeric value.
resourceLines[0].setupFeeTotal	The total amount of the resource's setup fees. The property is formatted as a currency string.
resourceLines[0].subtotal	The total amount of the resource's rent without taxes. This property is a numeric value.
resourceLines[0].baseUnitPrice	The price of the resource as explicitly specified in the contract (including any discounts) without taxes. This property is a numeric value.
resourceLines[0].vatAmount	The tax amount applied on the resource's rent. This property is a numeric value.
resourceLines[0].baseTotal	The total amount of the resource's rent without taxes. This property is a numeric value.
resourceLines[0].total	The total amount of the resource's rent. This property is a numeric value.
resourceLines[0].credits	Provides an object with own properties of "title", "count", "isValueCredit". Credits property displays the type, amount, and name of the credits provided by the resource's plan. Note: Credits require a 2nd for loop for every resource. Example:

PlanLines

This property provides a detailed list of the plans (services) included in the contract. It is a collection of items, and it must be traversed by a for cycle. By traversing the collection of resources, you can display the following information about each plan (service) added to the contract:

Property/Placeholder	Description
planLines[0].id	The id of the plan in OfficeRnD Flex.
planLines[0].name	The name of the plan that you've added in services.
planLines[0].quantity planLines[0].count	The quantity of plans of the same type and price.
planLines[0].listPrice	The default plan price. The property is formatted as a currency string.
planLines[0].price	The price of the plan as explicitly specified in the contract (including any discounts). The property is formatted as a currency string.
planLines[0].unitPrice	The price of the plan as explicitly specified in the contract (including any discounts). This property is a numeric value.
planLines[0].setupFeeTotal	The total amount of the setup fees of the plan. The property is formatted as a currency string.
planLines[0].steps[0].startDate	The start date of the plan line. Please note that the data format also has to be entered, you can change the format using \|date('d-m-Y') or \|date('m-d-Y'). Example: (pLine.steps[0].startDate)\|date('d-m-Y')
planLines[0].steps[0].endDate	The end date of the plan line. Please note that the data format also has to be entered, you can change the format using \|date('d-m-Y') or \|date('m-d-Y'). Example: (pLine.steps[0].endDate)\|date('d-m-Y')
planLines[0].steps[0].price	The default price of the plan in each step (excluding any discounts). This property is a numeric value.
planLines[0].steps[0].calculatedDiscountAmount	The total amount of the discount of the plan in each step. This property is a numeric value.
planLines[0].steps[0].discountedPrice	The discounted price of the plan in each step. This property is a numeric value.
planLines[0].discount	Discount on the plan's regular price. This property is a numeric value.
planLines[0].vatPercent	The tax percent applied to the plan's price. This property is a numeric value.
planLines[0].subtotal	The total amount of the plan without taxes. This property is a numeric value.
planLines[0].baseUnitPrice	The price of the plan as explicitly specified in the contract (including any discounts) without taxes. This property is a numeric value.
planLines[0].vatAmount	The tax amount applied on the plan's price. This property is a numeric value.
planLines[0].baseTotal	The total amount of the plan without taxes. This property is a numeric value.
planLines[0].total	The total amount of the plan. This property is a numeric value.
planLines[0].setupFeeTotal	The total amount of the plan's setup fees. The property is formatted as a currency string.
planLines[0].credits	Provides an object with own properties of "title", "count", "isValueCredit". Credits property displays the type, amount, and name of the credits provided by the plan. Note: Credits require a 2nd for loop for every resource. Example:

OneOffPlanLines

This property provides a detailed list of the one-off plans included in the contract. It is a collection of items, and it must be traversed by a for cycle. By traversing the collection of one-off fees, you can display the following information about each one-off fee added to the contract:

Property/Placeholder	Description
oneOffPlanLines[0].id	The id of the one-off plan in OfficeRnD Flex.
oneOffPlanLines[0].name	The name of the one-off plan that you've added in services.
oneOffPlanLines[0].quantity	The quantity of the one-off plans of the same type and price.
oneOffPlanLines[0].listPrice	The default one-off plan price. The property is formatted as a currency string.
oneOffPlanLines[0].price	The price of the one-off plan as explicitly specified in the contract (including any discounts). The property is formatted as a currency string.
oneOffPlanLines[0].unitPrice	The price of the one-off plan as explicitly specified in the contract (including any discounts). This property is a numeric value.
oneOffPlanLines[0].setupFeeTotal	The total amount of the setup fees of the one-off plan. The property is formatted as a currency string.
oneOffPlanLines[0].steps[0].startDate	The date of the one-off. Please note that the data format also has to be entered, you can change the format using \|date('d-m-Y') or \|date('m-d-Y'). Example: (pLine.steps[0].startDate)\|date('d-m-Y')
oneOffPlanLines[0].steps[0].price	The default price of the one-off plan in each step (excluding any discounts). This property is a numeric value.
oneOffPlanLines[0].steps[0].calculatedDiscountAmount	The total amount of the discount of the one-off plan in each step. This property is a numeric value.
oneOffPlanLines[0].steps[0].discountedPrice	The discounted price of the one-off plan in each step. This property is a numeric value.
oneOffPlanLines[0].discount	Discount on the one-off plan's regular price. This property is a numeric value.
oneOffPlanLines[0].vatPercent	The tax percent applied to the one-off plan's price. This property is a numeric value.
oneOffPlanLines[0].subtotal	The total amount of the one-off plan without taxes. This property is a numeric value.
oneOffPlanLines[0].baseUnitPrice	The price of the one-off plan as explicitly specified in the contract (including any discounts) without taxes. This property is a numeric value.
oneOffPlanLines[0].vatAmount	The tax amount applied on the one-off plan's price. This property is a numeric value.
oneOffPlanLines[0].baseTotal	The total amount of the one-off plan without taxes. This property is a numeric value.
oneOffPlanLines[0].total	The total amount of the one-off plan. This property is a numeric value.
oneOffPlanLines[0].setupFeeTotal	The total amount of the one-off plan's setup fees. The property is formatted as a currency string.
oneOffPlanLines[0].credits	Provides an object with own properties of "title", "count", "isValueCredit". Credits property displays the type, amount, and name of the credits provided by the plan. Note: Credits require a 2nd for loop for every resource. Example:

SetupFees

This property provides a detailed list of the setup fees included in the contract. It is a collection of items, and it must be traversed by a for cycle. By traversing the collection of setup fees, you can display the following information about each setup fee added to the contract:

Property/Placeholder	Description
setupFees[0].plan	The billing plan that that is being used for the setup fee.
setupFees[0].setupFees[0].name	The name of the billing plan for the setup fee.
setupFees[0].setupFees[0].price	The price of the billing plan for the setup fee.
setupFees[0].setupFees[0].count	The number of setup fees.

Note: All properties except for the plan require 2 for loops to cycle through. One for each billing plan and an additional one for the plan's details.

Example:

Credits

This property provides information about the credits provided by the contract through its services, one-off fees and/or resources. Each credit record has additional information available via the next set of properties:

Property/Placeholder	Description
credits[0].count	Total count of this record of credits
credits[0].title	Combination of the names of the rates that the credits are for, or All Resource Rates, if no specific rates are selected.
credits[0].isValueCredit	Boolean property provides information on whether the credits are value credits or hour credits. If the value is false - the credits are hour credits

Note: You can also display the credits per resource, plans (services), and one-offs as the exact number of credits available with each resource and plan, and a one-off fee is available in their corresponding collections.

How to Display the Total Number of Coins or Credits Separately

In order to separately display in your contract the total number of credits and coins provided by the resources, plans, or one-off fees, you can use the following table:

Custom Code

Currency

This property provides information about the default currency used in the contract. Review the additional properties you can use to display currency information on your contract documents:

Property/Placeholder	Description
currency.code	The three-letter alphabetic code that represent the currency.
currency.symbol	The graphic symbol used as a shorthand for the currency's name.
currency.thousandsSeparator	The character used as the thousands separator.
currency.decimalSeparator	The character used as the decimal separator
currency.symbolOnLeft	A boolean value indicating if the currency symbol is displayed on the left or right of the currency amount.
currency.spaceBetweenAmountAndSymbol	A boolean value indicating if there is a space between the amount and symbol of the contracts' values.
currency.decimalDigits	The number of decimal digits.

eSign Properties

Property/Placeholder	Description
orgESignTag("text", 20)	Free text field
orgESignTag("date", 20)	Date of signing
orgESignTag("sig", 20)	Signature field
memberESignTag("text", 20)	Free text field
memberESignTag("date", 20)	Date of signing
memberESignTag("sig", 20)	Signature field

Other Functions

Property/Placeholder	Description
sum('placeholder')	Allows the summing of placeholders or properties of placeholders. Example: resourceLines\|sum('desks') will give you the total number of desks for the contract.
map('placeholder')	Allows the projection of properties of placeholders. Example: resourceLines \| map('price') \| map(parseMoney) \| sum \| money. This will map the price of each resource line, parse it, sum it, and then format it in currency.

Invoice Export Properties

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Email Templates Properties

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