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 > Data & Extensibility > 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 to the contract.
`vatAmount`	The tax amount applied to 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.email`	The company email address.
`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.isrolling`	Returns true or false about the status of the contract.
`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].deposit`
`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 to 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].size`	Returns the size of the resource.
`resourceLines[0].floor`	Returns the floor where the resource is located.
`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: <div style="margin-top: 20px;"> {% for r in resourceLines %} {% for credit in r.credits %} {{credit.count}}<br/› {{credit.title}}<br/› {{credit.isValueCredit)) {% endfor %} {% endfor %} </div>

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: <div style="margin-top:20px;"> {% for r in resourceLines %} {% for credit in r.credits %} {{credit.count}}<br/› {{credit.title}}<br/› {{credit.isValueCredit}} {% endfor %} {% endfor %} </div>

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: <div style="margin-top:20px;"> {% for r in resourceLines %} {% for credit in r.credits %} {{credit.count}}<br/› {{credit.title}}<br/› {{credit.isValueCredit}} {% endfor %} {% endfor %} </div>

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 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:

<div style="margin-top:20px;">
{% for setupFeePlan in setupFees %}
{{setupFeePlan.plan}} - this is the plan of the setup fee.<br/>
{% for setupFee in setupFeePlan.setupFees %}
{{setupFee.name}}<br/>
{{setupFee.price}}<br/>
{{setupFee.count}}
{% endfor %}
{% endfor %}
</div>

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

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

<table>
<tr>
<th style="text-align:left;">Credits Type</th>
<th style="text-align:left;">Title</th>
<th style="text-align:right;">Amount</th>
</tr›
{% for credit in credits %}
<tr>
<td style="text-align:left;">{% if credit.isValueCredit == false %}Hourly credits{% else %}Coins{% endif %}</td>
<td style="text-align:left;">{{credit.title}}</td>
<td style="text-align:right;">{{credit.count}}</td>
</tr>
{% endfor %}
</table>

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.

[Flex] Invoice Export Properties

[Flex] Contracts – Start Here

Email Template Properties

Invoice Template Properties

[Flex] Receipt Template Properties