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 contacts supported on the platform. 

Customizing Templates

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

• Navigate to Settings/Templates/Contracts
• Open one of the existing templates
• Choose to edit or clone it

In order to customize one of the default templates, you can use the Text Editor or you can update its Code using 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:

Location 

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

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.

Member

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

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:

Contract 

This property holds additional information about the contract. 

ResourceLines

<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 pllans (services) that are included in the contract. It is a collection of items and it, therefore, has to be traversed by a for cycle. By traversing the collection of resources, you can display the following information about each plan (service) added in the contract:

<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

<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 that are included in the contract. It is a collection of items and it, therefore, has to be traversed by a for cycle. By traversing the collection of setup fees, you can display the following information about each setup fee added in the contract:

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 details of the plan itself.

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:

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

<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:

eSign Properties

Other Functions