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Manage contract templates

Updated yesterday

Instead of creating each contract from scratch, you can upload contract template/-es and use them for creating contracts. This ensures consistency and makes generating contracts quick and efficient.

You have two options for your document template:

  • Download our sample template and customize it

  • Use your own document template(s).

Your document template needs to meet the following requirements:

  • It should be a Microsoft Word format.

  • It should include our specific placeholders.

Upload template

To upload contract templates, follow these steps:

  1. Go to the Location settings > Contracts page.

  2. In the "Templates" section, press Create template button.

  3. Press Upload file and upload the template.

  4. Add its title.

  5. Switch to the "Preview" tab to see exactly how the final contract will look. The preview uses random placeholder values to demonstrate the formatting, but the system will automatically replace this data with your actual customer and location information upon issue.

  6. Press Create.

Once created, you can select the necessary template when creating contracts for your customers.

To manage your templates, press the menu (...) button near the necessary template and select the desired action:

  • Select "Edit" to change the template title or replace the template document with a new one.

  • Select "Duplicate" to quickly create a similar template for minor adjustments (e.g., changing only the T&C text).

  • Select "Delete" to delete the template if it's no longer relevant.

Deleting a template is irreversible.

Understand template placeholders

If you are uploading your own contract template, you must include the appropriate placeholders (variables) into it. The system will automatically fill these placeholders with the customer's and location data from Spacebring.

You do not need to include all the variables listed below. Only add the specific placeholders that are essential for your contract and legal requirements.

Data to include in contract

Placeholder

Contract dates

  • Contract issue date

  • Subscription start date

  • Subscription end date

  • {contract.issueDate}

  • {contract.startDate}

  • {contract.endDate}

Customer details

  • Company/user name

  • Billing address

  • Tax ID

  • {customer.legalName}

  • {customer.businessAddress}

  • {customer.taxId}

Customer signatory

  • Signatory full name

  • Signatory email address

  • Digital signature

  • Signature date

  • {customer.signatory.fullName}

  • {customer.signatory.email}

  • {customer.signatory.signature}

  • {customer.signatory.signature_date}

Location details (your side)

  • Location name

  • Location billing address

  • Location tax ID

  • Signatory full name

  • Signatory email address

  • Digital signature

  • Signature date

  • {location.legalName}

  • {location.businessAddress}

  • {location.taxId}

  • {location.signatory.fullName}

  • {location.signatory.email}

  • {location.signatory.signature}

  • {location.signatory.signature_date}

Subscription items

  • Item (plan) title

  • Item price

  • Item quantity

  • Item tax

  • Item total price

  • {title}{#items}

  • {price}

  • {quantity}

  • {tax}

  • {total}{/items}

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