Block: Contracts

Problem solved: Lets users create contracts for a booking based on preset contract templates.

Description: The block for Contracts is the seventh section users fill in when a booking is created in the Jetty system. The contracts block in a booking provides space for users to create contracts based on a preset contract template (see Contract Templates).

To create a contract, users must simply add any/all necessary information about the organizer and engager to the fields in the Contract block. Then the next step is to select which contract template the contract should be based on. The user can make unique changes to the texts and settings for each contract without compromising the global contract template itself. After creating a contract, it can be exported as a PDF and sent to the engaged contact person. You create a pdf by editing the contact after it is created and then clicking the link Generate PDF in the bottom of the block.

Available fields:

Block: Contracts

Organizer

Company name – Name of the company.
Street – Street address for the company.
Zip code – Zip code for the company address.
City – City for the company address.
Country – Country for the company address.
Organization number – Company’s organization number, if relevant.
Name – Name of contact person.
Phone – Phone number for the contact person.
Email – Email for the contact person.
Title – Job title for the contact person.

Engager

Company name – Name of the company.
Street – Street address for the company.
Zip code – Zip code for the company address.
City – City for the company address.
Country – Country for the company address.
Organization number – Company’s organization number, if relevant.
Name – Name of contact person.
Phone – Phone number for the contact person.
Email – Email for the contact person.
Title – Job title for the contact person.

Other Fields

Contract Template – Select which template the contract should be based on.
Title – Add title for the contract.
Type – Enter a type of contract.
Language – Select language for the template.
Header field – Field for header information from the template.
Intro field – Field for Intro information from the template.
Primary field – Field for primary information from the template.
Secondary field – Field for secondary information from the template.
Footer field – Field for footer information from the template.
Tags – Create a tag to label the contract for later quick filtering.
Files – Attach files to the contract
Blocks – Select which fields and blocks that should be presented in the contract from the booking.