Updating Client Agreement Pricing and Terms: A Guide

"Updating Client Agreement Pricing and Terms: A Guide"

A) Update Client Agreement Pricing

To change the default pricing for the client's Agreement universally for all clients,

you can navigate to "Settings >> Portal Settings >> Client Agreements" section.

Here, you can set the most common/default pricing that will automatically appear on the client's Agreement.

However, if you want to change the client's Agreement for a specific client, navigate to the respective client "Dashboard >> Account >> Agreement Pricing".

Here, you can set the agreement pricing that will automatically appear on the respective client's Agreement.

B) Update Client Agreement Terms

In the "Settings >> Portal Settings >> Client Agreements" section, you have the option to edit the Default Client Agreement or upload a new one where you can update the required terms.

While editing, you can utilize pre-built client Price variables such as [1ST_AMOUNT] or [MONTHLY_AMOUNT], which will automatically be replaced with the actual client information when the agreement is created.

* Pre-built variables are available for client Info, Date Info, Company Info and Price.