This article outlines the benefits of Sonovate Contracts and provides a detailed step-by-step guide on how to use them within the platform.
- What is the contracts feature?
- What are the benefits?
- How to set up contracts for a client and a supplier/worker
What is the contracts feature?
You can now send contracts to both your client and your supplier/worker from within the Sonovate app, allowing you to quickly and easily lock in that deal you've been working hard on. No more rekeying data or sending contracts manually via email.
This is an add-on feature - if you don't see it on your assignments screen, then please speak to Sales about getting access.
What are the benefits of using Sonovate contracts?
- Efficiency: create and issue contracts for your assignments with just a few clicks, minimising administrative delays.
- Transparency: you get a real-time view into whether your contracts have been viewed or signed by the recipients.
How to Set up Contracts for a Client and a Supplier/Worker
Step 1: Open the Assignment
Let's start by selecting the assignment that you would like to submit contracts for.
Step 2: Navigate to the Contracts Tab
To access the Contracts feature, click on the 'Contracts' tab, as indicated in the image below.
Step 3: Add a Notice Period
Let's start by entering the notice period, as agreed with your client and your supplier (though note, this is optional).
An example of the notice periods entered and saved is displayed below. You can edit these at any time by clicking on the three dots next to the notice.
Step 4: Client Contract
Next, click the 'Add contract' button and start to enter the details. Choose between the Sonovate standard terms or upload your own client terms. These terms will be sent with the schedule for e-signing.
For this example, we'll use Sonovate standard terms.
Once you have clicked 'Add client contract', you will be able to see that the contract has now been sent to the client contact's email, and is awaiting an e-signature.
Step 5: Supplier Contract
Click on 'Add contract' in the 'Supplier' section, and follow the same process as with the client contract.
In the below example, we will be using a custom set of terms.
Clicking 'Add supplier contract' will save your terms to the portal for use next time, as well as sending the email to your supplier to be e-signed.
In the example below, we have now successfully sent both contract terms to the relevant parties.
Step 6: Monitor Progress
Stay in the loop at every stage by monitoring the progress of the contract. The example below shows that both contracts have been e-signed by the client and the supplier.
Step 7: Flexibility to Re-issue or Change Recipients
You also have the flexibility to re-issue contracts at any point or send them to different recipients.
Step 8: Download PDFs for Your Records
After issuing contracts, you can download PDF copies for your records, if required.
One final point - Contracts are entirely optional on a Sonovate assignment, so you have full control over if and when you send them.
You're all set! Enjoy using Sonovate Contracts.
Get in touch with our Customer Experience team at firstname.lastname@example.org and one of our friendly team will be happy to assist you.