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.
- Security: lock in your deals quickly and easily.
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
Start by entering the notice period, as agreed with your client and your supplier (though note, this is optional).
Step 4: Client Contract
To get started with the client contract, click 'Add contract' in the Client section.
Choose your terms
You have the option of using either:
- Sonovate standard terms
- Uploading your own terms
If you're using Sonovate terms, you have the ability to add additional terms, which will be appended to the contract.
If you're using your own terms, upload a pdf document. These will be saved so that you can use them for future assignments
Whichever terms you select will be sent with the schedule for e-signing.
Choose your contract recipients
Any contacts that you have on the client will be available to choose here. You also have the ability to send the signed contract to another contact (the person who signed the contract will always receive a copy).
Once you have clicked 'Add client contract', you will see that the contract has now been sent to the client contact's email, and is awaiting e-signature.
Step 5: Supplier Contract
If you want to send a Supplier contract, then click on 'Add contract' in the 'Supplier' section, and follow the same process as with the client contract.
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.
After issuing, you also have the ability to:
- Re-issue contracts at any point or send them to different recipients.
- Download a pdf for your records (but don't worry - all recipients will be sent a signed copy automatically by email).
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!
