Predrafted contracts and packages

Most companies sell the same few agreements over and over. A predrafted contract is one of those saved as a reusable blueprint, so you never rebuild the same terms twice.

You can save any contract as one from the footer, or start a fresh blueprint from Add pre drafted contract on the contracts list:

Add Contract, footer

What a predrafted contract holds — and what it can’t

A blueprint is deliberately client-free, and its wizard is shorter because of it:

Add pre drafted contract

You cannot attach a client — and because equipment belongs to a client, equipment cannot be attached either. That is why the wizard drops to four steps: Contract Details, Billing Terms, Rate Cards, and Work Patterns / Jobs.

What it does keep is everything that makes the agreement what it is: the type and duration, the billing terms, the rate card with its quotas and rates, and the work patterns. Blueprints live on their own tab, marked as templates:

Contracts → Pre Drafted Contract tab

Using one

There are two ways a blueprint turns into real work:

• Directly — when creating a contract, select the predrafted contract and the whole draft loads in. You then add the client, the dates and the equipment, and everything else is already defined.
• As a package on a quotation — this is the same blueprint wearing its sales hat. On a quote, Add Package lists your predrafted contracts; pick one, send the quote, and when the client approves it, convert it straight into a contract. The work patterns, services and items all carry across.

Since most companies’ packages are built on a fixed set of services, schedules and materials, this turns a repeat sale into a couple of clicks instead of rebuilding the same agreement each time.