Creating multi-contract proposals

How to create a proposal with more than one contract.

You can add more than one contract to your proposal, offering your customers the option to upgrade or downgrade their plan. In addition, you can set up the starting and cancellation dates of your contracts to allow your customers a renewal of their preferred plans. Optionally, you can use a multi-contract proposal to offer your customers a reduced price plan if they renew their rental.‌

To add a contract to a proposal

  1. If the side menu is not visible, click .

  2. In the side menu, click Operations.

  3. In the Customers section, click Members & Contacts.

  4. Select a member or contact whose proposal you want to modify.

  5. Click CRM and then Proposals.

  6. Select the proposal you want to add the contract to.

  7. Click Contracts.

  8. Click Add proposal contract.

  9. In the Contract section, select your desired plan from the Plan drop-down list.

  10. In the Quantity textbox, type the appropriate number of units of the selected plan.

  11. In the Billing Day textbox, type the day of the month on which you want invoices to be sent to your customer.

  12. In the Start Date and Cancellation Date date fields, select a period for your potential contract to be active.

  13. In the Desks / Offices drop-down field, select a unit from your floor plan to allocate to the contract.

  14. In the Unit Price textbox, type the price for the floor plan units.

  15. Optional: If you want to apply a discount that is already defined in your Spaces account, select it from the Discount Code drop-down field.

  16. Click Save.

Adding a new proposal contract

Learn about discounts in About teams and companies.

Remember, you can add additional contracts to an existing proposal.

Adding more contracts