You can find our Contact Terms Templates in Global/Live/Business docs.
- Look for the latest template version: Thread – Contract Terms – Template-2013v3
- Save the document in a new folder: Global/Business docs/YYYYMMDD – Client Name (* YYYYMMDD = the contract date)
Use file name: “Thread – Contract Terms – Client Name – quotenumber.doc”
For example: Thread – Contract Terms – Myclientname – 2613-3692.doc
- Update the highlighted yellow fields on the document:
– contract number = quote number (from WorkEtc)
– date = day you are creating the contract
– client denomination
– project description: add reference documents:
– quotation – quotenumber.pdf
– “Thread – Server Requirements.pdf” (MANDATORY for website projects)
– payment terms:
– 40%-40%-20% unless otherwise agreed (! check with Justine before granting other payment terms to client) - Save the document as .pdf file before sending client.
- Contracts needs to be returned to us signed and/or chopped by the client, in 2 copies.
Originals need to be handed to our accountant and stored our archives.