What content must be included in the contracts?

A contract created in DealBuilder is guaranteed to have a neat, clear and easy-to-read format, where space is kept for the things that should normally be included in agreements between companies.

The contracts are structured with the following content:

Information about the seller and the name of the contract

As shown in the example above, space is reserved at the top of the agreement for a logo, information about the seller’s company, and then the name of the contract, in this case “Agreement for your products and services”.

Information about the buyer, when the agreement has been sent and when the deadline for signing expires

This is followed by information about who the buyer is, i.e. the company’s name, organization number and address, as well as the name of the customer’s contact person. Information also follows on when the contract has been sent out to the customer, as well as when the signing deadline expires.

Custom fields

In DealBuilder, you can set up custom fields to highlight elements in your contracts that are particularly important, or that often change from contract to contract.

In our example, separate fields have been entered for “Invoicing interval” and “Start of the agreement”. Here it is clearly stated that the customer must be invoiced annually, and that the start of the agreement is 05/08/2024.

Content of the agreement / descriptions

There is also a section where standard texts for the agreement’s content can be entered. This area can contain as much text as you feel the agreement template needs.

Products, services, quantities and prices

In DealBuilder, we have a separate product and service module, where your company can add in advance the products and services that your company sells, so that these can easily be added to new contracts whenever you need it. Products/services can also be stored as “packages”, if your company often sells a mix of the same products and services from time to time.

Here the products and services can be described with name and description, and when they are added to the agreement, you can enter how many of each product the customer will buy, what each individual product/service will cost and define any discount in either percentage or in NOK.

The products that are added can be defined as “one-off products” or “current” products, which show whether the product is invoiced once, or whether it is to be invoiced continuously, e.g. every month, half-yearly, annually etc.

Under the product section, it is automatically added up how much the customer must pay in “one-off costs” and how much the customer must pay in ongoing costs.

We have also added a customized field at the very bottom, which calculates how much the customer will pay on the first invoice.

All these headings shown in the example above, such as “Establishment cost” and “current cost” can be easily changed in the system, to whatever suits best. for your company.

Text-based agreements without “products”

The product module that is explained in the point above can easily be detached from the agreement templates for those companies that wish to set up agreement templates that are only based on text content, and which are not based on specific product and service elements to be added to the contracts.

An example of a text-based agreement template is published further down the page.

Annex to the contract

In DealBuilder, it is also possible to upload attachments to accompany the contract.

There are many types of attachments that can fit and be added there, but as a rule this is used to upload the terms of the contract, photos from an inspection, further specifications about the solution to be delivered, a product catalog or the like.

Terms of the contract

The bottom part of a DealBuilder contract is reserved for the terms text. In other words, what conditions customers accept when they enter into an agreement with your company. Here, the things that are important for the customers to take with them should be clearly stated, such things as commitment periods, notice periods/periods, invoicing conditions, etc.

In the terms section, your company can load the terms in their entirety, terms can be referenced and added as an attachment, or terms can be referenced and added to a URL on the company’s website. There are many possibilities here and we help to set up the solution that best suits your company.