Adding Contract Terms

Configuring contract terms gives you an opportunity to set different pricing terms based on what your clients have committed to. This works in conjunction with rate plans to offer your clients a modified rate, either higher or lower, for agreeing to your contract terms. For example, managed servers are $100 a month without a contract, but $90 a month with a two-year contract. 

Steps

Access the Contract Terms Page

1. From the Ubersmith Dashboard, click Setup.
    
   The Ubersmith Settings page appears.
2.  From the Clients section, click Contract Terms.
    
   The Contract Terms page appears.
3. Click Add Contract Term.
    
   The Add Contract Term page appears.
    

Complete the Add Contract Term page

1. In the Name field, enter the name of your contract.
2. In the Term field, enter the number of months your contract will cover.
3. In the Status field, select Active.
4. Click Save.

 
Your contract term displays in the Contract Terms page.

Related Topics 

Managing Contract Terms

Adding Rate Plans

Managing Rate Plans

Adding Services

Managing Services