"The best contract management tool should be as easy as possible for each of our collaborators to use."
We definitely agree with that. And we also know how complex contracts can be, with clauses that may depend on one condition or another.
That's why Tomorro goes the extra mile to customize your templates so you can make your contract generation as flexible as possible.
🙌 What for?
You have a contract in which, depending on a certain criterion, this or that clause should be inserted or not. Not practical, we agree.
Our goal? To save you from :
Creating multiple templates (one for case A, one for case B, etc.), or
Leave all the different options in the template and ask your collaborators to delete manually one of the options when it is useless.
💡 How to do it?
Everything happens from the template.
Let's take the case of a customer contract, where the payment clause varies depending on the commitment.
CASE 1 - Clause 1: If the commitment is monthly, the payment will have to be made monthly.
CASE 2 - Clause 2: If the commitment is annual, the payment must be made annually.
The goal here? A single template with both options, but an easy choice for contract generation.
We will therefore use the conditional display feature to set up the display of clause 1 in CASE 1 only and the display of clause 2 in CASE 2 only.
To do this, the two clauses, corresponding to the two possible options, must be in the contract (see below where clause 8.1 is twice in a row - depending therefore on the duration of the commitment:
clause 1 for CASE 1, and
clause 2 for CASE 2
Here we want clause 1 to be displayed only when the commitment is monthly (CASE 1) and clause 2 when the commitment is annual (CASE 2).
To display some text or a clause conditionally, select the text or the click on the clause.
Then click on "Display conditionally" on the black bar that appears above:
Pick an existing condition or click on "Create a new condition" then fill in the fields and select the rules of the condition.
👉 To create the rules of your condition, you'll use pre-existing smart fields but also your company smart fields.
If you're missing some, just click on the "Create a smart shortcut" at the bottom of the fields pick list.
💡 Good to know: you can use the following types of fields to create your rules:
number
dates
select and select with options
Text fields cannot be used to create conditions, they won't appear in the list.
Tip: We recommend naming the condition in such a way that it speaks for itself and that its name makes it easy to understand the rules without having to re-open the condition setup pannel.
Check "Save this condition" if you want to find it and reuse it in another template.
Once the condition is set, click on "Save this condition" ✅
Then, once the condition is created, decide to "Display if" or "Hide if" the selected text depending on whether the chosen condition is met or not.
👉 When the selected text is framed in green: you have chosen "Display if":
👉 When the text is framed in red: you have chosen "Hide if" :
You can at any time:
Edit the rule and decide to finally show/hide by clicking on the pen appearing when you click on the condition;
Delete the conditional display by clicking on the trash can on the right of the condition window.
📝 What happens when the contract is created?
Once the template is set up and the conditional display is inserted, the collaborators will be able to generate the correct contract as appropriate.
Thus, at the contract creation stage, if the chosen template contains conditionally displayed text, the text display criterion will need to be filled in by the member, as below:
So depending on what was selected when creating the project, this or that clause will be displayed or not in the contract.
In our example, if I select "Monthly" when creating my project, the contract will be generated accordingly, with the right clause:
There it is 👌 A simplified, easy-to-use template for everyone!