How is Agreement generated?
The generation of an agreement in your virtual office platform typically follows a structured process. Here's an overview of how an agreement is generated:
Templates: At the time of onboarding we ask for templates for each virtual office plan, these templates are configured so that clients information can be rendered at the time of signature.
Client Selection and Plan: Once a client selects a specific virtual office plan through your platform, the system gathers essential information about the chosen plan. This information includes the terms and conditions, pricing, and any specific provisions or services associated with the plan.
Client Information Inclusion: The system then populates the agreement template with the client's information. This may include the client's name, contact details, subscription duration, and any other personal information relevant to the agreement.
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