Contract Terms administration

Maintain the language
behind every agreement.

Give your business a reusable foundation for service and commercial terms. OrdexisOne connects clause libraries, template versions, terms assigned to services and signing settings to the agreements your customers review.

Payment, scheduling, access and cancellation language can apply differently across the services you sell. Maintain the appropriate terms and their effective periods in the system instead of rewriting an unrelated document for every customer.

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Different service offers use their own maintained terms while reusing a relevant access clauseIllustrative Maple Services catalog configuration effective 1 October 2026. One-time commercial floor care costs 210 Canadian dollars for one visit, is paid at checkout and uses Contract Terms template T-720 version 2. A three-month care plan contains weekly floor-care visits at 210 Canadian dollars per visit with monthly billing and uses template T-721 version 1. Both are explicitly assigned reusable access clause AC-18 version 2 for access after 18:00. These are configured offers and maintained terms, not a claim that a customer has signed either agreement.MAPLE SERVICES / CONFIGURED OFFERSMaintained terms · effective 1 Oct 2026One-time floor careT-720 · v2$210CAD · one visitPayment at checkout3-month care planT-721 · v1$210CAD per visitWeekly floor care · monthly billingSHARED ACCESS CLAUSEAccess after 18:00AC-18 v2 · assigned to both offersOffer-specific terms and a reusable clauseCustomer signing is a separate eventTerms that fit each offer.Maple Services · effective 1 Oct 2026One-time floor careT-720 v2 · CAD210 · payment at checkout3-month care planT-721 v1 · CAD210 per weekly visitMonthly billingAccess after 18:00Shared AC-18 v2 · assigned to bothMaintained terms · customer signing is separate Different service offers use their own maintained terms while reusing a relevant access clauseIllustrative Maple Services catalog configuration effective 1 October 2026. One-time commercial floor care costs 210 Canadian dollars for one visit, is paid at checkout and uses Contract Terms template T-720 version 2. A three-month care plan contains weekly floor-care visits at 210 Canadian dollars per visit with monthly billing and uses template T-721 version 1. Both are explicitly assigned reusable access clause AC-18 version 2 for access after 18:00. These are configured offers and maintained terms, not a claim that a customer has signed either agreement.Terms that fit each offer.Maple ServicesEffective 1 October 2026One-time floor careT-720 · version 2$210 CAD · one visitPayment at checkout3-month care planT-721 · version 1$210 CAD per visitWeekly floor care · monthly billingAccess after 18:00Shared AC-18 · version 2Assigned to both offersMaintained terms; customersigning is a separate event.
A reusable term library

Apply the right language to the right offer.

Create reusable clauses and organize them by their purpose in the agreement. Apply terms across the business or to a particular category, service or package so the language has a defined place in the catalog.

Assignments connect the maintained terms to the work your business sells. A recurring care offer, a one-time service and a project package can use the appropriate terms without turning the feature into a trade-specific document set.

Explore the commercial catalog 

Organize by the clause's purpose.

Supported categories include general, service, payment, cancellation, liability, warranty, access, scheduling, communication, dispute, confidentiality and custom terms.

Version and date the language
Maintain versions, effective dates and expiry dates so the business can manage which wording applies during a particular period.
Control active use
Activate or deactivate terms and assign them to relevant catalog items. The library provides a maintained source for the language used by the business.
Reusable clauses have explicit assignments to the offers they governIllustrative maintained clause assignments for the one-time commercial floor-care service and the three-month care plan. Access clause AC-18 version 2, category-scoped to commercial care, is explicitly assigned to both offers and summarizes access after 18:00. Payment clause PY-01 version 1 is scoped and assigned to the one-time service for payment at checkout. Payment clause PY-02 version 1 is scoped and assigned to the care plan package for monthly billing. Dashes identify unassigned clauses, not missing customer answers. AC-18 version 2 is active with an effective date of 1 October 2026. Assignments describe business configuration, not automatic legal suitability or customer agreement acceptance.Active clauses, assigned by offer.Commercial care · illustrative term libraryOne-timeservice3-monthcare planAccess after 18:00AC-18 v2 · category scopeAssignedAssignedPayment at checkoutPY-01 v1 · service scopeAssigned—Monthly billingPY-02 v1 · package scope—AssignedAC-18 v2 · active from 1 Oct 2026— Not assigned Reusable clauses have explicit assignments to the offers they governIllustrative maintained clause assignments for the one-time commercial floor-care service and the three-month care plan. Access clause AC-18 version 2, category-scoped to commercial care, is explicitly assigned to both offers and summarizes access after 18:00. Payment clause PY-01 version 1 is scoped and assigned to the one-time service for payment at checkout. Payment clause PY-02 version 1 is scoped and assigned to the care plan package for monthly billing. Dashes identify unassigned clauses, not missing customer answers. AC-18 version 2 is active with an effective date of 1 October 2026. Assignments describe business configuration, not automatic legal suitability or customer agreement acceptance.Clause assignmentsCommercial careAccess after 18:00AC-18 v2 · category scopeOne-time serviceAssigned3-month planAssignedPayment at checkoutPY-01 v1 · service scopeOne-time serviceAssigned3-month planNot assignedMonthly billingPY-02 v1 · package scopeOne-time serviceNot assigned3-month planAssignedAC-18 v2 · activeFrom 1 October 2026Assignments describe businesssetup, not customer acceptance.

Build templates that are practical to maintain.

Contract-term templates organize the agreement into sections and content blocks. The business can maintain reusable structure alongside the language rather than treating every agreement as a one-off attachment.

Create and manage the template.

Create a contract-term template, organize its sections and add the content it needs. Duplicate a template when a new agreement should start from an existing foundation and set the default used when those agreements are created.

Maintain versions and activate, retire or delete templates where allowed as the library changes.

Use content blocks with a purpose.

Headings, paragraphs, lists and tables organize the agreement's information. Signature and date blocks support the signing content, while service terms connect the relevant commercial language.

Dividers, spacers and page breaks provide document structure. Page layout and styling control how the agreement looks.

Control the signing requirements

Define what the customer must review and complete.

Contract settings govern how the agreement is presented and signed. Configure the required review behavior and supported signature methods for the business's agreement process.

Adding previously excluded work requires a new signature when the business has configured that ruleIllustrative agreement A-720 for Priya Shah, 18 Market Street. The original signed scope on 2 October 2026 contains 2,700 square feet of floor care, excluding a 300-square-foot office, at 210 Canadian dollars. On 3 October the proposed scope adds that office for a total of 3,000 square feet and a price of 225 Canadian dollars, using the same configured 75-dollar base plus 5 cents per square foot. This business has configured a price-change rule requiring re-signing. The changed agreement requires review and a new signature; the earlier signing event does not fulfill it. The example does not establish a new payment, a scheduled appointment or completed added work.A-720 / PRIYA SHAH / 18 MARKET STREETAdding the office changes the agreement.SIGNED · 2 OCT 2026UPDATED · 3 OCT 2026Office excluded2,700sq ft selected+300 sq ft3,000sq ft selected$210CAD$75 base+ $135 area$225CAD$75 base+ $150 areaOriginal signature recordedNew signature requiredCONFIGURED RULEPrice changes require re-signingReview and sign the updated scope Adding previously excluded work requires a new signature when the business has configured that ruleIllustrative agreement A-720 for Priya Shah, 18 Market Street. The original signed scope on 2 October 2026 contains 2,700 square feet of floor care, excluding a 300-square-foot office, at 210 Canadian dollars. On 3 October the proposed scope adds that office for a total of 3,000 square feet and a price of 225 Canadian dollars, using the same configured 75-dollar base plus 5 cents per square foot. This business has configured a price-change rule requiring re-signing. The changed agreement requires review and a new signature; the earlier signing event does not fulfill it. The example does not establish a new payment, a scheduled appointment or completed added work.A-720 · Priya Shah18 Market StreetOriginal · signed 2 Oct 20262,700sq ft selectedOfficeexcluded$210CADSignature recorded at 10:14Updated · 3 Oct 20263,000sq ft selected+300sq ft office$225CADNew signature required$75 base + $0.05 per sq ftSame configured pricing ruleConfigured price-change rule:Re-signing requiredThe earlier signature does notcomplete the changed agreement.
Required review
The flow can require the signer to reach the end of the terms before continuing. The supported multi-page agreement experience also brings page review into the signing process.
Signature methods
Configure allowed typed or drawn signing methods. Supported agreement flows collect the required name and declaration alongside the signature.
Changes that require signing again
Define when price or text changes require re-signing. Those settings make the signing requirement part of the configured commercial process.
Communication and document settings
Set up backup email options and the agreement's page layout and visual style alongside the signing requirements.

Keep terms connected to the offer and transaction.

Contract products define included services, duration, billing schedule and relevant renewal or cancellation behavior. Their terms and signing workflows give those commercial rules a place in the customer agreement.

Visual Contract Builder, included with Professional and Business, can present company, customer, order, price and contract details in a branded multi-page document. For supported purchases, checkout brings the required single contract together with account details and your payment setup.

Explore ongoing service agreements Explore connected checkout 

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