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Contract templates (Reseller only)

Contract templates let resellers define reusable billing configurations and apply them across end customers when creating contracts.

Required permissions​

  • Your DoiT account must have the Contract Templates Admin permission.

Access contract templates​

To view contract templates, sign in to the DoiT console and select Billing > Contract templates from the top navigation mega menu.

Contract templates list

  • Template name: The name assigned to the template.

  • ID: The unique template identifier.

  • Platform: The cloud platform associated with the template.

  • Last updated: The date the template was last modified.

  • Updated by: The email address of the user who last modified the template.

  • Status: The status of the template, Active or Archived.

Create a template​

To create a new contract template:

  1. On the Contract templates page, select Add new template.

  2. Choose the contract template structure and select Continue. Currently, only the Blank template structure is available.

  3. Configure the template:

    Add new contract template

    • Template settings:

      • Template name: Enter a descriptive name for the template.

      • Eligible from, Eligible to (optional): Define the eligibility window of the template.

        • A template can only be used to create contracts while the current date falls within the eligibility window. Templates outside their eligibility window appear disabled in the interface.

        • A template with no end date remains eligible indefinitely after its start date.

    • Billing rules: Exclude specific cost types from billing. See Billing rules.

    • Price books: Define custom pricing rules. See Price books.

    • Custom line items: Add manual billing adjustments. See Custom line items.

  4. Select Save template.

Use a template​

For an active template within its eligibility window, you can assign it to one or more customers at once. (You can also choose a template as the base when adding a new contract for a specific customer.)

Assigning a template creates a draft contract for each selected customer.

  1. On the Contract templates page, locate the template of interest.

  2. Select Use template on the template row, or select the kebab menu (⋮) and then select Use template.

  3. Review the template details (name, ID, platform, and eligible dates).

  4. Search for or browse the list of customers. Select the checkbox of each customer you want to assign the template to. You can select up to 250 customers.

    Use contract template

  5. Select Assign template to n customers.

You can review the resulting draft contracts and activate them from each customer's Contracts tab. See Manage contracts for details.

Edit, duplicate, and archive a template​

Management options for individual templates are accessible from the kebab menu (⋮) at the rightmost end of each template row.

Contract template management options

  • Use template: To assign the template to customers. You can select the Use template button for the same purpose.

  • Edit template: To update the template settings or billing components. Updating a template does not affect existing contracts created from it.

  • Duplicate and reuse template: To create a copy of the template.

  • Archive template: To archive an Active template. Archived templates are preserved in the list for reference but cannot be used to create new contracts or assigned to customers.

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