The online signature tool is very convenient for both clients and operators, nevertheless, it may happen that you will sign the contract outside of ShareSpace’s system.
Below you’ll find instructions on how to close the deal on ShareSpace in such a scenario.
The first thing you need to do is to enter the DEALS tab and choose the transaction you wish to close and navigate to the ARCHIVE DEAL option on the right-hand side:
Choose the option YES, IT HAPPENED! confirming, that the transaction was successful.
In this next step, you have to update the conditions of your offer (based on which the commission invoice will be issued).
Updated sections are marked with a green tick, and those yet to be updated with a grey circle.
You can open details of each category of conditions by clicking the small arrow.
The first section is the “Rental Period”. In this section choose the starting date (when the Client would like to move in) and the end date of the lease. You can choose the length of the contract from the drop-down list or select a specific date on the calendar. If the offer is for an indefinite period, choose such an option from the drop-down menu.
The next section is “Offices”. Fill in here the capacity (for how many people is the office), quantity (how many units of this size is the clients leasing), and the unit price (how much is the office per specific unit – not in total). Add as many office types as you wish. If on top of a private office, the client is getting few desks, add them as an office with capacity 1.
The next section is “Extras”. You can edit freely the information in here – there is no drop-down list – just type in what you need, how many of it, and how much per unit (not in total) it costs.
In the section “Summary” you can double-check if everything is correct. You will see here the total price for offices per month, for extras per month and finally those two numbers added together.
If anything is incorrect you can go back to each section to correct the data you put in.
The very last section is “Offer attachments”. If you wish, you can upload your file with an offer here – simply click on the button and upload from your device a pdf file, presentation, or any document you want.
When you’re done, click MOVE THIS DEAL TO WON.
In the chat window, you will see a message confirming the closing of this deal, and the conversation will be now moved to your WON Inbox.
This chat window remains available to you and you can use it to communicate with the client before they move into the building. 🙂
Congratulations on your new client!
You’ll receive an invoice on your email address provided during registration plus you can always find it in your panel on ShareSpace.