Electronic signatures are nothing new but we’ve been observing an increased adoption among coworking and flex spaces lately. And while the ability to manage contracts digitally in times of a global pandemic is probably the main reason for this, there are also plenty of other benefits of electronic signatures.
In this post, we’ll first briefly go through them. Then, we’ll show you how to enable electronic signatures in your coworking or flex space using the OfficeRnD and Dropbox Sign integration.
What are the benefits of electronic signatures for coworking spaces?
The main benefits of using electronic signatures in your space are increased contract speed, enhanced security, cost reduction, and last but not least, better customer experience.
Increased contract speed
Increased contract speed means that instead of running back and forth in your space, chasing members to give them a piece of paper, and then wait for them to find you and give it back to you, you simply send them all necessary documents via email. They can open, review, and sign them whenever they can, from wherever they are – at your space, at home, in the gym. Same for you! Digitalizing the contract process makes the process faster, more efficient, and more convenient for both parties.
Enhanced security
Paper documents are always prone to damage, loss, or third parties people accessing them. On the other hand, electronic signature solutions have strong encryption algorithms that keep all your documents secure. Also, they keep information on who, when, and where signed a contract, which makes it easy for you to keep track of any changes made to the document.
Cost reduction
Using electronic signature will reduce costs for paper, toners, packaging, shipping…and not last – space to store all those paper documents. Printing tens of pages, just to find out you’ve put the wrong number and now have to correct and print it again, is definitely not good for you (nor the environment 😉 ). Electronic signatures will save your staff plenty of time, which they can invest in doing more valuable work – like finding leads or selling desks.
Better customer experience
Your members will be delighted by the speed and efficiency of your contract process! Signing contracts electronically will save them plenty of time and effort. Turning mundane, boring administrative processes into convenient and easy clicks here and there will enhance the satisfaction your customers have with your space and service.
Now, let’s go to part 2, where we’ll show you how to enable electronic signatures in OfficeRnD thanks to our integration with Dropbox Sign.
How to enable electronic signatures in OfficeRnD
Step 1: Select your contract template
Imagine you have a client that is ready to move into an office. They have expressed interest over the phone and are ready to review the legal documentation and sign a contract agreement!
OfficeRnD has by default three types of contracts you can select between and we even let you create your own type! Navigate to Community / Contracts to create a new contract.
The Membership Agreement is more popular in the Coworking World and is a way to put a framework and structure around the relationship between you and your members.
On the other hand, the License Agreement is more structured around the exact office that is provided to the customer. Originating from the Serviced Office industry in the United Kingdom, the License Agreement has more strict rules about its structure and data that it holds.
The Lease Agreement, also known as a Tenancy or Rental agreement, is usually signed between a Tenant and a Landlord. Broadly put, a lease agreement is a contract between two parties, the lessor, and the lessee. It is important to note that the Lease agreement usually has more legal consequences.
All of the above templates can be customized and you can contact us at [email protected] to customize them according to your design.
Step 2: Build the contract
For this example, we are going to create a lease agreement for the office. Select the “Add Contract” Button and select your contract type.
The contract will ask for a couple of key pieces of information to fill including:
Contact Company and Member Name
Contract Start Date and End Date
Specific Private Office
Deposit and Pricing
Additional Plans
You should also select the “Contract Terms” that will be included as legal verbiage within the contract. These documents can be created and modified in the “Terms and Conditions” section.
Once the details have been selected click “Add” to create the contract.
Step 3: Generate Contract for E-Sign or PDF
After the contract has been created click on the Cogwheel next to it to pull up some quick actions. You can edit the existing contract, send for eSign, generate a PDF, cancel or delete the contract.
First, let’s click “generate a pdf” to get an overview of how the contract will look with the client’s information.
Once you are happy with the contract click on the “Send for eSign” to send a document to the customer for eSign.
OfficeRnD charges a set amount per digital document sent. This charge will be applied to your monthly invoice.
Step 4: Customer View
Your customer Sarah will get an email with your branding that lets her know a contract is ready for signing. She can click on the blue link in the email to sign the document via eSign.
The customer will be guided through a series of prompts and be asked to sign the document.
Step 5: Final Contract and Membership Review
After Sarah has signed the contract you will get notified and be asked to sign the document from your end as well.
Once the contract has been signed by both parties the client will get a notification letting them know and the ability to download a signed PDF version of the contract.
The operator will also get a notification that the contract stage has been changed. Then, the memberships will be applied to the account.
Congratulations! You have just sent a document view eSign for signature! If you have any questions about this process please feel free to reach out to [email protected] We are happy to help!
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Set up the system on your own, following our detailed video guide. We will send you a step-by-step daily email with video tutorials on how to configure OfficeRnD. Once you аre ready, we will put you in contact with an onboarding specialist for up to 2 hours of Q&A sessions, where you can ask questions and verify your setup.
Key Details
PriceFREE
SettingRemote
Duration2h
Overview
Take advantage of this 6-hour dedicated onboarding process during which our team helps you set OfficeRnD up following best practices. We will start with a short kick-off session to discuss your current processes, timelines, integrations and outline a step-by-step plan to ensure the smooth adoption of the system on your end. Our Onboarding Specialists will make the most effective use of your time together working to empower you to take full advantage of the system capabilities on your own.
What’s Included:
Together we will outline an onboarding plan with action items and milestones.
We will regularly review the progress of the setup and guide you to the next steps.
Together we will create strategies for addressing complex use cases.
We will guide you over email and screen-sharing calls.
We will extensively review the final setup of the system and be available to immediately jump on a call on the go-live date.
We will help you set up and run your first bill run. We will also help you automate all the others.
2 training modules.
Key Details
Price$299
SettingRemote
Duration6h
Overview
This onboarding package is best for multi-location teams with complicated workflows. We will start with a short kick-off session to discuss your current processes, timelines, integrations and outline a step-by-step plan to ensure the smooth adoption of the system on your end. Our Onboarding Specialists will make the most effective use of your time together working to empower you to take full advantage of the system capabilities and reporting tools on your own.
What’s Included:
Together we will outline an onboarding plan with action items and milestones.
We will regularly review the progress of the setup and guide you to the next steps.
Together we will create strategies for addressing complex use cases.
We will guide you over email and screen-sharing calls.
We will extensively review the final setup of the system and be available to immediately jump on a call on the go-live date.
We will help you set up and run your first bill run. We will also help you automate all the others.
4 training modules
Key Details
Price$599
SettingRemote
Duration12h
Overview
Get familiar with the essentials in the Basic Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Onboarding – Basic onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (24h) and Critical (4h)
Key Details
PriceFREE
Setting Remote
Overview
Get familiar with the essentials in the Standard Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Dedicated Q&A Support Sessions (1 hour / month) – Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month.
Onboarding – Basic Onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (16h) and Critical (4h)
Key details
Price$149
SettingRemote
Overview
Get familiar with the essentials in the Premium Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Dedicated Q&A Support Sessions (4 hours / month) – Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month.
Onboarding – Basic Onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (8h) and Critical (1h)
Key details
Price$299
SettingRemote
Overview
Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month with them.
What’s Included:
You get direct access to a lead support specialist.
We will prioritize your support requests.
Together we will discuss strategies for addressing custom use cases.
Together we will discuss your feature requests.
Together we will troubleshoot any issues.
We will show you the latest new features in the system.
Key Details
Price$150/month
SettingRemote
Duration4h/month
Overview
We will cover the basic CRM functionalities OfficeRnD supports. We will show you how to create, update and delete companies, members and opportunities. We will show you how to create custom properties to better describe them. We’ll demonstrate how to create memberships for members, change their status and invite them on the members portal.
Learn How To:
Add a company.
Add a company member.
Add an individual member.
Assign a membership to a member.
Invoice memberships in 3,6 or 12-month periods.
Add a one-off fee to a member’s profile.
Invite a member to the members portal.
Invite multiple members to the members portal.
Change the email of a member.
Pause a membership.
Mark companies and members as former and what that means for their access to the portal.
Manually add day passes.
Add custom properties to a company/member.
Extend the information captured for opportunities.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will cover all billing options available in OfficeRnD. We will show you how to create tax rates and revenue accounts, how will they be applied on invoices and what discounting options the system provides. We will demonstrate how to create invoices and manually run the bill run. We will also together review the billing settings in the system and automate the billing operations.
Learn How To:
Configure your tax rates and revenue accounts.
Add discounts and apply those to memberships.
Review the billing settings and automate billing operations.
Raise an invoice
Raise multiple invoices with a manual BillRun.
Understand invoice statuses.
Edit an invoice.
Charge invoices.
Record a refund on invoices.
Create an invoice for a period of longer than 1 month.
Review outstanding not-invoiced fees and memberships.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will show you how to create meeting rooms and configure their pricing options, booking and cancellation policies. We will cover how to create booking credits – hourly and value-based. We will demonstrate how to make a booking and how to review its corresponding fee.
Learn How To:
Understand resource rates and how to add one.
Add a meeting room and set its privacy.
Configure booking and cancellation policies.
Add a booking.
Update and cancel a booking.
Add extras as purchasable options available with a meeting room booking.
Manually add booking credits to members.
Invoice bookings.
Review bookings and take advantage of the Bookings Report.
Change the business hours of the space.
Change the visibility of the bookings on the members portal.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will go over what a contract is, what are its building blocks, and what types of contracts OfficeRnD provides. We will show you how to create contracts, how to sign and how-to terminate them. We will also discuss the lifecycle of each contract.
Learn How To:
Use contracts and what they are for.
Create a Membership Agreement, a License Agreement or a Lease Agreement.
Add a contract.
Generate a contract PDF document.
Sign a contract.
Differentiate memberships attached to a contract.
Different stages of a contract and how to terminate it.
Configure and implement a contract approval process.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will show you the default resource types available in OfficeRnD. We will cover how they can be edited and when should you create custom resource types. We will demonstrate how to assign memberships on the floorplan and how to accommodate floorplan changes.
Learn How To:
Understand the default resource types and how to track their occupancy and utilization.
Create private offices and desks.
Assign resources to members.
Assign memberships on the floorplan.
Relocate a membership.
Upgrade or downgrade a membership on the floorplan.
Change a meeting room to an office and vice versa.
Replace a dedicated desk with a hotdesk and vice versa.
Create custom resource types.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover how to collaborate with members via the members portal and the mobile app. We will show you how to create posts and events. We will demonstrate how to upload information about benefits and different how-to guides on the members portal. We will also go through integrations that power up collaboration with members.
Learn How To:
Take a short overview of the members portal and the different type of users and their permissions.
Add posts.
Add events.
Add benefits.
Add How-To Guides.
Find where members can add issues and where you can review them.
Set up integration with Slack and its benefits.
Connect OfficeRnD with Eventbrite using Zapier.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover the billing reports available in the system. We will show you how to use each one and dive deeper into the data it exposes.
Learn How To:
Find the billing charts available on the OfficeRnD Dashboard
Use the Revenue Dashboard
Use the Memberships Dashboard
Use the Projected Revenue Report
Use the Invoiced Revenue Report
Export invoices.
Customize the invoices export.
Use the Memberships Report.
Use the Members Report.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover the occupancy and utilization reports available in the system. We will show you how to use each one and dive deeper into the data it exposes.
Learn How To:
Use the Occupancy Dashboards.
Use the Occupancy Report for private offices and dedicated desks.
Use the Occupancy Interval report.
Use the Resource Utilization report.
Key Details
Price$100
SettingRemote
Duration30min
Overview
Set up the system on your own, following our detailed video guide. We will send you a step-by-step daily email with video tutorials on how to configure OfficeRnD. Once you аre ready, we will put you in contact with an onboarding specialist for up to 2 hours of Q&A sessions, where you can ask questions and verify your setup.
Key Details
PriceFREE
SettingRemote
Duration2h
Overview
Take advantage of this 6-hour dedicated onboarding process during which our team helps you set OfficeRnD up following best practices. We will start with a short kick-off session to discuss your current processes, timelines, integrations and outline a step-by-step plan to ensure the smooth adoption of the system on your end. Our Onboarding Specialists will make the most effective use of your time together working to empower you to take full advantage of the system capabilities on your own.
What’s Included:
Together we will outline an onboarding plan with action items and milestones.
We will regularly review the progress of the setup and guide you to the next steps.
Together we will create strategies for addressing complex use cases.
We will guide you over email and screen-sharing calls.
We will extensively review the final setup of the system and be available to immediately jump on a call on the go-live date.
We will help you set up and run your first bill run. We will also help you automate all the others.
2 training modules.
Key Details
Price$299
SettingRemote
Duration6h
Overview
This onboarding package is best for multi-location teams with complicated workflows. We will start with a short kick-off session to discuss your current processes, timelines, integrations and outline a step-by-step plan to ensure the smooth adoption of the system on your end. Our Onboarding Specialists will make the most effective use of your time together working to empower you to take full advantage of the system capabilities and reporting tools on your own.
What’s Included:
Together we will outline an onboarding plan with action items and milestones.
We will regularly review the progress of the setup and guide you to the next steps.
Together we will create strategies for addressing complex use cases.
We will guide you over email and screen-sharing calls.
We will extensively review the final setup of the system and be available to immediately jump on a call on the go-live date.
We will help you set up and run your first bill run. We will also help you automate all the others.
4 training modules
Key Details
Price$599
SettingRemote
Duration12h
Overview
Get familiar with the essentials in the Basic Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Onboarding – Basic onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (24h) and Critical (4h)
Key Details
PriceFREE
Setting Remote
Overview
Get familiar with the essentials in the Standard Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Dedicated Q&A Support Sessions (1 hour / month) – Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month.
Onboarding – Basic Onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (16h) and Critical (4h)
Key details
Price$149
SettingRemote
Overview
Get familiar with the essentials in the Premium Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Dedicated Q&A Support Sessions (4 hours / month) – Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month.
Onboarding – Basic Onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (8h) and Critical (1h)
Key details
Price$299
SettingRemote
Overview
Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month with them.
What’s Included:
You get direct access to a lead support specialist.
We will prioritize your support requests.
Together we will discuss strategies for addressing custom use cases.
Together we will discuss your feature requests.
Together we will troubleshoot any issues.
We will show you the latest new features in the system.
Key Details
Price$150/month
SettingRemote
Duration4h/month
Overview
We will cover the basic CRM functionalities OfficeRnD supports. We will show you how to create, update and delete companies, members and opportunities. We will show you how to create custom properties to better describe them. We’ll demonstrate how to create memberships for members, change their status and invite them on the members portal.
Learn How To:
Add a company.
Add a company member.
Add an individual member.
Assign a membership to a member.
Invoice memberships in 3,6 or 12-month periods.
Add a one-off fee to a member’s profile.
Invite a member to the members portal.
Invite multiple members to the members portal.
Change the email of a member.
Pause a membership.
Mark companies and members as former and what that means for their access to the portal.
Manually add day passes.
Add custom properties to a company/member.
Extend the information captured for opportunities.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will cover all billing options available in OfficeRnD. We will show you how to create tax rates and revenue accounts, how will they be applied on invoices and what discounting options the system provides. We will demonstrate how to create invoices and manually run the bill run. We will also together review the billing settings in the system and automate the billing operations.
Learn How To:
Configure your tax rates and revenue accounts.
Add discounts and apply those to memberships.
Review the billing settings and automate billing operations.
Raise an invoice
Raise multiple invoices with a manual BillRun.
Understand invoice statuses.
Edit an invoice.
Charge invoices.
Record a refund on invoices.
Create an invoice for a period of longer than 1 month.
Review outstanding not-invoiced fees and memberships.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will show you how to create meeting rooms and configure their pricing options, booking and cancellation policies. We will cover how to create booking credits – hourly and value-based. We will demonstrate how to make a booking and how to review its corresponding fee.
Learn How To:
Understand resource rates and how to add one.
Add a meeting room and set its privacy.
Configure booking and cancellation policies.
Add a booking.
Update and cancel a booking.
Add extras as purchasable options available with a meeting room booking.
Manually add booking credits to members.
Invoice bookings.
Review bookings and take advantage of the Bookings Report.
Change the business hours of the space.
Change the visibility of the bookings on the members portal.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will go over what a contract is, what are its building blocks, and what types of contracts OfficeRnD provides. We will show you how to create contracts, how to sign and how-to terminate them. We will also discuss the lifecycle of each contract.
Learn How To:
Use contracts and what they are for.
Create a Membership Agreement, a License Agreement or a Lease Agreement.
Add a contract.
Generate a contract PDF document.
Sign a contract.
Differentiate memberships attached to a contract.
Different stages of a contract and how to terminate it.
Configure and implement a contract approval process.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will show you the default resource types available in OfficeRnD. We will cover how they can be edited and when should you create custom resource types. We will demonstrate how to assign memberships on the floorplan and how to accommodate floorplan changes.
Learn How To:
Understand the default resource types and how to track their occupancy and utilization.
Create private offices and desks.
Assign resources to members.
Assign memberships on the floorplan.
Relocate a membership.
Upgrade or downgrade a membership on the floorplan.
Change a meeting room to an office and vice versa.
Replace a dedicated desk with a hotdesk and vice versa.
Create custom resource types.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover how to collaborate with members via the members portal and the mobile app. We will show you how to create posts and events. We will demonstrate how to upload information about benefits and different how-to guides on the members portal. We will also go through integrations that power up collaboration with members.
Learn How To:
Take a short overview of the members portal and the different type of users and their permissions.
Add posts.
Add events.
Add benefits.
Add How-To Guides.
Find where members can add issues and where you can review them.
Set up integration with Slack and its benefits.
Connect OfficeRnD with Eventbrite using Zapier.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover the billing reports available in the system. We will show you how to use each one and dive deeper into the data it exposes.
Learn How To:
Find the billing charts available on the OfficeRnD Dashboard
Use the Revenue Dashboard
Use the Memberships Dashboard
Use the Projected Revenue Report
Use the Invoiced Revenue Report
Export invoices.
Customize the invoices export.
Use the Memberships Report.
Use the Members Report.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover the occupancy and utilization reports available in the system. We will show you how to use each one and dive deeper into the data it exposes.
Learn How To:
Use the Occupancy Dashboards.
Use the Occupancy Report for private offices and dedicated desks.