Contracting

Manage all your legal agreements and contracts in one place. Veriam allows you to easily upload your T&C's and Privacy Policies and enforce agreement of them as part of getting a subscription.

Adding a template to a subscription plan

Option 2: Create a template as part of setting up a plan

When creating or editing a subscription plan, you can add a placeholder legal document template to keep everything connected in one place.

  1. In the plan configuration screen, scroll to the Legal Document section.

  2. Click Add legal document.

  3. Enter the name of the new template you want to create.

  4. Complete the rest of the plan setup and click Save.

  5. After saving the plan, navigate to the Contracting section under Advanced > Subscriptions, find the newly created template, and upload the corresponding PDF legal agreement.

  6. Save and publish your changes.

When a new subscription is created for a customer — either manually or via the self-service pricing page — and the plan includes a legal document:

  • The customer will be shown a checkbox to agree to the legal terms.

  • A link to view the PDF version of the legal agreement will be provided.

  • The subscription cannot be activated until the customer has agreed to the legal document.

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