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UniMetric · Contracts and documents

Agency contracts, quotes and invoices from one template

Each applicant's contract is built from the agency's template with its own clauses; the quote, invoice and receipt come from that contract and the balance always equals the applicant's wallet.

The UniMetric contracts, quotes and invoices module is the financial cycle of every case: a contract template with the agency's clauses and placeholders filled from the case, digital signature or print with page numbers, a quote with service items, an official invoice, instalment payments, and a balance synced with the applicant wallet.

Interactive recreation

Service itemAmountStatus
Consultation and subject choice12,000,000Paid
Document preparation18,000,000Paid
Applications to 3 universities24,000,000Instalment 1 of 2
Visa follow-up15,000,000Outstanding

Filter to outstanding.

A small coded recreation, not a screenshot. The data is sample data and every button really works.

What is inside

On the phone

The applicant sees the quote on the phone as item cards and goes to the gateway from the bottom button; the consultant uploads the signed copy with the camera.

9:41
Service itemAmountStatus
Consultation and subject choice12,000,000Paid
Document preparation18,000,000Paid
Applications to 3 universities24,000,000Instalment 1 of 2
Visa follow-up15,000,000Outstanding

Filter to outstanding.

Topics on this page

Questions we hear a lot

Where do refund terms come from?

Only from the agency's own contract clauses. UniMetric has no default refund term and adds nothing to the contract.

What is the page-count check for?

Contract sheets carry «page N of M» and the signed copy must have the same M pages; the consultant confirms the signatures so no page goes missing.

Modules in the same group

Solutions that use this module

See this module in the product

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