Renewals, templates and signature

Renewals

• Single renewal: from the active contract, Rinnova il contratto creates the next contract as a draft with the same berth, boat and services, the new price list’s price and the berth held for the holder until the deadline.
• Renewal campaign (Rinnovi): 1) filter (group, contract type, expiry), 2) preview with old and new prices and exclusions (for example customers in arrears or with expired insurance), 3) message and deadline, 4) start. Each customer receives the proposal by email with a link to accept, sign and pay the deposit online. Progress is shown live.
• Tacit renewal, when the contract provides for it: on expiry Porto creates the new contract and notifies the customer.

Print templates

Modelli di stampa holds the document templates (contracts, quotes, addenda, handover reports, receipts…) per type and language, written in Markdown with merge fields (customer, boat, berth, period, price, instalments…). Porto renders the PDF itself. The default templates apply until you publish your own.

Signature

Firme lists signature requests with signers and their steps. The included methods are:

• on paper: print, have it signed, upload the scan (PDF, PNG or JPEG, encrypted) and confirm “signed on paper”;
• with OTP: the signer receives the link by email, confirms their identity and signs with a one-time code sent by email;
• on screen: the customer signs on a tablet or phone, for example at the desk or at a rental check-out.

For every signature Porto keeps the evidence (document fingerprint, declared identity, timestamps). Advanced or qualified e-signature from an external provider is an extension point: no provider is included (Extensions).

Communications

Comunicazioni emails customers chosen by group, pier, contract type, presence or map selection: recipients, content, attachments, preview and sending. It respects consents, includes one-click unsubscribe and keeps a log of what was sent.

Automatic deadlines

The deadline engine warns about contracts, policies, documents and concession obligations about to expire (Customers and vessels).