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Contract management

Create, edit, archive and import contracts. Details of all supported formulas.

Creating a contract

From Dashboard → + New contract.

Required fields

  • Name — free-form identifier (max. 200 characters)
  • Formula — indexation type (see below)
  • Reference index — INSEE series code (e.g. BT01, SYNTEC, ILC)
  • Initial price P₀ — pre-tax amount at the signing date
  • Index value I₀ — index value at the reference month

Optional fields

  • Reference period (YYYY-MM) — if absent, the calculation uses I₀ as-is
  • Client name — internal memo
  • Frequency — 3, 6, 12 or 24 months (default: 12 months)
  • α / β — custom coefficients (CCAG and Free formula only)

Indexation formulas

CCAG Works (BT/TP)

Standard formula for public works contracts (French public procurement code).

P = P₀ × (α + β × I / I₀)

Default: α = 0.15 · β = 0.85. These coefficients are stated in the contract's revision clause.

Compatible indices: all BT series (BT01–BT50) and TP.

Syntec / ICS

Formula for IT service contracts (Syntec / OPIIEC collective agreement).

H = H₀ × (0.2 + 0.8 × S / S₀)
  • Fixed part: 20%
  • Variable part: 80% (SYNTEC or ICS index)

Compatible indices: SYNTEC, ICS.

ILC — Commercial lease

Commercial Rent Index. Simple formula:

L = L₀ × (I / I₀)

⚠️ Legal note: French law caps ILC variation at the previous year's variation. IndexFacile displays a warning when this cap is reached. Verify the amount with your notary or legal advisor before notifying your tenant.

ILAT — Tertiary activity lease

Same formula as ILC, applicable to tertiary activity leases.

IRL — Residential lease

Reference Rent Index, published quarterly by INSEE.

L = L₀ × (I / I₀)

Free formula

For any other contract. You freely define the coefficients and can reference up to 2 indices.

P = P₀ × (α + β × I₁/I₁₀ + γ × I₂/I₂₀)

Constraint: α + β (+ γ) = 1.


Revision frequency

The frequency determines how often the cron job calculates revisions for this contract.

ValueUse
3 monthsQuarterly revision contracts
6 monthsSemi-annual revision
12 months (default)Annual revision (most common)
24 monthsBiennial revision

The dashboard displays a Revision due badge when a revision is overdue relative to the defined frequency.


Archiving a contract

An archived contract is no longer counted towards your active contract quota and no longer triggers automatic calculations. The revision history is preserved.

From the contract page: Archive button. To reactivate: Unarchive.


CSV import (Cabinet)

The Cabinet plan allows bulk contract import via CSV.

File format

name,formulaType,indexCode,p0,i0,referencePeriod,clientName,periodicityMonths
Building A works,CCAG_TRAVAUX,BT01,100000,1198.5,2024-01,Client A,12
Commercial lease,ILC,ILC,3500,131.21,2024-01,Client B,12

Required columns: name, formulaType, indexCode, p0, i0

Optional columns: referencePeriod, clientName, periodicityMonths, alpha, beta

formulaType values: CCAG_TRAVAUX, SYNTEC, ILC, ILAT, IRL, FREE

Download the example

From Dashboard → Import CSV → "Download example file" link.


CSV export

From the dashboard (PRO and Cabinet plans): Export CSV button. Exports all your active contracts with their revision history.

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