An accepted quote becomes a draft contract
What moves
When a customer accepts a quote in Sales, Contracts drafts a contract with the customer, a title, the value and the currency filled in, once per quote. Off until the administrator turns it on.
Before you start
- Contracts and Sales in your plan
- The Quote to contract switch turned on in Settings → Features
Step by step
- SalespersonCRM & Sales Pipeline
Marks the customer's quote as accepted.
You see:The quote shows as accepted.
- SystemContracts & E-Signature
Drafts a contract of the kind you chose for quotes, with the quote's customer, value and currency, owned by whoever accepted it.
You see:A draft titled with the quote's number appears in the register, once even if the news arrives twice.
- Legal managerContracts & E-Signature
Writes the contract text and sends it through approval and signature.
You see:The contract goes down the usual road.
Related
- Contracts & E-Signature
- CRM & Sales Pipeline
- Awards and framework agreements are signed through Contracts
- Contract files and signed copies are kept in Documents
- Customers sign Sales quotes through Contracts
- A contract is approved by the right people before it is sent
- A signer declines and the contract is sent again
- Connections between modules