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Contracts
This section will cover converting a quote to a contract, importing an existing contract, amending, renewing, and customer access to a contract on the Customer Portal.
Converting Quotes to Contracts
Before you can convert a quote to a contract the quote will need to be approved. There are two ways...
Import a Contract Into the System
Creating a Contract Before you create a contract you will need to make sure you have created a Company, added...
Converting Contracts From Draft to Active Status
To edit the status of an existing contract: From the main menu navigate to Sales > Contracts. Select an existing...
Contract – History Tab
The history tab keeps track of everything that’s happened with the contract over time, providing a readily accessible reference to...
Contract – Request Tab
The Request tab will show a record of all requests from a client and give you the ability to respond...
Renew a Contract
To renew a contract you will want to go to: In the top navigation choose Sales > Contracts. Then choose...
Amend a Contract
A contract can be amended to add new assets. Make an Amendment To amend a contract: Choose the contract you...
Customer Access to a Contract
A customer who is set up as a user for that company can see contracts for their company on the...