Process: Approve contract

 

Flow

Legend

 

Objective

To approve a submitted contract to make it available to customers

 

Description

If all the terms and conditions and other contract details are acceptable, then a Sales Manager can approve a contract. The contract can now be made available to customers by deploying the contract. Once a contract is approved, the system will automatically attempt to deploy it. If this deployment fails, then manual intervention may be required as described in the deployment process.

 

Features

 

Customization

Contract approval may be turned on or off for contracts created for an organization.

 

Edition

Enterprise

 

Tasks

Task Description Role
Mark contract approved

Approve a submitted contract when all terms and conditions and other details of the contract are acceptable.

Sales Manager
Mark contract rejected

Reject the submitted contract because the terms and conditions of the contract are unacceptable, or some other aspect of the contract should be modified.

Sales Manager
Review submitted contract

Review all the terms and conditions and other contract details in a submitted contract.

Sales Manager

 

Business artifacts

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