Siebel Professional Services Automation Guide > Agreements >

Example Process for Agreements

This is an example of a process an end user might follow for managing agreements. Your company may follow a different process according to its business requirements. For information about administrative tasks such as creating agreement templates, see the chapter on proposals in Siebel Applications Administration Guide.

  1. Create an agreement. For information, see Creating an Agreement.
  2. Add line item details. For information, see Adding Line Item Details to an Agreement.
  3. Generate documentation with an agreement. For information, see Generating Documentation with an Agreement.
  4. Add an attachment to an agreement. For information, see Adding Attachments to Agreements.

 Siebel Professional Services Automation Guide 
 Published: 18 April 2003