Siebel Professional Services Automation Guide > Agreements >

Scenario for Agreements

This scenario provides an example of a workflow performed by an engagement manager. Your company may follow a different workflow according to its business requirements.

The engagement manager at a large consulting company has set up the agreement generator to automatically pick out the appropriate resource and project information and populate it directly into the standard agreement template. When she creates an agreement, the application automatically populates the agreement line items with the resource requirements she identified in her Team Workbook. She now has the flexibility to edit the line item details as needed. She has set up the major parts of the agreement, and she now wants to generate the agreement. By selecting the Generate Draft button, she generates a draft version for her review. The document is customized with the customer's information. The engagement manager can edit it as needed and then submit it for review and approval as determined by a predefined workflow process.

Siebel Professional Services Automation Guide