Siebel Professional Services Automation Guide > Agreements > End-User Procedures for Agreements >

Generating Documentation with an Agreement

After the details of the agreement have been established, end users can then create a draft of the documentation to be reviewed. When the agreement has been approved, it can be sent to the customer for official signoff.

NOTE:  End users can also generate a statement of work using this procedure.

To generate documentation with an agreement

  1. Navigate to the Projects screen.
  2. From the visibility filter, select the appropriate view.
  3. Drill down on the Name field hyperlink for a selected project record from which the agreement was generated.
  4. Click the Agreements view tab.
  5. In the Agreements list, drill down on the Name field hyperlink of the appropriate agreement document.
  6. In the Line Items list, add any line items as needed.
  7. Click the Documents view tab.
  8. In the Documents list, add a new record.
  9. In the new record, type in a name for the document.
  10. From the Template drop-down list, select the template you want to use for this agreement.
  11. In the Documents list, click Auto Document.

    This automatically imports the data required for the document template.

  12. In the Documents list, click Generate Draft.

    A draft agreement is generated in Microsoft Word or Lotus WordPro.

    NOTE:  You can also create agreements from the Agreements screen.

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