Siebel Hospitality Guide > Finalizing a Quote, Turnover, and Confirming Event Details >

Generating an Agreement for the Quote

After a customer agrees on a quote, the sales representative generates a formal agreement that must be signed and returned by the customer. If the customer makes changes to the agreement, the sales representative must generate a new agreement that incorporates the changes and return it to the customer for signature.

This task is a step in Process of Finalizing a Quote and Managing Turnover.

To generate an agreement from a quote

1. Navigate to the Quotes screen > List view.
2. In the Quotes list, query for the quote.
3. In the Quote record, click the link in the Name field.
4. From the Quote Functions list, click the Agreements view tab.
5. In the Agreements list, click AutoContract.

   The following table describes the fields in the record.

   Field	Comments
   Agreement #	Automatically generated by the system.
   Name	Automatically populated with a system-generated value; can be changed.
   Type	Automatically set to Contract.
   Status	Automatically set to In Progress as a default.
   Account	The account associated with the opportunity and quote.
   Last Name	The last name of the primary contact.
   First Name	Automatically populated, based on the last name.
   Valid	Automatically populated. Indicates the agreement is valid.

6. In the Agreements list, click the link in the contract Name field to navigate to the Agreements Documents view.
7. From the Agreement form, click the Documents view tab.
8. In the Documents list, click AutoDocument.
9. Click Generate Draft to generate a draft of the document.