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
- Navigate to the Quotes screen > List view.
- In the Quotes list, query for the quote.
- In the Quote record, click the link in the Name field.
- From the Quote Functions list, click the Agreements view tab.
- In the Agreements list, click AutoContract.
The following table describes the fields in the record.
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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. |
- In the Agreements list, click the link in the contract Name field to navigate to the Agreements Documents view.
- From the Agreement form, click the Documents view tab.
- In the Documents list, click AutoDocument.
- Click Generate Draft to generate a draft of the document.
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