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Converting a Quote to an Agreement

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Rather than converting a quote to an order, you can convert a quote to an agreement. There are a number of reasons that you would create an agreement from a quote:

To create recurring service contracts that identify terms and conditions, including service level agreements and payment terms.
To create of pricing contracts that identify sets of products and services and associated pricing for future purchases.

For more information about agreements, see Siebel Field Service Guide.

To convert a quote to an agreement

Navigate to the Quotes screen.
In the Quotes list, locate the quote you want to work with and drill down on the Name hyperlink.
Review the line items and related details and make sure they contain the correct information.
Click the Agreements view tab.
Click AutoContract.

An agreement is created from the quote, and appears in the Agreements list.

To work with the agreement, drill down on the agreement number.

The Agreements Screen, Line Items view appears.

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