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Example Process for Agreements
This is an example of a process an end user might follow for managing agreements. Your company may follow a different process according to its business requirements. For information about administrative tasks such as creating agreement templates, see the chapter on proposals in Siebel Applications Administration Guide.
- Create an agreement. For information, see Creating an Agreement.
- Add line item details. For information, see Adding Line Item Details to an Agreement.
- Generate documentation with an agreement. For information, see Generating Documentation with an Agreement.
- Add an attachment to an agreement. For information, see Adding Attachments to Agreements.
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Siebel Professional Services Automation Guide Published: 18 April 2003 |