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

Generating an Agreement from 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.

NOTE:  A draft of documents can only be created if the Proposal Generator is correctly configured. For more information about the Proposal Generator, see Siebel Applications Administration Guide.

This task is a step in Roadmap for Finalizing a Quote and Managing Turnover.

To generate an agreement from a quote

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

   The following table describes the fields in the record.

   Field	Comments
   Name	The name of the agreement. The name is automatically populated with a system-generated value, and can be changed.
   Type	The type of agreement. The default value is Contract.
   Status	The status of the agreement. The default value is In Progress.
   Account	The account associated with the opportunity and quote.
   Last Name	The last name of the primary contact.
   First Name	The first name of the primary contact, which is automatically populated from the person selected in the Last Name field.
   Valid	This field indicates whether the agreement is valid and is automatically populated when all the required information about the agreement has been entered.

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.