Umbrella Agreement Management
Your organization may use umbrella agreement functionality to manage many situations, including (but not limited to) the following:
• Creating a "negotiated contract" with a large customer with many sites.
• Creating a "negotiated contract" with all customers in a common geographic area, for example a specific city or an apartment complex
• Grouping and managing the proposal service agreements created during the quoting process
• Managing the renewal process for special contracts
• Applying override rate terms to one or more service agreements for a given effective period
• more...
Note:
Separate module. The umbrella agreement functionality is part of the Contract Management module. If this module is not applicable to your business you may turn it off. Refer to
Turn Off A Function Module for more information.
Parent topic