Table of content

 

 

 

Step by step

 

On the quote page :

 

  • Click on Generate Contract

 

For recurrent business, it is possible to create a new contract directly from the account.

 

 

 

 

The contract record is displayed

Before submitting a contract for validation, The user has to fill some mandatory fields: start date, end date, contract terms, etc.

The contract is divided into 3 sections:

In the Main Information section we have the Description field.

This field is displayed on the related list contract on the account.

The contract also has some related list:

If the user set the visibility to “confidential”, he can extend the visibility of the contract by adding other users in the Contract Team

Once the user has filled all the necessary fields, he submits his contract for validation


 

Approval process has only be implemented for Aroma Performance for now.


The designated approver(s) will receive by email a notification with a link to the contract in SFDC. 

If the user has already submitted his contract but needs to modify an information, he can recall the approval request and explain the reason:

Approbation (for Aroma Performance only)

 

To approve, the approver needs to go in SFDC and click on “approve/reject”, and then approve

(or answer to the mail by "APPROVE" or "REJECT")

 

The approval process implemented for Aroma Performance follow those rules:

The contract is now approved:

The user can finalize the signature.  In Salesforce he can track who signed from customer and Solvay side, and when.

Finally, he schedules an automatic reminder before the expiration of the contract:


 

If needed, the user can attach a  PDF copy of the contract in Salesforce with the related list Notes & Attachments :

 

To complete the process, the user sends the contract to the legal department which will log all informations in Contract’Tech.

 

 

 

 

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