Table of content

 

 

 

Step by step

 

The contract will soon expire, the users renegotiates the contract

 

  • 90 days before the contract end date, Fernando sees a task on his Home Page:

The reminder schedule is defined on the quote display, field Reminder.

 

The user clones the contract and starts the negotiation  with his customer.

To do so, the user clicks on Clone

 

All the fields are pre-populated and contract line items are replicated when the user saves. The Status will be automatically set to Draft.

The user loads the price list in attachment of the contract.

Once he has saved, the userloads the price list. 

 

 

 

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