Table of content
Step by step
On the quote page : | ||||||||||||||||
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The contract record is displayed | ||||||||||||||||
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Before submitting a contract for validation, The user has to fill some mandatory fields: start date, end date, contract terms, etc. |
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The contract is divided into 3 sections: |
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The contract also has some related list: |
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Once the user has filled all the necessary fields, he submits his contract for validation
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The designated approver(s) will receive by email a notification with a link to the contract in SFDC. |
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If the user has already submitted his contract but needs to modify an information, he can recall the approval request and explain the reason: |
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Approbation (for Aroma Performance only) | |||||||||||||||
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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: |
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The contract is now approved: | |||||||||||||||
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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:
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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. | | ||||||||||||||
