Generating Contracts / Verbal Scripts

Learn how to generate contracts and verbal scripts

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. Once the Customer has decided which quote they would like to go ahead with, you can use Populate Details to collect all of the information required for a contract to be generated.
2. For the relevant quote in question, click Go > Populate Details.
3. The system will take you through a number of pages that require populating. Any items marked with a red asterisk are mandatory fields. Each Supplier has different rules for populating details based on their validation rules.
4. When you get to the final confirmation page, you are presented with the option to generate a contract or verbal script.
5. If Generate Contract is selected, the system will store a formatted contract for you to issue to the customer. You can click the Signable button to issue the contract electronically.
6. Once the information has been populated and a contract has been generated, you can navigate away from the page. If you click Go > Populate Details again, the system will automatically navigate you to the confirmation page.