Each question in this quiz is timed.
A contract can be sent from a comparison quote.
Which of the items below trigger a need for an approval? (Select all that apply)
Custom pricing
Anything written in the comments section
Tier adjustments
Seasonal Billing
CUR rates
When is an approval required for new business?
When going up 1 tier in pricing
When going up 2 tiers in pricing
When going up any tiers in pricing
In order to make changes to the agreement and change the signatory, it is required to log into DocuSign on a separate tab to resend.
What is the next step once the customer signs the contract for NEW BUSINESS?
The sales rep will receive an email notification stating the account can be changed to END CUSTOMER.
The sales rep will receive an email notification stating the account has now been changed to END CUSTOMER.
The customer will receive and email notification stating they are now a new customer.
Anytime a sales rep is not in the primary quote or if in comparison mode, the "GEN QUOTE" “GEN CONTRACT” "CLONE QUOTE"( "GEN QUOTE", “GEN CONTRACT”, "CLONE QUOTE" ) option will not be available.