5575880
Description
Question 1
Question
A contract can be sent from a comparison quote.
Answer
- True
- False
Question 2
Question
Which of the items below trigger a need for an approval? (Select all that apply)
Answer
-
Custom pricing
-
Anything written in the comments section
-
Tier adjustments
-
Seasonal Billing
-
CUR rates
Question 3
Question
When is an approval required for new business?
Answer
-
When going up 1 tier in pricing
-
When going up 2 tiers in pricing
-
When going up any tiers in pricing
Question 4
Question
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.
Answer
- True
- False
Question 5
Question
What is the next step once the customer signs the contract for NEW BUSINESS?
Answer
-
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.
Question 6
Question
Anytime a sales rep is not in the primary quote or if in comparison mode, the [blank_start]“GEN CONTRACT”[blank_end] option will not be available.
Answer
-
"GEN QUOTE"
-
“GEN CONTRACT”
-
"CLONE QUOTE"
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