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How-to Guide for Finalizing Proposals and Agreement Preparation

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How-to Guide for Finalizing Proposals and Agreement Preparation

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Questions and Answers

What is the only acceptance mode for Indirect China?

Biometric authentication

Verbal agreement

Offline physical signature (correct)

Online e-signature

When can changes be made to the line items on proposals in the Indirect China flow?

After receiving the signed documents back

No changes can be made (correct)

At any time during the process

Before sending the agreement to 21V

What happens after you upload the signed 21VCA in the Indirect China flow?

The proposal state changes to 'Finalized'

You click 'Withdraw'

You download the package again

You click 'Next' (correct)

What documents are included in the package that is downloaded in the Indirect China flow?

Customer price presentment and partner quote Signup and view all the answers

At what stage does the 'Review' button become enabled in the Indirect China flow?

'Approved' stage Signup and view all the answers

What action enables the 'Transact' button in the Indirect China flow?

Uploading the signed 21VCA Signup and view all the answers

What action should be taken after obtaining all necessary approvals for a proposal?

Publish the proposal Signup and view all the answers

Where can you select the acceptance mode for an agreement in the Quote Center?

Review and Publish window Signup and view all the answers

How can you review the agreement directly from the Review and Publish window?

Select the eye icon Signup and view all the answers

What are the two signatory methods available in the Indirect CSP flow?

Electronic signature via Adobe Sign or Physical signature via Adobe Sign Signup and view all the answers

Where do you add signatories and reviewers in the Indirect CSP flow?

Proposal review and publish page Signup and view all the answers

What is the final step to create an agreement in the Indirect CSP flow?

"Publish" button click after adding signatories and reviewers Signup and view all the answers