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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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@ComfortableMotif

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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?

    <p>Customer price presentment and partner quote</p> Signup and view all the answers

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

    <p>'Approved' stage</p> Signup and view all the answers

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

    <p>Uploading the signed 21VCA</p> Signup and view all the answers

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

    <p>Publish the proposal</p> Signup and view all the answers

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

    <p>Review and Publish window</p> Signup and view all the answers

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

    <p>Select the eye icon</p> Signup and view all the answers

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

    <p>Electronic signature via Adobe Sign or Physical signature via Adobe Sign</p> Signup and view all the answers

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

    <p>Proposal review and publish page</p> Signup and view all the answers

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

    <p>&quot;Publish&quot; button click after adding signatories and reviewers</p> Signup and view all the answers

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