Approve Quotes and Generate Contracts

When a media plan quote is submitted in Advertising Sales Management, it must be approved before you can submit the order.

1. Go to the quote that you want to generate a contract for.
2. On the Related tab, in the Approval History section, click Approve.
   If you don't see the Approval History section, edit the page and add the Approval History component to the Related tab.
3. Enter any comments, and then click Approve.
   The quote is moved to the Approved state. You might need to refresh your page to view the changed state.
4. Click Create Insertion Document.
   The Contract object is created and includes the contract line items. The quote moves to the Negotiating state, and you can select the contract template.
5. On the Contract page under Contract Documents, click Generate.
6. On the Contract Document Creation page, select a template from the dropdown menu.
7. After the template loads, click Check In to check in the document and return to the Contract page.
   The document is now ready to be sent to the customer to be digitally signed.
8. From the Details section on the Contract page, expand the menu and then click Send for Esignature.
9. Click Add Recipients, enter the name, email address, type, and signer role of the party who must sign the contract, and then click Send.
   The document is emailed for signature.

After the customer digitally signs the document, the quote moves to the Signed state, and the Create Insertion Order quick action becomes available on the quote page. Sometimes it takes a few minutes for the state to update.

Note To amend the contract, you must create a new version of the contract document and make the necessary changes.