The Agreements: Create install records and send to customer setting allows an admin to configure when an install is created in the install tracker. To access this setting, click Your Roles > EPC > Settings
Find the setting: "Agreements: Create install record and send to customer." This configuration determines how the approval process will occur. Whatever is selected is the trigger for creating an install record in the install tracker.
Once the configuration is met, the install will be created and the customer will receive an emailed copy of their signed agreement.
There are 3 ways this process can be done:
1. Signed by customer: Once the install contract has been signed by all parties, the install will be created and moved to the install tracker.
2. Approved by Admin: The install contract will not move to the install tracker until the company admin approves it.
3. Processed by Admin: The install contract will not move to the install tracker until the ops team or company admin processes it.
Note: Company admins do not need the deal approval role to approve contracts. This role is reserved for non- admins. If a company admin is unable to review, approve or deny contracts, ensure the user does not also have the deal approval role, as this can cause issues.
Where do you go to approve a contract?
It the setting is set to require admin approval, click Your Roles > EPC > Installation Contracts
The installation contracts table shows contracts ready to be signed, approved, and processed. Click onto a signed agreement and click approve to approve the contract.