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Step 1: Build Your Proposal
Ensure your proposal is fully built:
Include all equipment
Contracts
Credit approvals
Any other required deal components
Step 2: Engage the OSS Team
Navigate to the Order Processing Notes section of your proposal.
Type “OSS Engagement” and specify how you want the team to assist:
Example: “Please send docs directly to customer. Email address: renee.mcneese@xerox.com”
Click “Submit for Review”.
⚠️ The OSS team will only be engaged after the proposal is submitted for review.
Step 3: OSS Team Document Options
You can request the OSS team to:
Build and return documents to you for sending.
Send documents directly to the customer on your behalf.
Be clear in your instructions within the Order Processing Notes.
Step 4: Self-Generate Documents (Optional)
If you prefer to generate documents yourself:
Click “Generate Docs” at the top of your proposal.
A pop-out will appear with document options:
Sales Order
CPR Agreement
Sales Order only (for cash deals)
Step 5: Choose the Right Template
Click “Change Template” if needed.
Example: If the customer has a Master Lease Agreement, select the correct supplement.
⚠️ Ensure you know the existing agreement details.
If unsure, engage the OSS team for guidance.
Step 6: Send Documents
You have two options:
✅ Option A: Send with DocuSign
Click “Send with DocuSign”
Fill in:
Customer name
CC recipients (if needed)
Click “Confirm and Preview Document”
Review the document
Click “Proceed” to send via DocuSign
🖨️ Option B: Download for Wet Signature
Click “Download”
A PDF will be generated
Print and bring to the customer for physical signing
💡 Tips for Success
Always double-check your documents before sending.
Use OSS for complex agreements or when unsure.
Be clear and specific in your Order Processing Notes.