Contract and e-signature
Process map by Brian. 12 steps, 1 layer. Tags: business, sales, legal.
- Sales rep: Deal approved
- Deal desk: Generate the contract from the template
- Deal desk: Is the contract standard?
- E-signature tool: Send for signature
- The customer: Receives the request
- The customer: Signed within 3 days?
- E-signature tool: Both parties signed: lock the document
- Deal desk: File it in the contract system and tell Finance
- Sales rep: Nudge the signer by call and email
- Legal: Review the non-standard terms
- Legal: Approved?
- Sales rep: Renegotiate the term with the customer