How to Submit a Request for a Contract

NOTE: Requests are a feature available in accounts which have paid for them.

A Request is a user's wish to add a record. This is usually a request for a new Contract, but can also be an amendment or addendum to an existing Contract record or even a new Contact or Organization record.

On the homepage, click the New Request Action Tile or REQUESTS on the navigation menu, select , then click .

Select Contract from the Object Type dropdown.

Select New, Amendment, Addendum or Renewal in the New or Existing dropdown. If new, skip the next step.

If the request is for an amendment, addendum or renewal to an existing contract, select the contract by checking the check box from the list of Contract records displayed.

Select a request form from the drop-down labeled Request Types. Typically, these include: Submit Executed Contract, Submit 3rd Party Contract, or Request Contract.

Fill out the form. Required field are indicated by *.

Optional: Add contacts to the request. For more information, click the Adding Contacts link.

Optional: Add documents to the request. There are two ways to do this: (1) Upload an existing document. For more information, click the How to Add a Document link. (2) Generate a new document. For more information, click the How to Generate a Document from a Template link.

Optional: Add tasks to the request. For more information, click the How to Add a Task link.

To submit the request now, click .

NOTE: The Submit button may have a different label, depending on how the form was set up.

To save what you’ve done so far and submit the request later, click. All required fields must be complete before you can save.

What happens next:

The system assigns a Request ID and adds the record to the Requests grid. For more information, click the How to View Requests link.

When submitted, the Request Status changes from “Pending” to “Submitted”. Saved requests remain “Pending” until submitted.

Users reviewing a submitted request may either:

(1) Click to accept it and convert it to a contract. Request Status changes to “Converted”. For more information, click the How to Convert a Request to a Record link.

(2) Click to reject it and send it back to the submitter, who may revise it and resubmit. The Request Status changes to “Rejected” and is flagged with a warning icon. For more information, click the How to Reject a Request link.

(3) Click to decline it, in which case it can no longer be edited or resubmitted. Request Status changes to “Declined”. For more information, click the How to Decline a Request link.