Creating an Ironclad Agreement and Sending Out a Contract | Scribe

    Creating an Ironclad Agreement and Sending Out a Contract

    • Jared Reklaitis |
    • 10 steps |
    • 2 minutes
    1
    Navigate to [https://ministry.lightning.force.com/lightning/r/SBQQ__Quote__c/a0qTV000000FSGvYAO/view?uid=170561283872094441&ws=%2Flightning%2Fr%2FContact%2F0032G00002EK60lQAD%2Fview](https://ministry.lightning.force.com/lightning/r/SBQQ__Quote__c/a0qTV000000FSGvYAO/view?uid=170561283872094441&ws=%2Flightning%2Fr%2FContact%2F0032G00002EK60lQAD%2Fview)
    2
    Click "Create Workflow"
    3
    Add any of the information if deemed necessary
    4
    Click here.
    5
    Click Licensed Software. Click Professional Services if they purchase training
    6
    Click on the boxes that coincide with each module the client purchased
    7
    Click Yes if this is a giving migration
    8
    Click "Submit"
    9
    Click "Order Form with Jeeahs Hope Inc (65a9966dd3).docx"
    10
    Click "Approve" to send out the Docusign contract