From acceptance to contract and work orders
When the proposal is approved, the acceptance is recorded with who approved it and when. The contract is created from the proposal, with services, parameters, prices and sampling plan, and the sampling plan creates the work orders according to the configured calendar.
What you'll find in this area
Recorded acceptance.
The approval flow stores who approved the proposal and the date.
Contract from the proposal.
Services, parameters, prices and the sampling plan from the approved proposal carry over to the contract.
Work orders from the sampling plan.
The sampling plan, with calendar and frequency, creates the contract's work orders.
Proposal revision.
When a new proposal version is approved, the contract is updated: new services are added, removed ones are cancelled and work already done is preserved.
Contracts coming due.
A list shows expired contracts and those expiring in the next 30 days.
Scope on record.
What was contracted, in what quantity and at what price stays on the contract, as a reference for operations and billing.
A record of what was agreed
In the laboratory, the contract is the reference for what was agreed with the client.
Who approved and when.
The acceptance is recorded with author and date.
Contract linked to the proposal.
Services, prices and the sampling plan stay on the same contract, linked to the proposal it came from.
Expiration in plain sight.
Contracts close to expiring appear on the expirations list and in sales follow-up.
Frequently asked questions
Is the contract created from the proposal?
Yes. Services, parameters, prices and the sampling plan from the approved proposal carry over to the contract.
Where is it recorded who approved it?
In the proposal approval flow, with user and date.
Can I use it for recurring sampling?
Yes. The contract's sampling plan, with calendar and frequency, creates the work orders.
How do I track expirations?
The expirations list shows expired contracts and those expiring in the next 30 days, and sales follow-up prioritizes the closest ones.
See the path from proposal to work order
In the demo, we show a proposal built with catalog services, approved by the client and turned into a contract and a work order, using services similar to yours.