Contract Approval

After a contract is created, you will need to send it to the client for approval.

Sending a contract

To send a contract for approval, you need to:

  1. Login to the application and locate the request using the search tools
  2. In the search results, select either the request number at the left of the entry or the "View" button at the right. 

    Search result with request number and view button highlighted

The request will open for review. In the "Requests" menu, select the “Contracts” button.

Request menu with the contracts button highlighted

Then, select the “Send Contract Email” button to the right of your contract. This option will only be available for the most current contract.

Contracts screen with send contract email button highlighted

This will take you to the "Send Contract" screen. Here you can modify the standard email that will go to the client for contract approval. Once all changes are complete, select the “Send” button at the bottom of the screen to complete the process.

Receiving approval

The client will receive an email which will include a PDF of the invoice (if requested) and a link to the approval page. This page will ask them to acknowledge the contract and, if credit card payment was requested, take them to an ecommerce page where they can make their payment. Once this process is complete the status of the contract will update to Approved.

Next steps

Once the contract is approved, it can be sent to the bidding portal for staffing.