Sep 15, 20232 min read6. Creating a Document Part 21. You will need to select the document template that you would like to use when creating your document. If your UniPhi deployment has...
Sep 15, 20233 min read14. Creating the Revenue Estimate (Video)Estimating New quotes and proposals can be estimated in the contracts system. Each deliverable estimated is mapped to the Revenue codes...
Sep 14, 20232 min read15. Creating contract deliverables (Video)These are the building blocks for creation of the contract you are managing and will provide you the overall total. Deliverables are used...
Sep 14, 20233 min read7. Creating a Document Part 36. Select the blue NEXT arrow icon from the lower left of each page to proceed through each step, in sequence, and arrive at the...