Contract Process Comparison

Peter Campbell Updated by Peter Campbell

Using Process Templates offers greater control over contract management than the previous approach and establishes a more structured framework within the system.

Previously, users had to manually select the contract status from a dropdown, and locking in the contract values required a separate, additional manual step.

With Process Templates, advancing through contract stages and finalising contract values happen automatically by completing the required actions for the current stage.

This streamlines the process, reducing the number of manual steps for the user while ensuring the status field accurately reflects the contract's state. It also minimises errors by preventing contracts from progressing to new stages without following the structured process.

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