This article describes the process of creating a contract draft within an eNegotiate Workflow.
When a card has transitioned to a workflow phase with the Create Contract with eNegotiate Draft action enabled, an email will be sent to the owner of that phase.
You should click “View Form” from within the email.
Here you can review all the metadata submitted by the Contract Requester in the original Request Form.
Firstly, decide if this request will be moving forward through the Workflow or not. If you are choosing to Reject this request, add a reason and then select ‘Reject’.
If you have decided to move this request forward, select ‘Create Contract With Draft’.
Ensure all mandatory fields are completed.
Assign Internal and External Contract Owners.
Choose an eNegotiate Draft template for this Contract Type from the dropdown list and Select ‘Create’.
Note: Learn how to add Contract Templates here
View Merged Fields
Now that your Contract Draft has been created, you can verify the template content using the "Download" option and "View Merged Fields" if you're using handlebars to generate key information throughout the contract.
You will see at a glance if the contract template or the contract metadata is inaccurate or missing while you create the contract draft. If the Merged Data column displays "No Data Found", then the document is not ready for approval and drafting.
Draft Approval
When the document is ready, select the green "Approve" button to continue.
Note: If you are using the eNegotiate & eSign Workflow Template this card will then transition to the ‘External Review | Redline’ Phase, sending an email requesting the Vendor Owner to review the draft.