Contracting and Deal Review

Electronic Contracting

Electronic contracting is an optional, self-contained step within Menu which allows the user to validate deal information and execute contracts with wet signatures before finalizing them.

The workflow of the electronic contracting page allows the user to complete the steps for each product independently or all at once using the larger icons at the top of the screen.

If the product was rated on the Product Pricing screen, that status will appear on the eContracting page, and the user can proceed to the ‘Validate’ step.  If not, click a ‘Rate’ icon to return to the Product Rating screen.  For more information on rating products, see the Rate Products section of Step Two – Product Pricing.

To access contracting, click the 'Step Three – Electronic Contracting' bar on the Deal Wizard.

Click the ‘Validate’ icons to review and edit any required fields that are highlighted in red.

Click ‘Show All’ and double-check spelling and the details of the deal. If the contract is saved with errors, it will need to be voided and recontracted with the corrections.

Once confirmed, click ‘Save.’

Some providers allow the user to generate a draft of the contract before it is executed.  To view this draft, click ‘Generate.’  Otherwise, this step can be skipped.

To sign the contract, click the ‘Execute’ icon.

Click ‘Wet Sign’ to print the contract for the customer to sign.

For finalizing products using Payment Plan Providers, go to the Configuring Payment Plan Providers user guide here.

Deal Review

The Deal Review screen allows the user to review and update the costs and selling prices of the products, front gross, buy rate, and reserve gross, as well as print the customer’s menu and disclosure.

Once the user is satisfied with the deal, it can be closed.

To close the deal, enter a ‘Deal Closed Date’ and click ‘Save.’

The deal will then be marked as closed, and the results will be uploaded to RouteOne Menu Insights.