Before you build a quote, you need to create an opportunity for the client. Once you’ve done that, you can continue using the steps outlined below. Create the quote Go to the opportunity in Force BC. In the top-right menu, select “Create New Quote.” Enter the requested billing information and select “Save.” This will take…
Quotes are the financial powerhouse of Force BC. After a client has decided which products to purchase, you enter the details into a quote. The quote acts as a record of the products and prices you charge clients. It also saves you time and paperwork. Once you’ve created a quote, Force BC can use the…
In Force BC, the word “partner” refers to the consulting firm as a whole. “Partner users,” on the other hand, are the consultants, administrators, and employees of the partner firm. Partner users don’t automatically receive access to a partner’s client accounts. Instead, they have to be added manually. You might wonder why we use this…
For legal and security reasons, PI has a special user role for partners: the third party external user. This role can see almost everything a client user can, but isn’t able to change most data. By default, the partner’s Account Owner is enabled as a third party external user of the client. However, other partner…
Sometimes clients will want to change their service mid-contract. This could involve increasing their headcount, adding a new product, or other changes. Partner Relations doesn’t accept amendment opportunity requests through voice or chat, so you’ll need to submit this form. Please include: To find the prorated amount, you’ll need: A: The total price of the…
Sometimes clients will want to change their service mid-contract. This could involve increasing their headcount, adding a new product, or other changes. If this happens, you’ll need to send the client a prorated agreement. A prorated agreement changes the price and services for the remaining months of the client’s contract. Just as a client agreement…
On rare occasions, due to an outage or other situations, you might not want to use Adobe Sign to receive a signature. You’ll need an image of the signature in order to do this. Go to Force BC. In the top menu, select “Opportunities.” Find and select the opportunity. In the top-right action menu, select…
Generate the contract agreement Go to Force BC. Select “Manage Opportunities and Leads.” Find and select the opportunity. Confirm an “Opportunity Key Contact” is listed. Select the link under “Primary Quote.” This will take you to a new page. Select “Generate Document.” A pop-up will appear. Make sure the “Quote Document” and “Quote: Subprocessor Addendum.pdf”…
When a client creates or renews a subscription, we need their signature on the final documents to confirm they’re satisfied with the price and products. That’s where Adobe Sign comes in. Adobe Sign is a cloud-based e-signature service that allows clients from anywhere around the world to sign our documents through their computer or smartphone….