How to follow the status of a sent sales contract – Winner Bizz

In Winner Bizz, users can follow the status of the a sent sales contract.

Go to Sales.
Select Projects tab.
Put a filter on the alternative related to the contract in the project list.
Select the Sales tab.
Click on Customer follow-up section.
Click the Commercial documents drop-down menu.
Users will find here the document with the status related to the sales contract.
Once the document is signed, the user and the customer will receive the signed contract in .pdf format; the customer via e-mail and the user in the customer follow-up.
Note: The status is updated every 50 minutes, but users can click Sign sales contract in the Workflow assistant to update it manually.
Update the Customer follow-up (1) and in the Commercial documents section users will see the document sent without signature to the customer, as well as the sales contract returned signed (2).

Go to Sales.
Select Projects tab.
Put a filter on the alternative related to the contract in the project list.
Select Sales tab.
Click on Customer follow-up section.
Click the Commercial documents drop-down.
You will find here the documents with the status related to the sales contract:
- The first sales contract sent
- The first sales contract signed
- The modified sales contract sent
Once the document is signed, the user and the customer will receive the signed contract in .pdf format; the customer via e-mail and the user in the customer follow-up.
Note: The status is updated every 50 minutes, but the user can click Sign modified sales contract in the Workflow assistant to update it manually.
Update the Customer follow-up (1) and in the Commercial documents section users will see the document sent without signature to the customer, as well as the sales contract returned signed (2).

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