2 Replies Latest reply on Apr 17, 2014 11:24 AM by Allta Media

    setup contract cum agreement and user access


      Hello Team,


      I am planning convert my contract / agreement with form central but confused with some features. please tell me possibilities in given scenario.


      currently our sales team do a physical contract with client and sending to us contract papers through courier.


      what I want is,


      when a sales person close the deal and fill the contract with details and submit it,


      1. That submitted contract should go through attachment to account dept., sales head, and other selected management dept.

      2. sales person can edit  contract and view only form submitted by him.

      3. sales person can not delete contract once it is generated, he can view and modify only.

      4. account dept can view all data and can print or download contracts.


      pl. tell me if these things are possible.