How to Create a Rate Agreement

When a prospect requests a rate agreement, the deal should be moved to the "Rate Agreement Requested" stage.
On the deal record, set the "Commercial" and "Consumer" properties in order to view the applicable rate agreement properties.
1. Commercial deals should have the "Commercial" property listed as "Yes".
2. Consumer deals should have the "Consumer" property listed as "Yes".
3. Hybrid deals should have BOTH the "Commercial" & "Consumer" properties listed as "Yes".
For Commercial deals, check the appropriate commercial rates needed in the "Rate Agreement Rates" property and enter the "Account Description" and "Commission Rate" for each applicable rate.

NOTE: If the appropriate rates are not selected in this property, they will not populate in the Rate Agreement template.
For Consumer deals, check the appropriate consumer rates needed in the "Rate Agreement Rates" property and enter the "Account Description" and "Commission Rate" for each applicable rate.

NOTE: If the appropriate rates are not selected in this property, they will not populate in the Rate Agreement template.
Once the rates and required information have been entered into the appropriate properties, move the deal to the "Rate Review" stage, and go to the "Quotes" section in the right-hand column of the deal record and click the "+ Add" button.
The quote will automatically be populated with the information of the Contact & Company that is associated with the deal.
On the line items screen, click the "Select from product library" button and add the "Rate Quote Placeholder" product.
In the "Signature & Payment" section, select the "Use e-signature" option and check the associated contact as a "Required signature"
In the "Template & Details" section, select the appropriate rate agreement template for the deal i.e. Commercial Rates Agreement, Consumer Rates Agreement, Hybrid Rates Agreement.
Review the rate agreement to ensure that all of the rate properties from the deal record are populated into the template correctly and click the "Save" button.
Once the deal rates have been approved by a sales manager, re-enter the rate agreement quote and click the "Create" button to create the link to the rate agreement.