- When a rate agreement is signed, the "Signed Rate Agreement Notification Workflow" will trigger and sends an internal email notification to the Deal owner. The workflow will automatically change the "Deal Stage" from "Rate Agreement Sent" to "Rate Agreement Signed".
- As soon as the deal is moved to the "Rate Agreement Signed" stage, the "AIF Creation Workflow" will trigger and automatically creates an AIF agreement in "DRAFT" mode, assigns the internal C&W quote signers, and moves the deal to the "AIF Created" stage.
- The "AIF Agreement" will appear in the right column of the deal in the "Quote" section in "Draft" mode.
- Review the draft AIF document to ensure that all of the details are correct.