Objectives:
- Start Negotiations on Contracts
Steps:
Negotiating contracts within Lexzur can be managed directly at the Approval Center level. Follow the steps below to start and manage negotiations:
Open the Contract: Navigate to the contract you need to work on, then click on it ID to open the contract page.
Access the Approval Center: Within the contract page, open the Approval Center tab, where each approval order is listed. Negotiations can be initiated for each approval order.
Start a Negotiation:
Click the blue icon next to the approval order to open the negotiation page.
Add your first comment in the comment section to start the negotiation.
In the comment section, you can continue the conversation by adding further negotiation details.
Mention specific users or collaborators by using the @mention feature to ensure the right people are notified.
You can also forward it to other users or collaborators ( users from the Client Portal).
And mark it as completed once done.
Notifications:
Once a comment is added, notifications are automatically sent to the related users, including approvers, collaborators, or any users mentioned in the comments.
The email notification will include all necessary details, the negotiation comment, and a direct link to the contract and negotiation page for easy access.
Click on the link provided by the email to access the negotiation page directly and resume the negotiation
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
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