Hello - this document → C365 User Training Module FINAL.pptx explains this process, plus how to maintain the follow-ups on here in great detail. It's a very helpful document, and you will need it to maintain this after you submit this. But I did want to go over a common practice and tailor it to Aftermarket so you can avoid the lengthy document. I am bad at explaining things though so buckle up …. (or click that link and use the ACTUAL Zeiss published document on this process)
1) First off, the link to the portal is https://zeiss.contracts365.com/home
If you are submitting a document to the portal for legal review, please click “New Contract Request”
If you are trying to review one you previously submitted, this document will not help you with that (but since you are here, please click My Pending Contracts to start, the rest is up to you)
I know this sounds crazy, but scroll down to COUNTERPARTY INFORMATION) on the legal portal.
Trust me on this one.
2) Section 3: “Counter-Party Information”
You are probably thinking, “Why did I scroll down to the bottom of the page?”
It's because if the company you are doing this for is not in the system, it deletes all the progress you've made so far on the page since it leaves the page. They might fix that and make this irrelevant but at least I warned you.
See red text in picture below (do this first):
Okay, now enter in the company information. If there is an asterisks (*), then you have to fill out that portion. You should try and match the address on the customer provided documents you are submitting on here. If there isn't an address on your NDA, or T&C, or whatever it is, then use your CRM address from the account you are quoting. Again, if legal doesn't love it, they will fix it. Do your best!
Hit submit and now the Counterparty will populate into the box. Do not re-enter it if it's already there. Just look at it first before you move on to make sure populated. If you enter it again, it can screw it up.
Scroll back up to the top of the legal portal since your company information is now inputted into the portal.
3) Section 1: “CONTRACT REQUEST INFORMATION” - 99.9% of these will look exactly like this:
4) Section 2: “CONTRACT TYPE INFORMATION”
On this one you have to made a decision. You can't really ‘mess it up’ since it'll still be in their queue… You might get a message from Maria or whoever asking why you picked what you picked but it won't stop it from moving.
POPULAR OPTIONS:
If it's an NDA, pick one of the NDA options – if it has to be reviewed by both parties then pick Mutual, which is 99.9% of the time. I do not think I've ever picked Unilateral.
Code of Conduct is popular
Master Service Agreement not really so much - that would go to service to figure out I think. And to be fair, if we can get out of doing this then you 100% should. Sorry, not sorry.
Quality agreement is popular
Terms and Conditions (T&C) is very popular
And if all else fails… pick “OTHER” and move on…….
5) Contract Cycle, Workflow
SKIP!
6) Document Upload
Drag your document onto that box, or click it (similar to adding a PDF into a CRM quote)…
7) Enter Document Information
Do step 6&7 for each document you want to submit. You can put notes in there if there's a bunch of documents but you do not have to.
Once you hit submit, you are done. Good job!
For maintaining these contracts, please see this document: