When the participant accepts a quote, convert it into a service agreement with the same supports, then send the agreement for signature.
Before you begin
- Permission to convert quotes (coordinator, operations manager and finance roles have it).
- The quote has been sent, and ideally its acceptance recorded.
Record the participant’s answer
- Go to Billing → Quotes and agreements and open the quote. Its status is Sent.
- If the participant accepted, open More and choose Record acceptance. The status changes to Accepted.
- If they declined, choose More → Record decline, enter the Reason and select Record decline.
Convert the quote
- On a Sent or Accepted quote, select Convert to service agreement in the page header.
- CompanionAxis creates a new service agreement draft with the same participant, period and supports, and opens it. The quote is marked Converted.
- Check the Schedule of supports tab and the Totals by support category against the plan budget.
- If you need to change anything, select Edit supports, update the lines and select Price supports.
Quote detail page for an accepted quote with the Convert to service agreement button highlighted in the header
Send it for signature
- On the new agreement, select Send for signature or open the E-signature tab.
- Choose Who signs and check Send to (email), then select Send for e-signature. See Sending a service agreement for e-signature.
- Once signed, the agreement’s schedule of supports sets what rostering creates and what invoicing bills.
Tips
- You can also start a service agreement directly from New… → Service agreement without a quote.
- The Next steps card on a quote tells you when conversion becomes available.
If something goes wrong
I can’t see Convert to service agreement.
The quote must be Sent or Accepted, and your role needs the convert permission. A draft quote has to be sent first.
Already an agreement.
This document is already a service agreement. Send it for signature from the E-signature tab.
Priced on a draft catalogue import.
The quote was priced on a catalogue preview. Open the Versions tab and reprice to a published Pricing Schedule version before sending the agreement.