Revise a Contract

How to Revise a Contract in Radio Workflow

1. Access the Contracts section

  • In the main left menu side menu, under Sales & Marketing locate and click on "Contracts".

2. Locate the contract you want to revise

  • Click on the "History" tab to view a list of contracts.
  • You can also use the search function to find the desired contract. You can search by the contract number, company, or description.

3. Open the contract

  • Once you have found the desired contract in the search results, click on it to open the contract details.

4. Initiate the revision process

  • Look for the orange "Revise" button in the contract details screen.
  • Click on the "Revise" button to start making changes to the contract.

5. Edit the contract

  • Modify the contract schedule or other details, as needed.

6. Save changes and request signature(s)

  • Once you have made the necessary changes, click on the "Sign" button to confirm that the client has approved the changes.
  • If the client needs to sign the revised contract, choose the option to send the revised contract to the client for their signature.