Contract Statuses & Workflow

Maple can enable seamless enterprise sales workflows in addition to providing several robust capabilities for self-serve billing. Contracts are a big part of the B2B sales process, and typically, the software used to create the contract is disconnected from your billing system and out of sync with standard plans, packaging and pricing. This leads to mistakes in feature entitlement and delays in customer onboarding.

Maple’s contract flow is straightforward while giving you the flexibility required to serve different sales processes. The stages in the contract flow are

Create your draft by going to “Contracts” from the left menu and clicking on ”+ Create Contract”

• Selecting the required Customer and Signatory for this contract

• Enter the Contract details such as

  • Contract Title

  • The required contract template (you have as many templates as you want!)

  • The contract expiration date

  • Choice of collecting payment information

• Enter the Plan details such as

  • Start Date

  • Contract Term

  • Product Pricing

Maple allows you to add rules to contracts where internal approval is required before a contract can be sent out. e.g.: Internal approval might be needed if the discount offered is greater than 15%.

How To: Set up a Sales Contract Approval

Once a contract is finalized, it can be sent to the intended audience by either

• Sending the contract in an email directly from Maple, or

• Sending a link to the contract an email or message, or

• Downloading and sending as a PDF

Note: The first 2 options are the recommended approach as they support the integrated signature and payment flows.

If Payment Collection is required for the contract, the customer’s payment card information is collected once the contract has been signed.

In certain situations, an additional step must be completed after the signing stage before the contract is considered fully executed. An example of this would be an implementation stage where you and your customer work together to get your product or service fully operational in their environment.

At this stage, the contract is considered fully executed, and the associated subscription will be created for the customer.