Admin settings
Only administrators can change approved pricing, representatives, and salesperson access.
Approved pricing
Add salesperson
Creates the salesperson's agreement profile and sign-in together.
Permission rules
When off, salespeople must use the approved pricing and default pricing format above.
Administrators can always change pricing. Legal language and platform settings remain admin-controlled.
Agreement registry
Every draft, sent, and executed agreement across all salespeople.
1. ClientIdentity and agreement type
2. ServicesChannels and volumes
3. CommercialsFees and term
4. GeneratePDF, audit, and email