Integration of SQM with Contract Purchase Agreement

Summary:

Integration of SQM with Contract Purchase Agreement

Content (please ensure you mask any confidential information):

We have got a customer requirement where in we need to investigate whether SQM functionality can be tied to agreements and agreement terms to automate required evaluations. Below is the use case details:

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Is it possible to automate the process so that, upon creation of an agreement, the relevant questionnaire from the qualifications phase—and any associated parameters for completion based on agreement terms—are automatically included and scheduled? I am interested in understanding whether there is existing or potential functionality that could remove manual steps and ensure timely action without relying on individuals to remember or manually initiate these tasks.