How to handle contract signs/re-signs due to pricing update

Background: Due to rising interest rates, EverBright is periodically changing the pricing of our products. These changes affect all active pricing, which can cause issues if a contract resign is needed because the new pricing will be assigned to the contract.

This means for re-signs, the partner must accept new pricing or coordinate with the development team to change pricing back momentarily and generate the contract and then we change it back.

• This is a manual effort

• Important Note: This process is related to individual contracts/jobs related to global pricing changes. This is NOT about pricing updates for installers - that process is here: Processing installer "EverBright - Pricing Update" tickets

How to handle contract signs/ resigns due to pricing update situations:

• Installer contacts support and requests that the old pricing be reverted for a homeowner that needs to resign a contract.

  • Approval will need to come from Deal Processing and Finance prior to allowing contract resigns using old pricing as this would be a special circumstance

• Request approval by CC’ing Laura Miller and Kristi Traugh in the ticket

• Create a linked ticket using ‘this issue blocks’ from the dropdown list:

  • Type - APP

  • Title - Restore Old Pricing for Quote [#] - [Customer Name]

  • Assignee - Samantha Lieberman

• Update the description - Create a new quote and workflow for [customer name] using the same pricing as the original signed contract

• Include the following information in an internal comment in the linked ticket:

  • Customer Name and Address

  • Link to the project

  • Quote number to be used to model the old pricing

  • Organization

• Dev changes pricing generates a new quote with exact pricing from the original quote, and generates a new contract

• Support notifies installer of the new contract and then closes the SS ticket

Also refer to:

Credit ineligible, new pricing / new EB productsarchived