Before you begin
Before generating an agreement, make sure:
The customer has accepted the quote.
All waste services and pricing have been checked.
The organisation details are accurate.
Step 1: Generate the agreement
Open the quote and click Generate Agreement PDF.
The Waste Pricing Tool will check whether all the required organisation information has been completed before generating the agreement.
Step 2: Complete any missing organisation details
If any required information is missing, you’ll be prompted to update the organisation record before the agreement can be generated.
Click Edit Organisation to open the organisation record, then enable Edit Mode using the toggle in the top-right corner.
Complete any missing information before saving your changes.
Step 3: Add the organisation’s bank details
In most cases, the missing information will be the organisation’s Direct Debit details.
Complete the following fields:
Sort Code
Account Number
Bank Name
Bank Business Name
Important: The Bank Business Name must match the name registered with the bank account. This is often the organisation name, but it could also be a trading name or previous business name, so it’s important to confirm this with the customer.
Once you’ve entered all the required information, disable Edit Mode to save your changes.
The organisation should now display as Mandate Ready.
Step 4: Generate the agreement again
Return to the quote and click Generate Agreement PDF. The agreement will now be generated and downloaded automatically.
Step 5: Review the agreement
Before sending the agreement to the customer, check that:
Organisation details are correct.
Waste services are correct.
Pricing is accurate.
Bank details are correct.
Taking a few moments to review the agreement can help avoid delays later in the approval process.
Step 6: Send the agreement for signature
When you’re happy with the agreement, click Submit Sale Documents.
Double-check the customer’s email address before clicking Send for Signature, as the agreement will be sent directly to this address for electronic signature.
If you prefer to use your own e-signature platform or obtain a handwritten signature, see Using Alternative Signature Methods.
Step 7: Wait for the customer to sign
The customer will receive an email containing a secure link to review and electronically sign the agreement.
Once the agreement has been signed, you’ll receive an email confirming it has been completed.
Step 8: Operations approval
After the agreement has been signed, it will automatically be submitted to our Operations team for review.
During this stage, we’ll:
Verify all required information has been provided.
Check that the agreement has been completed correctly.
Review the quote before approving the sale.
If everything is correct, the sale will be approved and the process is complete.
If any information is missing or incorrect, the agreement may be rejected and returned for amendment before it can be resubmitted.
Next step
If your agreement is rejected during the approval process, continue to What to Do if an Agreement Is Rejected to learn how to correct the issue and resubmit the sale.