Below are answers to common questions we receive in our #deal-desk Slack Channel.
Althought the Order Form can still be downloadad and completed manually by the AE, when creating the quote in CPQ DealHub will automatically generate the Order Form with all the required information.
You can download the Order Form templates here: Sales Resources.
After downloading a copy of the template, or when working on a draft CPQ Order Form, please drop it in the following g-drive folder: New Customer in Progress (create a new customer folder).
You can check the executed contracts in our google drive folder: Customer Contracts, where we archive every countersigned agreement. Naming convention: Year-Month-Date-Customer-Contract Name.
Yes, please attach the Customer's PO to the SFDC Opportunity under “Files” section.
For free POCs, we do not require to enter into separate evaluation agreements. Instead, at the customer’s request, we can prepare an Order Form governed by our online terms, which cover trials and POCs.
For paid POCs, we do need to enter into an agreement to reflect the fee we'll charge the Prospect, the POC term, the amount, among other terms. We can also prepare an Order Form governed by our online terms to cover these elements. The AE needs to create an opportunity in SFDC to track paid POCs, and submit a quote for approval. The ARR associated to the Subscription and to the opportunity must be zeroed out.
When negotiating non-standard terms, please engage Deal Desk through the #deal-desk Slack Channel or at [email protected] for approval. A list of our non-standard deal terms and our deal approval matrix can be found here: Order Form review Guide
Deal Desk will review the Order Form once you submit the CPQ quote for approval . Every quote requires Deal Desk's approval. Please find additional information on how to use CPQ here: CPQ JOB AID
Deal Desk will always provide you with a stamped copy of the document that is under approval. So once you receive your stamped contract, please create a new envelope in Docusign and add the following recipient's names and email addresses: