From 35f944d3a19410686758ad6e6f8643b329400092 Mon Sep 17 00:00:00 2001 From: Mike Thomas <78363703+mike-j-thomas@users.noreply.github.com> Date: Tue, 29 Oct 2024 09:20:11 +0900 Subject: [PATCH] Update Sales handbook - Added instructions for how to create a subscription agreement - Added important information about the review process - Standardized naming of the document to be "Subscription agreement" - Removed out of date and redundant information --- handbook/sales/README.md | 16 +++++++--------- 1 file changed, 7 insertions(+), 9 deletions(-) diff --git a/handbook/sales/README.md b/handbook/sales/README.md index b0483b01f41e..a1cde2cf6744 100644 --- a/handbook/sales/README.md +++ b/handbook/sales/README.md @@ -232,17 +232,15 @@ Temp Transfer to: Temp technical DRI 3. If the customer "redlines" (i.e. wants to change) the NDA, follow the [contract review process](https://fleetdm.com/handbook/company/communications#getting-a-contract-reviewed) so that Digital Experience can look over any proposed changes and provide guidance on how to proceed. -### Create a customer agreement +### Create a subscription agreement -- **Contract terms:** Fleet's subscription agreement is available at [fleetdm.com/terms](https://fleetdm.com/terms). - - **Effective date:** The start date for the subscription service. - - **Close date:** The date the last party to the contract signed the agreement. - - **Invoice date:** The date that Fleet sent the invoice to the customer. -- Fleeties can find a summary of contract terms in the relevant [customer's Salesforce opportunity.](https://fleetdm.lightning.force.com/lightning/o/Opportunity/list?filterName=Recent) +1. Create a copy of the [subscription agreement template](https://docs.google.com/document/d/1ri9sS2rlBbBLEFi7RrfKZ9bZj8e48orsFKZDfF0PgAg/copy?tab=t.0). +2. Add/remove table rows as needed for multi-year deals. +3. Where possible, include a graphic of the customer's logo. Use good judgement and omit if a high quality graphic is unavailable. If in doubt, ask Digital Experience for help. -- **Standard terms:** For all subscription agreements, NDAs, and similar contracts, Fleet maintains a [standard set of terms and maximum allowable adjustments for those terms](https://docs.google.com/spreadsheets/d/1gAenC948YWG2NwcaVHleUvX0LzS8suyMFpjaBqxHQNg/edit#gid=1136345578). Exceptions to these maximum allowable adjustments always require CEO approval, whether in the form of redlines to Fleet's agreements or in terms on a prospective customer's own contract. - -> All non-standard (from another party) subscription agreements, NDAs, and similar contracts require legal review from the Contracts and Compliance department before being signed. [Create an issue to request legal review](https://github.com/fleetdm/confidential/blob/main/.github/ISSUE_TEMPLATE/contract-review.md). +> **Important** +> - All changes to the [subscription agreement template](https://docs.google.com/document/d/1ri9sS2rlBbBLEFi7RrfKZ9bZj8e48orsFKZDfF0PgAg/copy?tab=t.0), or [standard terms](http://fleetdm.com/terms) must be brought to ["🦢🗣 Design review (#g-digital-experience)"](https://app.zenhub.com/workspaces/-g-digital-experience-6451748b4eb15200131d4bab/board?sprints=none) for approval. +> - All non-standard (from another party) subscription agreements, NDAs, and similar contracts require legal review from Digital Experience before being signed. [Create an issue to request legal review](https://github.com/fleetdm/confidential/blob/main/.github/ISSUE_TEMPLATE/contract-review.md). ### Close a new customer deal