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Update Sales handbook #23318

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Oct 30, 2024
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Update Sales handbook #23318

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16 changes: 7 additions & 9 deletions handbook/sales/README.md
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Expand Up @@ -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
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