Deal Desk FAQs
Below are answers to common questions we receive in our #deal-desk Slack Channel.
Agreements, Forms and other templates
Where can I find the most recent Order Form templates?
You can download the latest Order Form templates here: Sales Resources.
- Sourcegraph Pre-4.0 Order Form: Only valid for renewals or expansion deals, for customers under our pre 4.0 packaging and under our Total User Account (TUA) billing model.
- Sourcegraph 4.0 OF: Code Intelligence Platform: For new customers under our Monthly Active User (MAU) billing model (preferred method for capturing license excess and overages).
After downloading a copy of the template, please drop it in the following g-drive folder: New Customer in Progress (create a new customer folder).
Althought the Order Form can be downloadad and completed manually by the AE, we strongly encourage to use CPQ to create your quote as DealHub will automatically generate the OF for you with all the required information.
How can I validate if a customer has a signed MSA in place?
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.
The customer sent me the PO, do I need to save a copy?
Yes, please attach the Customer´s PO to the SFDC Opportunity under “Files” section.
Approvals & Processes
When shall I submit an Order Form for approval?
When negotiating non-standard terms, please engage Deal Desk through the #deal-desk Slack Channel or at firstname.lastname@example.org for approval. A list of our non-standard deal terms and our deal approval matrix can be found here: Order Form review Guide
If the quote was built in CPQ, Deal Desk will review the Order Form once you select “Submit for approval” . Every quote requires Deal Desk´s approval. Please find additional information on how to use CPQ here: CPQ JOB AID
How do I submit a document for signature?
For contract signatures (OFs, MSAs, POCs or DPAs) please create a new envelope in Docusign and add the following recipient’s names and email addresses:
- Deal Desk´s Stamp Email: email@example.com
- Customer´s Signature Email: xxxx
- Sourcegraph´s Financial Controller´s Signature Email: firstname.lastname@example.org
A detailed step by step guide can be found here: Signature Process
Can we allow the Customer to submit and initiate the contract signature on their end?
We should avoid having the Customer submit our contracts for signature as we lose visibility and control over the process, specially during Quarter End. If the Customer insists they want to own the process, please send them the Order Form in PDF format with Deal Desk´s stamp on it. You can request the stamped document in our #deal-desk channel.
For soft cap expansion deals, do I require a signed Order Form? What documents do I need to book the opportunity?
Customers under a soft cap do not require a new countersigned OF because they agreed to be charged when exceeding their Usage Limitations. However, in practice, we want to avoid sending an invoice unexpectedly to our Customers so we encourage AEs to contact them to request a confirmation prior to closing the opportunity in SalesForce, as once the opportunity is set to “Closed won”, Finance will issue the invoice and will send it to the Customer . Some Customers will also request a quote to confirm the owed prorated amount - quotes can be requested through our Deal Desk Slack channel.
Please attach the customer´s confirmation email to your SFDC Opportunity under the “Files” section.
If the signed Agreement does not include any Excess Usage language, do I need a new Order Form to book an expansion opportunity?
If the agreement does not include any Excess Usage language, we should send them an Order Form prior to invoicing any additional seat (hard cap is assumed in the absence of this wording). The Order Form ensures we have a contractual commitment and allows us to recognize revenue and measure ARR.
If the Customer is not willing to sign our Order Form, are we able to book the opportunity with their PO?
A Purchase Order on its own does not constitute a contractual commitment in the absence of a signed order form. To be able to recognize revenue and ARR we require a contract including the Service (s) being sold, Price of service(s) sold, Contract start and end dates, Payment Terms, etc. Without an Order Form in place, we cannot recognize revenue nor ARR until payment is received.
Is the Customer able to pay with a Credit Card?
No, we do not accept Credit Cards, only Bank ACH.
What’s the main difference between an expansion and a renewal opportunity?
As a general rule of thumb, if we are signing a new agreement where the Contract End Date is changing it is a renewal opportunity. If we are adding seats to a contract and we are co-terming the End Date it is then an expansion opportunity.
Do I need any approval to have an account assigned in SFDC?
Yes, Account Owner changes should be requested through the Sales Ops Channel and they require your manager´s approval.
How can I build a quote in CPQ?
For additional information on how to use DealHub and create a quote, please review our CPQ JOB AID
Pricing & Metrics
Where can I find our current price list?
Our price list and our discount approval matrix can be found here. When creating your quote in CPQ, the approval requests will be triggered automatically to the approvers after submitting the quote.
Do I have to maintain the same Price per User per Year upon the contract renewal?
The Price per User per Year on the renewal opportunity will be entirely subject to AEs negotiation. We are not tied to offering the same Per user Price to our Customers upon the contract renewal because our Terms of Service include a renewal clause which states that the subscription will be renewed for a one (1) year term at the then-current fees, unless otherwise stated in an Order Form. Please check the seat count discounting guidance herefor additional information on average discounts.
Can I sell a Platform fee only deal?
No, Platform Fee only deals are not acceptable. This fee can be assessed at the discretion of the sales team to maximize the deal size and provide flexibility in deal construction, but we must ensure there´s a license fee associated to the deal as revenue has to be re-ocurring.
Is it possible to tie discounts in a contract to specific actions, such as logo rights, case study, lunch and learn sessions, etc?
The OF should reflect the price we charge including any discounts but we should not tie those discounts to some specific action required by the Customer. However, under “Other Customers Terms” we should include all the agreed commitments with our Customer - e.g.: “During the first year of the Subscription Period, Customer will participate in a case study of how Sourcegraph helps Customer’s developers meet or exceed internal goals.”
Please check our Order Form review Guide for additional information on our clauses and deal structuring.
For pre 4.0 renewals, can I sell Batch Changes or Code Insights as an Add-On to just some users?
No, our products are not designed to be sold individually. We can sell Batch Changes or Code Insights as an add-on to a Customer but they must purchase the add-on for the total number of seats.
Does an early renewal impact the account´s IARR?
Yes, early renewals are used to perform a “Contract reset”. If the customer signs an early renewal contract terminating the original agreement we should calculate the IARR as follows: Early Renewal Contract ARR - Current Contract ARR .