Terms and Conditions (T&Cs)
True or false: The $50K threshold for processing order forms applies to each individual agreement, not to the overall spend with a supplier.
False: The $50K threshold applies to the overall supplier spend, not to each individual agreement. This means that if the total spend with a supplier exceeds $50,000, BUs should not process their own OFs, even if an individual OF is less than $50K.
Which contract records should NEVER be marked as "perpetual" in Conga?
Auto-renew records (they should have an end date set for annual review), records with end dates, NDAs once the MSA is executed
How can you ensure you are using the latest Gartner templates when preparing your documents?
By either the template including the date in the name or checking the footer copyright language date
What is the difference between "Initiated by" and "Owner" in Conga?
Initiated by = the commodity/category owner.
Owner = the individual who negotiated the deal.
Which 3 fields determine who will get the automatic email notification when a record is expiring in Conga?
Initiated by
Owner and
Expiration Notice Email
You can hear your colleagues pronounce their names in Workday using what tool/feature?
Name Pronunciation
Where can you find the correct language for each country’s Governing Law and Dispute Resolution?
Talk Tracks under Section 16.4 (starting on page 28 of the document). The Talk Tracks contains a comprehensive breakdown by country. Use this section to find the exact language you need to include in your agreement, whether the clauses are combined or separate.
When should you change your Conga record to "in negotiation?"
When there is any start to the engagement (research, BU communication, supplier communication). AKA any work is being done for the agreement.
If you are purchasing goods or services through a VAR, do you need an MSA with the direct supplier?
Why or why not?
You do need an MSA with the direct supplier.
Not having a direct MSA with the supplier exposes Gartner to significant risks around enforceability, recourse, support, and compliance. You rely on the VAR as an intermediary, which can limit your protections and leverage.
When activating a record, if you make a mistake and do not move the executed document to the Agreements Document section, who should you reach out to and what information should you provide?
Reach out to Rebekah and Sandeep. Provide the Conga # and the executed agreement
If Gartner does not have an MSA with a supplier, what terms apply?
The supplier's online terms and conditions, which are often one-sided
What are Gartner's main two GenAI tools for associates to use?
Private GenAI Chat and Microsoft Copilot
What resource, saved in the Legal folder, can be referenced as an alternative to talk tracks when addressing Indemnification and Limitation of Liability topics?
A. Gartner's T&Cs Training Guide
B. Indemnification and Limitiation of Liability PowerPoints
C. S2C Negotiation Checklist
D. There is so such alternative
B. Indemnification and Limitation of Liability PowerPoints
Which of the following should be saved under the Notes & Attachments section in Conga? (under the Related tab): Fully executed agreement, Contract Summary, Docusign certificates, Legal approvals, other supporting documents
Any supporting documents for example, Contract Summary, Docusign certificates, Legal approvals, other supporting documents
Which clauses should S2C not negotiate and instead refer to the respective Gartner Business Units (BUs)?
Data Protection, Information Security & Business Continuity and Insurance
What BU is in charge of Coupa onboarding and payments/invoicing?
Procure to Pay - supplierprocuretopay@gartner.com
1. When should you use NA payment terms in Conga?
2. Will this record integrate to Coupa?
1. When to - when money will NOT leave the door (NDA, amendments for T&C's).
When NOT to - when money is out the door, when payment terms are in the agreement (MSA).
2. Records with NA payment terms will NOT integrate to Coupa
What is the new name for Gartner’s business segment formerly known as “Research & Advisory”?
Business and Technology Insights (BTI)
Name 3 of the changes that will be in the January 2026 Long Service Agreement template?
AI Clause, InfoSec, Anti-Financial Crimes, Escalations (Dispute resolution), Survival Clause, Insurance clause point of contact, Changed header from "Use of Gartner Name" to "Non-Publicity"
What buy-side statuses should be manually updated?
Assigned, Planned, In Negotiation, Out for Signature
You have executed an MSA and SOW simultaneously, how many records should be in Conga and why?
There should be 2, 1 for the MSA, 1 for the SOW.
Reason: ensuring accurate data for both records including the correct end dates, dollar value and other Conga information
Where can you find the Prohibited Supplier list? How often is it updated?
You can find it on the Coupa homepage under General Information. It is updated as required.
If an agreement has multiple payment terms,
1. What should CMs put in Conga?
2. Who should they reach out to get this updated in Coupa?
3. What should the email include?
1. Category Managers should enter the longest payment term on the Conga record.
2. CMs should reach out to their Buyer via email requesting a new payment term be setup in Coupa in addition to what is in Conga.
3. The email should include: supplier number (AP#), Conga record #, the payment terms needed & an explanation for the request
Under our new data retention policy, how long will 1:1 and group Teams chats be retained before automatic deletion?
A. One Month
B. Three Months
C. Six Months
D. 12 Months
C. 6-months.
Note: this excludes associates in Sales (GTS, GBS, GSSO) and Conference at this time
While __________ is the right for compensation for damages due to breach (WHO), the _________ is all about how much ($$)
While Indemnification is the right for compensation for damages due to breach (WHO), the Limitation of Liability is all about how much ($$)
In the final steps of activating a record, which document(s) should you select at the following steps
1. Select Document - Please confirm the documents below contains a copy of the contract.
2. Enable Content - Search The selected documents will be moved to the content repository
3. Remove Draft Documents
1. ONLY the fully executed contract
2. ONLY the fully executed contract
3. Only documents you wish to delete. Please note: you can also delete documents from the Notes & Attachments section
What questions should you ask your BU when initiating a proof-of-concept request?
1. Will the supplier have access to sensitive Gartner or Customer information? (the preference is for dummy data to be used)
2. Will the supplier be accessing any Gartner systems? 3. Will AI be utilized in any capacity for this trial?
What are the 3 risk assessment questionnaires in Coupa Risk assessment?
Anti-Bribery/Anti-Corruption (ABAC)
Information Security (InfoSec) and
Data Protection
If a supplier is not active in Coupa, but the contract needs to go out for signature
1. What check can be ran?
2. Who do you send the results to for approval?
3. What is the check looking for?
1. OFAC
2. Desere' Edwards
3. OFAC Search (also known as OFAC Screening or Scrubbing) is the process by which organizations identify whether or not any parties involved in a transaction can be found on watch lists maintained by the Office of Foreign Assets Control (OFAC), a division of U.S. Department of the Treasury.
In a quarterly All Company Meeting, Gene Hall, CEO, shared how we’re using AI to help our clients navigate our vast research library. What tool did we recently introduce for this purpose?
AskGartner