Show:
DocuSign
Deal Classification
Deal Pricing
Other
100

What do we create so the user can move the Opp. to Onboarding?

Agreement Object

100

Security questionnaires, GDPR assessments, Privacy assessments are classified as what?

DDQ

100

What's the DCV needed if the Type and Sub-Type is Pricing Approval - Other?

at least SDP / SDP and above

100

What's the threshold for RFP, RFI case?

$1.25M

200

Sub-Type of DocuSign Cases

DocuSign Error

200

What is the correct case type and subtype for AE requesting for a specific language to be added that is not pre-approved?

Type: Fee Schedule Requests | Sub Type: Custom Language Request.

200

How many days do we give AE to respond before  we cancel the case?

3 Business days

200

Where do we base the Contract Effective Date for Upsell New Product?

Case Creation Date

300

Where do we upload files?

DocuSign

300

List the three things that we need in order to triage the case.

Negotiated Deal ONR, Account Segment, Opportunity

300

What type and sub type do we use if the AE is requesting for Investment Wallet Approval?

Analytics Support - Feature Request or Tooling Support. - Feature Request

300

Where do we check if the pricing for Paid Support is correct?

Deal Composer

400

ONR Approval Status Should either be what?

Approved or Not Required

400
To who we transfer DDQ and RFP Cases?

David Alcocer and Juan Juan Huang

400

What do we check to know if a Deal Pricing Case is supported or not?

Negotiated Deal ONR

400

How many nudges do we have before we cancel a Deal Support Case?

Twice

500

4 things we check before we can create an Agreement Object

Legal Name
Contract Period Months
Contract Effective Date
ONR Approval Status

500
What does AE need to do if their Opp. is unqualified for support?

Create a DCE case. Deal Classification Exception Case

500

Give the appropriate Type - Sub Type for this request:

Hi team, this user is looking to migrate $83M to Stripe. As part of this, they asked for an IC+ pricing offer as they're currently on sticker. We'd like to offer them an IC+ rate that is currently showing below floor in deal composer. Please let me know if we'd be able to offer this pricing. Thanks in advance!

Pricing Approval - Below Floor Approval

500

What can we use to check the supportability of an RFP or DDQ case if there is no Negotiated Deal ONR?

Incremental ONR