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Add "Send an NDA to a customer" section to handbook. (#19890)

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Added a section in the sales page about how to go about sending Fleet's
NDA out after it was brought to our attention no section existed.

---------

Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
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Nathanael Holliday 2024-07-05 12:05:18 -05:00 committed by GitHub
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7
handbook/sales/README.md
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@ -156,6 +156,13 @@ Temp Transfer to: Temp technical DRI
- phone, try finding their number to text and/or call (as appropriate to the device type: landline vs. cell phone).
- an alternative date and time. Suggest two to three options from which the prospect can choose.
- Confirm that contact information is accurate and that the prospect can receive and access meeting invites.
### Send an NDA to a customer
- Fleet uses "Non-Disclosure Agreements" (NDAs) to protect the company and the companies we collaborate with. Always offer to send Fleet's NDA and, whenever possible, default to using the company's version. To send an NDA to a customer, follow these steps:
1. If a customer has no objections to using Fleet's NDA, route the NDA to them for signature using the "🙊 NDA (Non-disclosure agreement)" template in [DocuSign](https://apps.docusign.com/send/home).
> If a customer would like to review the NDA first, download a .docx of [Fleet's NDA](https://docs.google.com/document/d/1gQCrF3silBFG9dJgyCvpmLa6hPhX_T4V7pL3XAwgqEU/edit?usp=sharing) and send it to the customer.
2. If the customer has no objections, route the NDA using the template in DocuSign (do not upload and use the copy you emailed to the customer).
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 BizOps can look over any proposed changes and provide guidance on how to proceed.
### Create a customer agreement
- **Contract terms:** Fleet's subscription agreement is available at [fleetdm.com/terms](https://fleetdm.com/terms).