Signature process for agreements where customer kicks off the signature request (#10085)

# Checklist for submitter

If some of the following don't apply, delete the relevant line.

- [ ] Changes file added for user-visible changes in `changes/` or
`orbit/changes/`.
See [Changes
files](https://fleetdm.com/docs/contributing/committing-changes#changes-files)
for more information.
- [ ] Documented any API changes (docs/Using-Fleet/REST-API.md or
docs/Contributing/API-for-contributors.md)
- [ ] Documented any permissions changes
- [ ] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
- [ ] Added support on fleet's osquery simulator `cmd/osquery-perf` for
new osquery data ingestion features.
- [ ] Added/updated tests
- [ ] Manual QA for all new/changed functionality
  - For Orbit and Fleet Desktop changes:
- [ ] Manual QA must be performed in the three main OSs, macOS, Windows
and Linux.
- [ ] Auto-update manual QA, from released version of component to new
version (see [tools/tuf/test](../tools/tuf/test/README.md)).
This commit is contained in:
Alex Mitchell 2023-02-23 20:59:53 -06:00 committed by GitHub
parent 57e03e69a7
commit 590822115e
No known key found for this signature in database
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@ -286,6 +286,13 @@ To quickly get help doing a legal review of a prospect subscription agreement, w
2. Select "Contract signature or legal review"
3. Follow the instructions in the "Submitting this request" section
If the prospect/customer/partner is originating the request for signature:
1. Communicate that the Fleet signatory is Mike McNeil, CEO and share his email
2. Mike will create the github issue mentioned above when he gets request
3. Mike will forward to business operations for review
4. Business operations will notify Mike and internal requestor when ready for signature
5. Mike will sign and close the issue
## Customer DRI change
Sometimes there is a change in the champion within the customer's organization.
1. Get an introduction to the new DRIs including names, roles, contact information.