From 6c5a0a35e8f4e7d972db080c6c2e9eae006d8542 Mon Sep 17 00:00:00 2001
From: Alex Mitchell <105945793+alexmitchelliii@users.noreply.github.com>
Date: Mon, 15 Jul 2024 09:41:12 -0500
Subject: [PATCH] Update README.md (#20398)

Adding sales tax check before sending a quote.
---
 handbook/sales/README.md | 1 +
 1 file changed, 1 insertion(+)

diff --git a/handbook/sales/README.md b/handbook/sales/README.md
index 46eff35914..3912267148 100644
--- a/handbook/sales/README.md
+++ b/handbook/sales/README.md
@@ -37,6 +37,7 @@ All quotes and purchase orders must be approved by CRO before being sent to the
 The Fleet owner of the opportunity (usually AE or CSM) will prepare a quote and/or a Purchase Order when requested.
 - Because the champion may need to socialize "what is Fleet" or "what are we getting when buying Fleet," it is most often best to send the quote in [slide form](https://docs.google.com/presentation/d/15kbqm0OYPf1OmmTZvDp4F7VvMERnX4K6TMYqCYNr-wI/edit?usp=sharing).
 - Docusign can be used to create a [standard Purchase Order](https://www.loom.com/share/Loom-Message-16-January-2023-2ba8cf195ec645ebabac267d7df59823?sid=214f8c6b-beb3-427a-a3a8-e8c20b5dc350) if no special terms or pricing are needed.
+- Before sending to prospect, work with the Business operations team to verify if sales tax needs to be charged and, if so, how much.
 
 ### Obtain a copy of Fleet's W-9
 A recent signed copy of Fleet's W-9 form can be found in [this confidential PDF in Google Drive](https://drive.google.com/file/d/1ugXazEBk1oVm_LqGbYNsIFECcv5jXLA9/view?usp=drivesdk).