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Update README.md (#20398)

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Adding sales tax check before sending a quote.
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Alex Mitchell 2024-07-15 09:41:12 -05:00 committed by GitHub
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@ -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. 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). - 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. - 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 ### 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). 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).