diff --git a/handbook/sales/README.md b/handbook/sales/README.md index c6bad81ec1..1db9df7142 100644 --- a/handbook/sales/README.md +++ b/handbook/sales/README.md @@ -80,7 +80,7 @@ Once a week, during the "🤝❌ Closed (for now) opportunity review" meeting, t Reseller partners occasionally reach out and ask Fleet for a quote on behalf of customers. Use the following steps to provide a subscription quote: 1. Navigate to the [Google Docs template gallery](https://docs.google.com/document/u/0/?ftv=1&tgif=d) and make a copy of the "TEMPLATE - 3EYE - Subscription quote" document. 2. Assign the "Quote #" by combining the "ISO date" (YYYYMMDD) and "Total amount" (e.g. "YYYYMMDD-000000" or "20250212-128400"). -3. Make sure the "Customer", "Customer contact", "Total term", "Effective dates", "Billing frequency/timing", and "Payment terms" fields are correctly reflected on the subscription quote +3. Make sure the "Customer", "Customer contact", "Total term", "Effective dates", "Billing frequency/timing", and "Payment terms" fields are correctly reflected on the subscription quote. 4. Insert the correct "Quantity", "Total list price", "Distributor price", and "Effective price" in the table. If a discount is applied to the quote, insert the appropriate ISO date in the "**Discount.**" term at the bottom of the page. 5. Insert the total effective price in the "Total amount (USD)" field and send the quote.