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40 changes: 40 additions & 0 deletions src/handbook/sales/engagements.md
Original file line number Diff line number Diff line change
Expand Up @@ -158,3 +158,43 @@ as evidenced by a PO or signed quote, is the sole determinant.
- Contract Start Date
- Company address
- Renewal Date

## Deal Approval Process (Deal Desk)
To ensure consistency and efficiency in our deal cycles, all proposals must follow the established Deal Desk workflow. This process covers the end-to-end journey from initial proposal creation through security review and final legal/contract execution.

### Overview of the Flow

#### Proposal Stage

Sales reps create proposals and determine if the deal structure (discounts, terms, payment schedules) is standard. Non-standard deals are routed to the CEO via Slack for approval.

```mermaid
graph TD
%% Nodes
Start["Is the deal structure standard?"]
AcceptProposal["Customer accepts the Proposal 'Agreed in Principle'?"]
Negotiate["Rep must negotiate with the customer"]
DealCriteria["Is there a discount?
Is the term > 1 year?
Payment terms > Net 30<br />"]
CEO["Route to CEO for Slack approval"]
Security["<b>Go to Security Process</b>"]

%% Connections
Start -- Yes --> AcceptProposal
Start -- No --> DealCriteria

AcceptProposal -- No --> Negotiate
AcceptProposal -- Yes ----> Security

Negotiate --> Start

DealCriteria -- No --> Security
DealCriteria -- Yes --> CEO

CEO -- Reject --> Negotiate
CEO -- Accept --> Security
**Security Review**: If a customer requires a security review, the AE coordinates between the customer's questionnaire and the CTO/Engineering team to provide approved answers.
**Legal & Contract Process**: This stage handles the Master Subscription Agreement (MSA). Depending on whether the customer accepts our standard MSA or requests minor/major redlines, the contract is routed to Legal (Amy) and/or the CEO for cost and term approval before final signature.

Please follow the detailed step-by-step routing and decision points outlined in the [Deal Desk Flow Document](https://docs.google.com/presentation/d/1dnv-x9YMHirI3ctVLl2paRScoTwgwWXdLn1rG3rlFbc/edit?usp=sharing)
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