Update index.html.md
@pmachle @daleb04 @wilsonlau @jhurewitz @annapiaseczna @csotomango
I am submitting this MR pursuant to our conversation on Monday (11/04). The summary of the changes are to highlight for direct purchases:
(i) Signature requirements on Order Forms are fundamental and if a customer refuses to sign it will trigger review / approval by both legal and finance with regards to the Customer PO--with approval needed from both groups. This will cause additional time for the deal to close, and therefore, it is in the best interest to always get the Order Form signed. I've included a brief summary below. However, please see the MR itself for more detail.
With respect to direct purchases:
(i) If an Order Form is executed by the Customer, GitLab review of the PO will be minimal, and the PO must include: a) the correct GitLab entity, b) the Quote No. found within the applicable Order Form, c) payment terms matching the Order Form, and d) line item description matching the Order Form.
(ii) If a Customer refuses to sign an Order Form the Sales Team Member must attach to the Opportunity: a. Reason(s) why the Customer is refusing; and b. Documentation (i.e., email thread) of the customer refusal. Once GitLab receives the PO it will be reviewed by both finance and legal.
i. If the Customer PO does not include any legal or finance terms, as determined by GitLab finance and legal, and includes: a) the correct GitLab entity, b) the Quote No. found within the applicable Order Form, c) payment terms matching the Order Form, and d) line item description matching the Order Form, GitLab may accept the Order Form and PO with no changes.
ii. If the Customer PO includes legal or finance terms, as determined by GitLab finance and legal, the Sales Team Member will be guided to direct the Customer to either (or both), (a) remove all references to such terms, and/or (b) insert the below language into their PO. They must also include: a) the correct GitLab entity, b) the Quote No. found within the applicable Order Form, c) payment terms matching the Order Form, and d) line item description matching the Order Form. Unless the information / steps are followed, GitLab will not accept any PO’s with terms if there is not an executed Order Form.
"Notwithstanding any of purchaser's standard terms and conditions set forth or referenced herein, this PO is governed by the GitLab Subscription Agreement, GitLab Professional Services Terms (as applicable) or other such software license and/or services agreement negotiated by the parties"