System Design Process Checklist - Sales Reps

Goal: Provide A simplified list of the steps in the System Design Process for Sales Rep Reference - Tiers 1 & 2

Sales Reps/Deal Owner Create a Deal - A Deal Must be Created
1. "New Deal" must be replaced with a Unique Deal Name
2. Valid Close Date
3. Do NOT Request Design Support at this point
4. Add the Design SKU for the decided tier
5. Add Associated Contacts
Attach Files to Deal - Do NOT send directly to design engineer
Sales Rep Create Quote
1. Add Design SKU if not added already
2. Add Tiered Discount when applicable
3. On the Quote Template Page:
  1. DESIGN PAYMENT in front of the quote title (instead of final)
  2. Add the Purchase Terms into the Purchase Terms Box for Operations
Send quote to Customer requesting payment
1. They will not be billed / invoiced until they receive their completed design files
2. Once payment is received, the invitation to schedule the consultation will be sent
  1. Sales Reps will be notified of email delivery
  2. Sales Reps will also be notified when the consultation is booked
When Consultation is complete, Sales Rep will receive an email notifying them with the estimated completion date for the design files
When the Design Engineer completes the Design:
1. The files will be added to google drive
2. The file link will then be added to the deal under the service projects tab
3. Design engineer will select design completed
This will then trigger an automatic email to be sent to the Sales Rep/Deal Owner containing the file link(s)
The customer will then receive a different version of the email (customer facing) with their design file link(s)
Ops will be assigned a task to approve and bill the design service payment Sales Order
Ops will update the Deal Stage back to Quote Provided
When you go to Quote the bill of materials you will:
1. REMOVE the Design SKU (We already have an SO for this)
2. REMOVE the DESIGN PAYMENT text from the quote title
Proceed as usual