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Option 1: Submitting After Receiving Signed Documents
Wait for completed and signed documents from the customer.
Proceed to submission steps once documents are received.
Option 2: Requesting OSS Team to Create Documents
Scroll down to the Order Processing Notes section.
Add a note for the OSS Team stating your expectations. Example:
“Please create docs and return them to me. I will get them signed.”
OSS will either:
Send documents to you (the Rep), or
Send documents directly to the customer.
✅ Preparing to Submit the Deal
1. Review All Tabs
Use the left-hand taskbar to go through each applicable tab.
Ensure all fields are fully completed and accurate.
Double-check everything to avoid post-submission corrections.
2. Run the Win Helper
This tool helps validate your deal setup.
If errors appear:
The Win Helper will identify the issue and guide you to the correct page.
Example: If it says “Set contract type,” click the button to open the Contracts page and fix it.
Rerun the Win Helper after making corrections.
🚀 Submitting the Deal for Review
1. Click “Submit for Review”
Prio will prompt you with validating questions.
2. Validate Customer Payment
Confirm that the payment details are correct.
3. Answer Deal Questions
Respond to a series of questions about the deal.
Complete them to the best of your ability.
4. Pricing Guidance
You’ll be asked:
“Was the pricing guidance built into Prio used?”
If not, explain how you arrived at the pricing.
Fill in any additional notes as needed.
5. Final Submission
Click Submit.
The deal enters the Pending Validation Pipeline.
The OSS Team will pick it up and move it forward.