Managing Deal Settings

There are several settings for deals, which you can use to define how deals are managed as they progress through your sales cycle.

• Attachments - Whether a partner must upload file attachments to the deal when submitting it.

  There are three options:

  • Attachments Available (default) - The Attachments area displays for a deal in portal, with the upload of attachments optional
  • Attachments Required - The Attachments area displays in portal, with the upload of attachments required. A partner can't submit a deal if it doesn't include an attachment.
  • Attachments Hidden - The Attachments area doesn't display in portal if the deal doesn't include any attachments. If there are attachments on the deal, the Attachments field displays but without an Upload option for partners. This option allows suppliers to include attachments for their partners to see, but the partners can't add their own.

• Quote Template - The template to use to format the PDF generated when a partner chooses Download Quote for a deal in the portal.

  Note

  Users will see the Download Quote option for a deal if:

  • a quote template is available for the deal type (or for all deals).
  • the deal is linked to an account.

• Deal Line Item Portal Listing - Specify which data fields are shown as columns in the Deal Line Items table, when partners are reviewing their deals in the partner portal.

  Select the data fields (standard and custom Deal Line Item fields) from the dropdown.

  Each one is added to the end of the list - drag and drop the fields to provide the required column order.

  

  Deals with line items will show the column arrangement in the portal:

  

• Require Line Items - Whether a partner must add line items to a deal before submitting it.
• Require Contacts - Whether a partner must include a contact or contacts for a deal when submitting it.
• Email Sales Rep on Stage Change - Whether to send a notification to the assigned/default Partner Sales Rep when the stage of a deal is changed.
• Reapproval after Edit (if enabled) - Whether a deal needs supplier approval after being updated by the partner. If set, a partner can update a deal by adding line items after the deal has been submitted. If they make a change, the Deal is reverted to Pending status and the supplier must approve it again.

• Send a reminder email x days before the expected close date (if enabled) - The number of days before the expected close date of the deal at which the Sales Rep associated with the deal will be sent a reminder of the approaching close date.

  This option needs to be enabled on your system - submit a request to your Unifyr One team if you need to use it.

• Require Multi-partner Approval (if enabled) - Whether to request that the named co-seller must approve/reject a multi-partner deal registered by a partner.

  Available if your system supports multi-partner (co-selling) deals and approvals.

  The Co-Selling and Multi-Partner Deal features need to be enabled on your system - submit a request to your Unifyr One team if you want to work in this way.

  For more information, see Defining your Partner Co-Sellers and Multi-Partner Deals.

• Enable Deal Auto Expiration - The number of days after which a deal will automatically expire.

  Enable the option, then enter the number of days (up to 730) in the Auto-expire pending deals xx days after registration field.

  • Expiry is applied to pending deals only - deals that you've approved or rejected won't expire under this rule.
  • Closed deals (Closed Won or Closed Lost stage) won't expire under this rule.

You can manage these settings for deals in two ways, when working in   > Settings > Forms & Fields > Deal Types:

• If deal types are in use - configure the settings for each individual deal type, when creating the type. Each deal type can have different values for the settings.

  For more information, see Adding Custom Deal Types.

• If deal types are not in use - click the Settings button in the Deal Types page to open the Deal Options page and configure the settings there.

  

  Settings made here will apply to all deals.

  

  If deal types are in place/available, using the settings from here will have no effect. You must still configure the settings for each individual deal type.