SalesOps Proposal Request
Seller
*
Please Select
channing.wendt
adam.benson
amanda.pearson
becca.mathews
brian.greer
brian.king
christy.choice
dan.davis
emily.buck
hannah.mlakar
joe.franco
josh.mcalister
julie.strokos
justin.chiaro
madelina.bowling
michele.smelko
rachel.henning
robert.peckham
tara.bush
teresa.krimbill
Document Type (Select all that apply)
*
Company Name
*
Sugar Link
*
Entity Type
*
Please Select
For Hire
Private Fleet
Other
Prospect Name
*
Prospect Email
*
example@example.com
Is this person an authorized signer on behalf of their company?
*
Please Select
Yes
No
Unknown
*Be sure to provide an authorized signer when this opportunity closes!*
Account Current Billing Frequency
Month to Month
Annual Monthly
Annual Full Pay
Opportunity Info
*
Reason for Quoting Safety Management
MRR Total
UC Conference Registration (evergreen): will add $200 to CORE
Does this CLIENT have someone registered for UC?
*
Yes
No
Are all opportunities updated in Sugar?
Expected Billing Date
*
-
Month
-
Day
Year
Date Picker Icon
Number of Trucks
*
All Other Notes / Misc Requests
Seller Email
Save
Submit
Should be Empty: