Update Products in SF + improve process with Data Products & Product Templates & PS

[ruipperez]

• [x] Update all Data Products to ensure description is ALWAYS included in Customer Quotes

• [x] Update Description for Templates (Site Selection & OOH) - Descriptions to be validated with Jamie & Legal TIER1 Look & Feel Additional variable : TBD TIER2 Look & Feel Additional variable : TBD Dataset included: TBD Data Preparation & Integrations: limited to the 3 default datasets (assets, sales & competitors). TIER3 Look & Feel Additional variable : TBD Dataset included: TBD Customization of predictive models: Enhancement of models using the customer’s own data. A bucket of hours to enhance existing models.

[ruipperez]

• urls corrected for Docusign on Data T&Cs links

[ruipperez]

@JamieWoolley for visibility

[ruipperez]

Working with Legal on the follwing:

1. SOW compulsory when PS included in OF Professional Services description: Belén to provide Process to request SOW/PS addendum: Laura to review - slack channel? SOW Generic Terms included in carto.com/legal (updated?) - Legal to check

2. Templates - OOH & Site Selection Generic terms applicable to all Tiers (linked like Data terms on the SF products) +Addendum with custom features (if required)

[ruipperez]

Update here: Terms for Site Selection templates approved and added in SF.

[ruipperez]

Update here.

NEW process when PS or Custom/Managed Solution involved:

1. @paulajp23 checks in Solutions section> Prof. Services Required and includes a link to SOW template on the opportunities required
2. An email alert is triggered to Legal & Opp Owner advising that a SOW is required.
3. Troops alerts created for Legal to be fired on #legal-signals (criteria can be checked in the Troops tracker: https://docs.google.com/spreadsheets/d/18k46PIh45IHru5dxVzXNfereSF6D2bFxhvYnbb79NWk/edit#gid=227038013