From 77c4c41fdd6ca8eee04a2b24b216290879670a02 Mon Sep 17 00:00:00 2001 From: Scott-Sowers-PostHog Date: Sat, 8 Feb 2025 12:01:55 -0800 Subject: [PATCH 1/3] Added instructions for QuoteHog to the contracts page --- contents/handbook/growth/sales/contracts.md | 12 +++++++++++- 1 file changed, 11 insertions(+), 1 deletion(-) diff --git a/contents/handbook/growth/sales/contracts.md b/contents/handbook/growth/sales/contracts.md index db9ae34db819..448487754d5a 100644 --- a/contents/handbook/growth/sales/contracts.md +++ b/contents/handbook/growth/sales/contracts.md @@ -22,7 +22,17 @@ Anyone on a monthly plan simply agrees to our [Terms](/terms) and [Privacy Polic ## Pricing calculator -While we have a transparent pricing available, you'll need to use our [pricing calculator](https://docs.google.com/spreadsheets/d/1ynNM9tbWsWki2Q0vhwCV0iYNtJ1NHz4eXtUvZDw_sjA/edit?usp=sharing) (internal only) for customers with very high volumes or bespoke needs. +While we have a transparent pricing available, you'll need to use [QuoteHog](https://quote.posthog.net) (internal only) for customers with very high volumes or bespoke needs. + +Quotes can be shared externally or embedeed in Trumpet by clicking the Dot Menu from a Quote and then clicking "Share" + +To view Stripe reported usage and spend for an existing customer, or to connect a Quoteto a Salesforce Opportunity or Account, first connect QuoteHog to Salesforce from your [Profile page](https://quote.posthog.net/profile). + +Be sure to always click the "Save" button after making changes to a quote. + +If someone asks for a PDF version of a quote, you can view the external version and then print it to PDFfrom there. + +The legacy pricing calculator is available [here](https://docs.google.com/spreadsheets/d/1ynNM9tbWsWki2Q0vhwCV0iYNtJ1NHz4eXtUvZDw_sjA/edit?usp=sharing). ## Discounts From 006e269f1bb60f416f7dbfbb079868e46b09d5de Mon Sep 17 00:00:00 2001 From: Ben Bradley <38007189+bendbradley@users.noreply.github.com> Date: Sun, 9 Feb 2025 07:33:13 -0600 Subject: [PATCH 2/3] Update contracts.md Made some small edits, some sentence tweaks and added some narrative around what you see upon login. --- contents/handbook/growth/sales/contracts.md | 18 +++++++++++------- 1 file changed, 11 insertions(+), 7 deletions(-) diff --git a/contents/handbook/growth/sales/contracts.md b/contents/handbook/growth/sales/contracts.md index 448487754d5a..a56dd5a31e05 100644 --- a/contents/handbook/growth/sales/contracts.md +++ b/contents/handbook/growth/sales/contracts.md @@ -20,19 +20,23 @@ Payments for annual plans are via Bank Transfer only (no checks). Anyone on a monthly plan simply agrees to our [Terms](/terms) and [Privacy Policy](/privacy) when they sign up. -## Pricing calculator +## QuoteHog pricing calculator -While we have a transparent pricing available, you'll need to use [QuoteHog](https://quote.posthog.net) (internal only) for customers with very high volumes or bespoke needs. +While we offer [transparent pricing available to all](/pricing), you are able to use [QuoteHog](https://quote.posthog.net) (internal only) for customers who need a "formal quote," or who have very high volumes, or otherwise have bespoke needs. -Quotes can be shared externally or embedeed in Trumpet by clicking the Dot Menu from a Quote and then clicking "Share" +You sign into QuoteHog via your PostHog Google account/SSO. Upon login, you will see a list of quotes that have been prepared, sorted by the date created. You can access a previously created quote, or create a new quote with the "New Quote" button at the top right. -To view Stripe reported usage and spend for an existing customer, or to connect a Quoteto a Salesforce Opportunity or Account, first connect QuoteHog to Salesforce from your [Profile page](https://quote.posthog.net/profile). +The quoting interface is intuitive and, of course, uses the same pricing we display publicly. We should feel free to involve a customer in creating a quote if the opportunity presents itself and you think it would build trust. -Be sure to always click the "Save" button after making changes to a quote. +Quotes can be shared externally or embeded in Trumpet (or any other external source) by clicking the Dot Menu from a Quote and then clicking "Share" -If someone asks for a PDF version of a quote, you can view the external version and then print it to PDFfrom there. +To view Stripe reported usage and spend for an existing customer, or to connect a Quote to a Salesforce Opportunity or Account, first connect QuoteHog to Salesforce from your [Profile page](https://quote.posthog.net/profile). -The legacy pricing calculator is available [here](https://docs.google.com/spreadsheets/d/1ynNM9tbWsWki2Q0vhwCV0iYNtJ1NHz4eXtUvZDw_sjA/edit?usp=sharing). +If someone asks for a PDF version of a quote, you can view the external version and then print it to PDF from there. + +The legacy pricing calculator is available [here](https://docs.google.com/spreadsheets/d/1ynNM9tbWsWki2Q0vhwCV0iYNtJ1NHz4eXtUvZDw_sjA/edit?usp=sharing) (internal only). + +> Be sure to always click the "Save" button after making changes to a quote. QuoteHog does not autosave. ## Discounts From dcc7dd77303171c12010372b4cd8ff245facf690 Mon Sep 17 00:00:00 2001 From: PostHog Date: Sun, 9 Feb 2025 13:34:27 +0000 Subject: [PATCH 3/3] Fix typos --- contents/handbook/growth/sales/contracts.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/contents/handbook/growth/sales/contracts.md b/contents/handbook/growth/sales/contracts.md index a56dd5a31e05..ef8a3e58f39a 100644 --- a/contents/handbook/growth/sales/contracts.md +++ b/contents/handbook/growth/sales/contracts.md @@ -28,7 +28,7 @@ You sign into QuoteHog via your PostHog Google account/SSO. Upon login, you will The quoting interface is intuitive and, of course, uses the same pricing we display publicly. We should feel free to involve a customer in creating a quote if the opportunity presents itself and you think it would build trust. -Quotes can be shared externally or embeded in Trumpet (or any other external source) by clicking the Dot Menu from a Quote and then clicking "Share" +Quotes can be shared externally or embedded in Trumpet (or any other external source) by clicking the Dot Menu from a Quote and then clicking "Share" To view Stripe reported usage and spend for an existing customer, or to connect a Quote to a Salesforce Opportunity or Account, first connect QuoteHog to Salesforce from your [Profile page](https://quote.posthog.net/profile).