💼 Opportunity
Cloudflare Enterprise Renewal | Acme Corp | Q125
Account Name
Acme Corp ↗
Opportunity Owner
Sarah Chen
Type
New Business
Plan
Enterprise
ACV
$240,000
Contract Close Date
12/31/2025
Negotiation / Review
Booking Ready
Closed
⚠️ Purchase Order Is Required — Submit Purchase Order Case
Details
Forecast
Deal Review
Partners
Solution
People
Contract Lifecycle
Operations
Activity
✨ Customer Advocacy
More ▾
▼ Overview
Opportunity Owner
Sarah Chen
✏
Account Name
Acme Corp
✏
Primary Contact
James Mitchell
✏
Type
New Business
✏
Probability (%)
90%
✏
Close Date
12/31/2025
✏
ACV
$240,000
✏
Opportunity TCV
$240,000.00
✏
Solution Area
Zero Trust
✏
Next Step Due Date
—
✏
Next Steps to Win
—
✏
▼ Notes
AE Notes ℹ

11/15 SC - Customer confirmed budget approval. Awaiting final legal sign-off on MSA redlines.

11/8 SC - Call with James Mitchell (CTO). Positive on Zero Trust deployment.

10/22 SC - Submitted revised pricing. Customer requested 90-day payment terms.

✏
✨ Customer Advocacy
🎯
Customer Advocacy Portal
wins.tools.cloudflare.dev · Salesforce Canvas
Passed via signed request
Acme Corp · OPP-2024-0847
AE: Sarah Chen · Negotiation/Review
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Seller Guidance — Negotiation/Review
Goal: Complete and execute the Contract documentation, transition from pre-sales to post-sales team and submit for booking. See Booking Package Checklist for details.
Outcomes
  • Progress to Booking Ready Stage
Activities
  1. Order Form is approved and signed in Ironclad, or Purchase Order has been received from Customer or Partner
  2. Any other required Legal documents have been signed (ESA, RSA, Master Agreement, etc.)
  3. Submit PO Submission Case to the Rev Ops Support team with Purchase Order to be reviewed and validated by Rev Ops Support team
  4. Submit sales contract case with signed order form PDF if customer or partner signs order form outside of Ironclad (wet signature)
  5. If customer is signing PO exception form, create account-level "Account Purchase Order Exception" agreement type in account.
  6. When Order Form is approved and signed in Ironclad, and POEF is processed so that no PO is needed, move to Booking Ready stage.
  7. Update Closed won notes field
Booking Checklist
  1. Order Form
  2. Validated PO or approved POEF
  3. Post sales next steps
Related List Quick Links ℹ
💬Quotes (10)
⚖Cases (0)
📄Ironclad Contracts (0)
🔄Ironclad Workflows (2)
📋DSRs (0)
⭐Products (2)
🔧Product Features (0)
📦Product Consumptions (0)
🛠Professional Services (0)
👤Contact Roles (1)
🤝Partner Attach (1)
📎Notes & Attachments (0)
📊Opp Field History (6)
👥Opportunity Team (4)
💰Opportunity Splits (2)
📈FT/LT Attributions (3)
📉Product Usage Caps (2)
🎯Reference Requests (1)
📎Assets Attached (2)
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