How do I submit/check a Deal Desk for Exinda or GFI ClearView in the GFI Accounts Portal?

Situation

There are special circumstances for an upcoming deal and you need to request a discount.

Action

Note: This feature is only available for certain Partner accounts and is submitted via the GFI Accounts Portal (not the GFI Partner Portal)

EUC: If you have not provided us with the new EUC for the relevant Enduser, please make sure to submit it as soon as possible to avoid delays during the ordering process. Click here for more details and to download the latest blank EUC.

1. Log in to the Accounts Portal and follow the regular Exinda/GFI ClearView order process for your order
   Note: in step 3 make sure to change the Contract Effective Date to the current date of expiry because that is the date the license will be renewed from
   
2. Instead of completing the order in step 4, enter the requested discount amount in the Discount box and click Submit Deal Desk
   
   • Note: if you make changes in step 4 (for example, the quantity of one of the items), click the Preview Order button for the values to be updated and the Submit Deal Desk button will reappear.
   • Note: if you click any of the other buttons you will be met with the error "Discount can only be applied for Deal Desks". If you are trying to apply a preapproved promo code, please enter it in the  Promo Codes field instead.
3. In the dialogue box that appears, provide a detailed but concise description of the circumstances or reasons for the discount being requested; before clicking Confirm check the guidelines below
   
   

   Enhancing Your Deal Desk Submission: To help expedite your Deal Desk submission and increase its chances of approval, make sure to address the below:

   • Clarity and Relevance: Are the reasons for the discount clearly explained and directly tied to the success of the deal?
   • Market and Competition: Does the request consider current market conditions or competitive factors that support the discount?
   • Customer Value: Is there a clear explanation of the value the deal offers to the customer and to GFI Software?
   • Strategic Fit: Does the reasoning align with GFI Software's strategic goals and provide a demonstrable effort by the partner to contribute to the discount?
   • Risk and Mitigation: Are potential risks addressed, and are there strategies to mitigate them?
4. On the confirmation dialogue that appears click the Go to Deal Desk button to open the detailed Deal Desk page
   
   • Note: the confirmation dialogue includes the unique Deal Desk number starting with "DD-202"
   • Note: the Place Another Deal Desk button can be used to immediately submit another request (all submitted deal desks can be found by following the instructions in the note at the end of this article)
5. On the page that opens you will see the details of your request and the status of your request; initially, this will be yellow, pending approval:
   
6. Once examined, you will receive a notification that the deal desk has either been:
   • Approved: the request was well-supported, aligns with strategic goals, and makes a strong case so the discounted order can now be placed by using the promo code ADXX-## replacing "##" with the approved discount number
     
     Important Note: to avoid delays, make sure to include the approved Deal Desk number in the Special Instructions box in step 3 of the ordering process
     
   • Rejected: the request lacked clarity, relevance, or failed to justify the discount in the broader context so the order will have to be placed again without the discount option
     

Note: To find/check your deal desks, go to Manage > Orders > Deal Desk button and use the search box to enter the deal desk number.

If you do not remember your deal desk number, leave the search box blank and scroll through the list to locate it.

For other GFI products, there is an option to submit an approved order directly. This feature is currently under development for Exinda, GFI ClearView and GFI FaxMaker Online orders.