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Initiate the Order

In Salesbricks, navigate to Orders and click “New order.” Choose the order intent: New subscription: Create a fresh agreement for a customer. Existing subscription: Upgrade, renew, or recast an existing agreement.

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Customer Details

Customer name: The name of the customer.
Salesbricks streamlines data entry by pulling records directly from your connected CRM (e.g., Salesforce or HubSpot).Customer: Search for an existing account from your CRM. Any fields mapped from Salesbricks to your CRM will be synced to the associated customer.Customer legal name: You may provide the customer’s legal name to be displayed during checkout, as well as on the front page of the order form PDF.CRM opportunity: A search field to pull the opportunity or deal from your CRM. Data from this order will be synced to the associated opportunity or deal in your CRM.
Pre-populating other customer info (address, point of contact, etc.) is optional. Your customer will have the opportunity to complete these fields during checkout.
Account representative: The team member who is in charge of managing the order. Account co-owners: You may assign other users who will manage this subscription, in addition to the account representative. Order description: Brief description of the order.

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Deal Structure

This section defines the timelines and billing logic for the agreement: Start date and Contract period (number of months): The end date will update dynamically based on your selections. Billing frequency: How often would you like this customer to receive invoices? Choose one of the following options:
  • Monthly
  • Quarterly
  • Semi-annually
  • Annually
  • All upfront
Currency: Select one of the currency options supported by your company. New orders default to USD.
You may update your supported currencies under Settings -> Finance.
Payment terms: How many days after the billing date will an invoice be considered past due? Choose one of the following options:
  • Due on receipt
  • Net 10 (Due after 10 days)
  • Net 15 (Due after 15 days)
  • Net 30 (Due after 30 days)
  • Net 45 (Due after 45 days)
  • Net 60 (Due after 60 days)
  • Net 90 (Due after 90 days)
First charge/invoice date: When would you like this customer to be charged/invoiced for their first payment? Choose one of the following options:
If the customer checks out via order form:If the customer checks out via electronic payment:
Contract start datethey will receive the invoice on the declared “Start date”they will be prompted to enter their payment info (credit card or ACH) during checkout, and their payment method will be charged on the declared “Start date”
Checkout datethey will receive the invoice immediately upon signing the order form and completing checkoutthey will be prompted to enter their payment info (credit card or ACH) during checkout, and their payment method will be charged immediately upon completing checkout
The first charge/invoice date applies whether the customer completes checkout, or you close the order manually.

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Product

Product: Select the product for this order. Plan: Select the plan for this order. Add-ons: Add the desired bricks to this order.

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Discounts

Sales discount: Discounts which carry over to the next agreement. One-time discount: Discounts which only apply to this specific agreement, and do not carry over to the next agreement. Expiration date: When should this discount expire? Minimum spend: The minimum TCV required for the discount to apply.

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Agreements

Terms and Conditions: Your Master Service Agreement. When you create a new Order, Salesbricks automatically includes the terms document you uploaded in the Settings page. Commercial Terms: Any terms specific to this order.
If you need to adjust and redline your terms, click on the download cloud button, redline the terms with your prospect, and then click the upload cloud button to attach the clean terms to the Order.
Renewal Type: Choose one of the following options:
  • Auto-renewal (Renews when contract expires)
  • Mutual (Buyer must agree to renewal)
Renewal contract period: if the current order autorenews, it inherits the current contract length by default. You may override this by specifying a contract length for subsequent renewals.

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Share the Order

After you save the order, click on the Share order button to email the link to your customer, or to copy the URL to your clipboard. Your customer has the opportunity to review the order and request changes, or approve and continue on to checkout and closing the deal.
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