Manage efficiently your deals with a dedicated Powell Governance template.

Template settings

The following settings will be imported when you will create your template:

• Channels & tabs:
  • General
  • 1 🙏 Customer content - all content shared but the customer
  • 2 📆 Planning
  • 3 🛠 Technical review
  • 4 💲 Commercial discussion
  • 5 ☢ Competitors
  • 6 🧾 Proposal and legal
• Privacy: Private
• Classification: HBI
• Minimum number of owners: 2
• Guest allowed: No

• Tabs you can add: 
  • General: a SharePoint to display the sales department intranet page
  • 1 🙏 Customer content - all content shared but the customer: a website to display the public website of the company and a OneNote to keep the customer meeting notes
  • 2 📆 Planning: a Planner to organize and schedule the RFP process
  • 3 🛠 Technical review: a SharePoint page to centralize all the technical documentation that could be userfull for the RFP, a PowerPoint or website to have the product roadmap available in the channel
  • 4 💲 Commercial discussion: a Dynamics 365 page to have the access to the deal page in 1 click
  • 6 🧾 Proposal and legal: a SharePoint page to display the legal and pricing document and ressources
• Naming convention exemple: 🏆 RFP 🏆 | Location | [Team name]
• Profile exemple: Sales team
• Tags you can add: Location (choice), Business (choice), Product (choice)