Quote to Cash Documentation

Important Links Internal

• L&R Notice Board
• Need Access to CustomersDot?
  • to get a login to the CustomersDot, by opening an access request; remove all systems in the list except for the CustomersDot row. Make sure to save these credentials as distinct from your regular GitLab credentials.
• Need Access to the Version Application?
  • to get a login to the version application, open an access request and remove all systems in the list except for the row for GitLab DEV which you will use to OAuth into the application. Make sure to save these credentials as distinct from your regular GitLab credentials.
• Kyla’s Quote Creation Videos
• Support: Common Licensing, Transaction and Billing Troubleshooting
• Sales Enablement Renewal Doc
• How to create a quote
  • new subscription quote
  • amend subscription quote
  • renew subscription quote
• Quote Approval instruction
• Good resource of helpful links from CSMs
• How GitLab.com Subscriptions Work

Important Links for Customers and Prospects

• Resources for Prospects who are trialing and need direction
  • Get started with GitLab
  • GitLab epics
• Instructions on how to renew self-managed
• Customer Facing: Licensing, Renewing, and Subscription FAQ
• Subscription Setup and Management (user facing)

True-Ups, Adding Seats, Users

User Counts: True Ups, Add-ons, Users Over License

What is a True Up?

A true-up is a back payment for a customer going over their license count during the previous year. We use the true-up model so that the license never becomes a barrier to adoption for the client.