Deal Notification Form

Please attach a signed Letter of Authorization (LOA) in the 'Attachments' field below.

PARTNER INFORMATION

Partner Company Name*
Your Company Name

Partner Contact Name
First and Last

Partner Contact Company Email Address

Partner Contact Phone Number

CONNECTOR / PRODUCT INFO

Connector/Product Name*

End Point System
For example: SAP, Oracle, NetSuite, QuickBooks, etc.

Concur Expense or Invoice

CUSTOMER INFORMATION

Customer Company Name*

Customer Contract Start Date*

Customer Contract End Date

Customer Contact Name*
First and Last

Customer Contact Email Address*

Customer Contact Phone Number

REVENUE SHARE INFORMATION

Revenue Type*

Annual Contract Revenue Amount*
Annual contract revenue billing amount (i.e $50,000) to end-customer. (Note: Please put your revenue share here and Concur will calculate its own share)

Minimum Annual Commitment Amount (ACE Only)
If you're a member of the ACE program, please provide the Minimum Annual Commitment Amount.

Other Services Revenue
Total revenue amount of non-connector services sold.

CONCUR INVOLVEMENT?

Concur Referred?*
Did a Concur Representative refer this lead to you?

Concur Rep Name
If Concur Rep referred, please enter name (first & last)

DEPLOYMENT / CONFIGURATION

Deployment & Configuration Type*
Partner-Led/Self guided (No assistance from Concur is needed)

Concur-Led, project queue timeline is 4-6 weeks (Concur assistance is needed)

LETTER OF AUTHORIZATION (LOA)

Please attach a copy of the LOA relevant to this deal.

ADDITIONAL INFORMATION

Additional Comments

Expectations with Clients
Test environments do not support partner applications. As with any other configurations changes, clients have the ability to deploy with test users which control access to the new functionality.

Concur does not charge fees for partner applications. The vast majority of our deployments do not require extensive configuration. However, if the client requires extensive configuration of the Concur system (moving data between fields, new forms or extracts, etc.) the client may be notified that their project has exceeded the standard scope for configuration and will be billed at a rate of $250/hr.

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