Pick your support needs
Sales Strategy, Solution Engineering, General Sales Questions
Review the client's MSA to determine the correct selection. If Custom or Unsure the MSA needs to be attached.
Enter the Portal Activation date
Site, URL to Document, Platform, Ect
If none required, please add NA
The more detail the better!
Example: “I need updates to the Zendesk FAQs. The majority of the Partnership FAQs still mention PartnerStack. We need to update that information with Impartner content. I will attach a document with all copy changes that you will need to complete the changes. Please reply with any questions or concerns."
Example: "The purpose of this project is to provide clear and accurate information to our existing and prospective partners."
Example: "We can ensure that all partner-related questions are answered and live on the Zendesk Helpdesk by [insert date]."
Insert a supervisor or team lead
Example: "My prospect needs to better understand the security of our product."
Example: "This audience cannot receive an HTML email."
Example: "Please update this product one-pager with language more appropriate for a government agency. For example, use the words "agency" or "organization" instead of "business" and change the headline."
This will page the person who is on-call for the Engineering team. Only use this if the issue needs immediate attention. Please add any attachments to the Jira ticket.
Please describe the business context in which the data will be used. Please indicate your ideal timing for the request, especially if a hard deadline exists.
Include all desired fields and calculations.
If a report exists that’s a close match (or if you’re requesting a report update), please include a link.
Provide a link and either steps to replicate or a description of what data is being shown vs. what should be shown.
Time Spent in Hours Example: 2.5
Of the person who will have portal access
If Monthly give Monthly Price, If Annual give Anual Price
This is the date the credit card will be charged / date the invoice will be created in Chargebee
Any other relevant details for billing (ex. coupons, discounts, tax exempt)
Select the engineering team that this ticket should be assigned to
What product are you reporting an issue for?
Please include as many URLs/Websites as needed
Please enter a high level Subject title of the issue being experienced.
Please provide a description of the issue being experienced.
What page/pages it was occuring on, how to replicte, etc.