Sales glossary

    What is the paper process in sales?

    The paper process is the legal, security and procurement steps that turn a buyer's verbal yes into a signed contract.

    What the paper process covers

    Once a buyer has decided to go ahead, the purchase often still has to pass through several formal steps. Common ones include a procurement review, a security or data protection questionnaire, legal review of the contract, setting the seller up as a new supplier and the final signature, sometimes in a fixed order with named approvers. The paper process is the P that MEDDPICC adds to MEDDIC, because so many deals that look certain slip here rather than in the sales conversation itself.

    Example

    After a strong demo, a rep asks what happens once the team decides. She learns that every new supplier needs a security questionnaire, a legal review and the CFO's signature, and that legal works through contracts in the order they arrive. She sends the questionnaire that week and gets the contract into the legal queue, so the deal is ready to sign by the planned date.

    Why it matters

    Deals that everyone expects to close this month often slip because nobody asked how long legal review takes or who signs. The paper process is also where new people appear, such as a procurement manager measured on savings, who can reopen the price discussion. Mapping it early means you can start the slow steps alongside the commercial ones, set a realistic close date and avoid surprising your champion with a request they can't meet.

    How to practice it

    Practice asking about the paper process before the proposal, without sounding presumptuous: 'Suppose you decide this is right. What happens between that decision and a signed agreement?' Then follow up on each step: who owns it, how long it usually takes and what they'll need from you. Practice the procurement conversation too, since it's often the first time price comes up again after your champion has agreed.

    Paper process: common questions

    What is the P in MEDDPICC?

    P stands for paper process: the formal steps, such as legal, security and procurement reviews, that a deal has to pass through before the contract is signed.

    When should you ask about the paper process?

    Once the buyer agrees there's a problem worth solving and is seriously evaluating options, usually after discovery and before the proposal. Asking then gives you time to start the slow steps early.

    Practice it before it counts

    Run the call this term describes against an AI buyer and get it scored after you hang up. 250 free credits, no card.