Tableau Ordering Instructions

Stanford University does not have a centrally funded purchase agreement for Tableau. License pricing with our education discounts (25% off) are as follows:

Tableau Creator: $675 per user, billed annually

Tableau Explorer: $378 per user, billed annually

Tableau Viewer: $135 per user, billed annually

For more information on the various Tableau licenses click here

 

Please follow the process outlined below to request a Quote for a new purchase or renewal.

NEW PURCHASES:

STEP 1: Request a quote. Copy the template below into an email and send it to: tableauorders-request@lists.stanford.edu

REQUEST TEMPLATE (copy and fill in):
       1.  Business unit / school:
       2.   Deployment type (New or Add to existing? If you do not know, choose New):
             If adding to existing, provide:
                - Deployment name ("Stanford Account ##"):
                - Renewal / co-term date:
                - Confirm the admin listed for that deployment is correct:

        3.   License quantity, type, and user name(s) (This is usually for Creator licenses, e.g., 2 Creator licenses for jane@stanford.edu and john@stanford.edu):

        4.   Billing contact (full name and email) Required if you are not the billing contact. This person receives the invoice and is responsible for payment, so please make sure it is accurate:
        5.   Auto Renew (Y/N)(Indicate in this section if you would like auto renew or not. If you choose auto renew for your license(s) you won't need to get an Order Form signed again to renew your license(s). You will receive automatic emails 120, 90, and 60 days in advance of your renewal to opt out. You will need to keep track of your license renewal date if you choose to auto renew and upload the invoice for your license for payment if you want to continue the license):

        6.   Payment method: Purchase Order (SEE STEP 2)

STEP 2:

Once you receive a quote from STEP 1 above, *IF YOU ARE IN UIT, please submit a SNOW ticket here for ITVM to process the request

For *ALL NON-UIT users please follow Stanford Procurement process to submit a contract request in SmartMart Contracts

Copy our Stanford Account Executive/Tableau Specialist:  Meghan Roberts meghan.roberts@salesforce.com on all communications. 

 

RENEWALS:

Email Renewals Manager: Sim Shah, sim.shah@salesforce.com and copy our Stanford Account Executive/Tableau Specialist  Meghan Roberts meghan.roberts@salesforce.com

Please include the following information:
       i.    Current PO
       ii.    Dates of the renewal (license term)
       iii.    Number of licenses
       iv.    Review the billing contact for accuracy

 

Please review the Quote/ Order Form for accuracy before submitting a ticket to ITVM (for UIT orders) or placing the order. The Billing Contact Name and Email should be the contact who will receive the invoice(s).

If you encounter any issues with your Tableau quote request or Tableau order, please high importance email our rep again Meghan Roberts.