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Akanksha Shukla
akanksha.shukla+1@stratavar.com
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How to pick and process contract items due for renewal - Renewal Project Console
Published July 9th, 2025 by Akanksha Shukla
Introduction The Partner Renewal Workspace (PrW) simplifies contract renewals by breaking them into clear workflows. As a Renewal Engineer, once you’re assigned a renewal project by the Renewal Manager, your next step is to review Internal Contracts (ICs) within that project and prepare them for further action such as asset list creation, export fo
How to Import BoM Files into PqW via Distributor APIs (Ingram, TD SYNNEX, etc.)
Published January 20th, 2026 by Akanksha Shukla
Introduction StrataVAR Partner Quoting Workspace (PqW) supports importing Bills of Materials (BoMs) from distributors such as Ingram, TD SYNNEX, and other supported partners through API-based integrations. This article explains how to import distributor-provided BoMs into PqW, from launching the workspace through verifying a successful import. Why
How to process the vendor quotes in PrW for subscription renewal
Published November 24th, 2025 by Akanksha Shukla
Introduction Once subscription data has been validated and Pricing Requests have been shared with vendors, the next step in the renewal workflow is to receive the vendor quote and link it to the Subscription Renewal Project in PrW. This ensures that customer-facing quotes are built with accurate vendor pricing, and the project moves smoothly toward
How to Prepare and Share Subscription Data for Vendor Pricing
Published November 19th, 2025 by Akanksha Shukla
Introduction Once customer validation is complete, the next step in the subscription renewal workflow is preparing the confirmed subscription data for vendor pricing. As a Renewal Engineer, you will export the finalized quantities and terms from PrW into the Price Request template and then share this file with vendor teams for pricing review. This a
PrW End to End WorkFlow
Published April 21st, 2025 by Akanksha Shukla
Introduction Partner Renewal Workspace (PrW) is StrataVAR’s solution designed to simplify and centralize the renewal process for expiring contracts. It brings together distributed data, automates handoffs between teams, and streamlines multi-vendor renewals into a single, cohesive workspace. About Renewal Management Renewal management can often b
How to Modify Subscription Term
Published February 3rd, 2026 by Akanksha Shukla
Introduction Modified Subscription Deal Registration (MSDR) enables partners to modify an existing subscription after it has already started. These modifications can include price changes, quantity changes, additions, or removals of subscription items. MSDR support in PqW ensures accurate pricing, billing impact, and customer charges based on what
How to Assign Ship-to Address to PqW Quotes
Published February 16th, 2026 by Akanksha Shukla
Introduction In many sales scenarios, different products within the same quote may need to be delivered to different customer locations. The Ship To Assignment feature in StrataVAR PqW allows you to: Assign delivery locations at the Box level Control shipping per major product grouping Automatically propagate delivery addresses to related items En
How to Import BoM via CCW-R Quotes
Published January 20th, 2026 by Akanksha Shukla
Introduction StrataVAR Partner Quoting Workspace (PqW) supports importing Cisco renewal Bills of Materials (BoMs) from Cisco Commerce Workspace – Renewals (CCW-R). CCW-R quotes often contain very large volumes of line items, ranging from thousands to hundreds of thousands of records. Due to this scale, CCW-R imports follow a batch-based, non-intera
How Pricing Rules Are Applied During Quote Creation
Published February 9th, 2026 by Akanksha Shukla
Introduction Pricing in StrataVAR Partner Quoting Workspace (PqW) is applied automatically during BoM import and quote creation using a structured hierarchy of pricing rules. These rules ensure pricing consistency, reduce manual effort, and enforce organizational pricing policies across all quotes. This article explains: Where pricing comes from Whi
How to Identify & Prioritize Subscriptions for Renewal
Published October 28th, 2025 by Akanksha Shukla
Introduction Partner Renewal Workspace (PrW) is StrataVAR’s renewal management solution that provides a unified platform to handle complex, multi-vendor subscriptions renewals efficiently. It connects siloed systems, offers visual insights, and enables seamless collaboration between Renewal Managers and Engineers. In this tutorial, we focus on the s
How to populate renewal data and create asset lists
Published August 5th, 2025 by Akanksha Shukla
Introduction In the previous article, we explored the Internal Contract Console, where you reviewed IC-level details and actions to perform for individual internal contracts. Also, you navigated into the item-level view for the selected internal contract. This article continues from there and shows how you, as a Renewal Engineer, can: View item-leve
How to Assign Suppliers to Quote Items
Published February 15th, 2026 by Akanksha Shukla
Introduction In many quoting scenarios, it is important to define which manufacturer or supplier is associated with each product in a quote. Supplier Assignment in StrataVAR PqW allows you to: Assign a manufacturer or supplier at the Quote level Ensure consistency across related items Automatically propagate supplier values within a Box Update spe
How to Access and Navigate the PqW Interface
Published December 29th, 2025 by Akanksha Shukla
Introduction StrataVAR Partner Quoting Workspace (PqW) is launched contextually from Salesforce Org. This article explains: How to access PqW for new and existing quotes Where PqW fits within the Salesforce quoting flow How to navigate the main sections of the PqW interface once it is launched This article does not cover how to perform quoting actio
How to Export Two Linked CCWR Quotes into One File
Published February 22nd, 2026 by Akanksha Shukla
Introduction In renewal scenarios where multiple CCWR codes or large volumes of line items are involved, you may need to export a linked (combined) quote file instead of individual detailed codes. This article explains: When to export a linked quote How to select the correct template What happens during background export How to troubleshoot export b
How to do Bulk Operations in a Quote
Published February 3rd, 2026 by Akanksha Shukla
Introduction The Bulk Edit feature in Edit Quote allows you to update the same field value across multiple quote items at once. This helps you apply consistent changes—such as quantity updates, discounts, or pricing adjustments—without editing each line item individually. Bulk editing is especially useful for large quotes where multiple items requi
How to Adjust Item Pricing and Margins
Published February 9th, 2026 by Akanksha Shukla
Introduction After pricing, discounts, and margins are applied automatically during quote creation or BoM import, users often need to fine-tune values based on deal context, negotiation outcomes, or internal approval requirements. StrataVAR PqW provides powerful pricing adjustment capabilities directly in Edit Quote tab, allowing users to: Modify cu
How to Create and Link Quotes from Quoting Tool to Renewal Project
Published August 28th, 2025 by Akanksha Shukla
Overview After vendor pricing is collected, renewal quotes are generated in PqW. These quotes are linked back to Renewal Projects, updating PR Console stages from Created → Quoted → Won . Additionally, Purchase Order Assignment ensures that vendor PO numbers are mapped correctly, enabling the creation of the next generation of Internal Contracts. Pr
How to Use the Error Log in PqW
Published February 11th, 2026 by Akanksha Shukla
Introduction The Error Log in StrataVAR PqW is a history-tracking feature that records system-generated errors, warnings, and operational issues related to a record (such as a Quote). It helps users identify and troubleshoot issues that occur during quote-related operations such as: Export Quote, Import BoM, Processing calculations, Sales Order crea
How to pick and process contracts for Renewal- IC Console
Published July 28th, 2025 by Akanksha Shukla
Introduction In the previous step of the Renewal Engineer journey, you learned how to identify renewal projects in the Renewal Project Console and select Internal Contracts (ICs) for further processing. This article explains how to use the Internal Contract Console to: View and filter Contract-level details Export internal contract data for offline
How to Assign Internal Contacts to Accounts in PrW
Published December 1st, 2025 by Akanksha Shukla
Introduction This article explains how Renewal Managers can assign imported Internal Contracts (IC) records to the correct customer accounts using the Assign Contracts to Accounts Console. This step ensures that all maintenance contracts—especially those imported from vendor data feeds (e.g., Cisco, Ingram etc) or manual uploads—are correctly mapped
How to Identify and Prioritize Cisco True Forward Subscriptions for Renewal
Published October 29th, 2025 by Akanksha Shukla
Introduction This article explains how Renewal Managers can identify and prioritize Cisco True Forward subscriptions using the Cisco True Forward Renewal charts on the Subscription Dashboard. Cisco True Forward is a unique adjustment mechanism applicable only to Cisco Enterprise Agreement (EA)–based subscriptions, where customer usage is periodicall
How to Create New Version of Quote
Published February 7th, 2026 by Akanksha Shukla
Introduction During the quoting process, it is common to revise quotes, respond to customer feedback, or explore alternate scenarios. To support these workflows, PqW provides two distinct actions: Create New Version Save As New Although both actions copy quote data, they serve very different purposes and are used at different stages of the customer
Understanding PqW User Journey and Quoting Workspace
Published January 4th, 2026 by Akanksha Shukla
Introduction StrataVAR PqW operates within Salesforce (or as an embedded interface for non-Salesforce users) and provides a structured workspace for building, editing, pricing, and exporting customer quotes. This article introduces the PqW user interface and explains how its primary tabs, action panels, and data grids work together throughout the Q
How to create vendor price requests to get vendor quote
Published August 19th, 2025 by Akanksha Shukla
Overview We learnt in our previous article that the renewal engineer shares the exported asset list file with customer for their review and approval. Once the customer approves the asset list after review and changes, if any, the next step is to proceed with pricing where first step is to create a price request for the approved asset list items. Th
How to Create and Assign Renewal Project to Manage Subscription Renewals
Published November 3rd, 2025 by Akanksha Shukla
Introduction This article explains how Renewal Managers can create renewal projects and assign renewal subscriptions to Renewal Engineers from the Managed Subscription Console. The process is similar to how renewal projects are created for Maintenance Contracts. Renewal Managers analyze upcoming subscription renewals, group them under projects, and
How to Assign Subscriptions to Accounts
Published October 29th, 2025 by Akanksha Shukla
Introduction This article explains how Renewal Managers can assign imported subscription records to the correct customer accounts using the Assign Subscriptions to Accounts Console. This process ensures that all imported subscriptions—especially those brought in via Cisco API or manual imports—are mapped correctly to their respective accounts before
Glossary and Key Terms in PqW
Published December 22nd, 2025 by Akanksha Shukla
Introduction This article defines commonly used terms and concepts in StrataVAR PqW. These definitions are referenced across multiple help articles and are intended to provide quick clarification while working in the PqW interface. Key Terms No. Term Definition 1 Bills of Materials (BoM) A list of products, services, quantities, and pricing receive
How Renewal Engineers Manage Subscription Items for Customer Validation
Published November 19th, 2025 by Akanksha Shukla
Introduction Once subscription renewal projects are assigned to you, one of the first steps in the renewal execution process is reviewing the Managed Subscription items and preparing them for customer validation. This step ensures that SKUs, quantities, terms, and usage details are accurate before creating Asset Lists or sending items for pricing. I
How to Use Grouping in PqW to Group Quote Items
Published February 2nd, 2026 by Akanksha Shukla
Introduction The Set Grouping feature in Edit Quote allows you to organize quote items into boxes and hierarchical groups. Grouping helps structure complex quotes, making them easier to understand, modify, and present to customers. Using grouping, you can: Organize items into logical boxes Combine boxes into groups Create multi-level group hierarch
Overview PqW BoM Import Methods (API & File)
Published January 8th, 2026 by Akanksha Shukla
Introduction StrataVAR PqW allows users to import item lists from multiple external supplier sources and normalize them into Bills of Materials (BoMs). These BoMs form the foundation for building accurate, scalable quotes in PQW. Supplier item lists—commonly referred to as supplier quotes—can originate from Cisco systems, distributors, or internall
How to Import a BoM via External File (Excel & PDF)
Published January 22nd, 2026 by Akanksha Shukla
Introduction StrataVAR Partner Quoting Workspace (PqW) allows users to import Bills of Materials (BoMs) using external files when vendor or distributor API integrations are not available. This article explains how to import BoMs into PqW using Excel or PDF files, including what to verify after import to ensure the data is ready for quoting. Why Th
How to Add BoMs or BoM Items to a Quote
Published January 22nd, 2026 by Akanksha Shukla
Introduction After a Customer quote is created and StrataVAR Partner Quoting Workspace (PqW) console is launched, the next step is to add one or more Bills of Materials (BoMs) to the quote. This article explains: How to add entire BoMs to a quote How to add selected BoM items only When to use Quick Add vs Copy BoM Items What happens after BoMs or
Introduction to Partner Quoting Workspace (PqW)
Published December 16th, 2025 by Akanksha Shukla
Introduction StrataVAR Partner Quoting Workspace (PqW) is a quoting solution designed to help Value Added Resellers (VARs) efficiently transform vendor Bills of Materials (BoMs) into accurate, customer-ready quotes. PqW supports VARs operating in complex multi-vendor environments, where pricing, discounts, margins, and approval workflows must be man
How to identify and prioritize renewals using PrW Dashboard
Published May 21st, 2025 by Akanksha Shukla
Introduction Partner Renewal Workspace (PrW) is StrataVAR’s renewal management solution that provides a unified platform to handle complex, multi-vendor contract renewals efficiently. It connects siloed systems, offers visual insights, and enables seamless collaboration between Renewal Managers and Engineers. In this tutorial, we focus on the starti
How to Review and Export Pricing Requests for Vendor Quoting
Published August 27th, 2025 by Akanksha Shukla
Overview As we discussed previously, once an Asset List has been validated and a Pricing Request (PR) is created, the next step for a Renewal Engineer is to manage PRs in the Pricing Request Console. The PR Console is where you review Pricing Request details, export them in vendor-customized templates, and check the items included before sending the
How to Clone Multiple Items (Box-Level Cloning)
Published January 31st, 2026 by Akanksha Shukla
Introduction Cloning boxes allows you to quickly duplicate an existing box along with all its line items. This is useful when the same configuration needs to be repeated with minor quantity, pricing, or discount adjustments—without rebuilding the structure from scratch. This action preserves the box hierarchy and line items, enabling faster quote c
How to Manage Credits in PqW
Published February 24th, 2026 by Akanksha Shukla
Introduction StrataVAR Partner Quoting Workspace (PqW) supports handling Cisco commercial credits that are applied in addition to standard discounts on MSDR and other Cisco quotes. This article explains how credits are represented and used in PqW, including how they affect costs and margins, and how they are handled in the two credit modes: Merged
How to review Asset Lists and prepare them for customer validation
Published August 16th, 2025 by Akanksha Shukla
Introduction As mentioned in previous article, the asset list is created by grouping internal contract items together which are expired or due for renewal. Once we have asset list ready, the next step is to get the asset list validated from customer. In this article, we will discuss how a renewal engineer reviews the asset lists and proceed with val
How to import BoM files into PqW via Cisco API
Published January 13th, 2026 by Akanksha Shukla
Introduction StrataVAR PqW provides native integration with Cisco Commerce Workspace (CCW) to allow users to import Cisco Bills of Materials (BoMs) directly into the quoting workspace. This article explains how Cisco BoMs are imported into PqW using Cisco API integrations and where this step fits in the overall quoting workflow. Why This Is Needed
How to Review Assigned Subscription Projects
Published November 17th, 2025 by Akanksha Shukla
Introduction As a Renewal Engineer (RE), your workflow in the PrW Subscription module begins at the Subscription Renewal Dashboard. This dashboard provides a personalized view of only those subscription renewal projects that have been assigned to you by the Renewal Manager. In this article, you’ll learn how to: Understand your dashboard layout and a
How to Review and Manage Assigned Renewal Projects
Published September 1st, 2025 by Akanksha Shukla
Introduction Once a Renewal Project is created and assigned to a Renewal Engineer, the Renewal Manager continues to oversee the renewal lifecycle. This stage allows managers to review active projects, monitor their progress, re-assign users if needed, and ensure the correct contracts are part of each project. From this console, Renewal Managers can
Introduction to PrW Subscription
Published October 26th, 2025 by Akanksha Shukla
Introduction The PrW Subscriptions module in StrataVAR enables VAR teams to efficiently manage, track, and renew customer-managed subscriptions. Unlike one-time or term-based maintenance contracts, managed subscriptions involve recurring renewals, dynamic usage tracking, and periodic billing adjustments. This introductory article explains how PrW si
How to Identify and Review Assigned Renewal Projects
Published June 24th, 2025 by Akanksha Shukla
Introduction As a Renewal Engineer, your daily workflow begins with the Renewal Dashboard in the Partner Renewal Workspace (PrW). This dashboard provides a personalized view of contracts and renewal projects that have been assigned to you. In this article, you'll learn how to: Understand your dashboard layout and assigned data Use the 30/60/90-day c
How to assign Internal Contracts to a new or existing renewal project
Published June 12th, 2025 by Akanksha Shukla
Introduction This article walks you through the process of using the Assign Contracts to Project console in Renewal Manager. As a Renewal Manager, you’ll identify Internal Contracts (ICs), group them into Renewal Projects, and assign them to Renewal Engineers for execution. Previous Step: Identifying and Prioritizing Contracts Using the Dashboard Ne
How to Create a Customer Quote in PqW
Published January 22nd, 2026 by Akanksha Shukla
Introduction In StrataVAR Partner Quoting Workspace (PqW), a Customer Quote is the central record where Bills of Materials (BoMs), quote items, pricing, and calculations are assembled into a customer-ready quote. This article explains how to create a Customer Quote, using the two supported entry points: Creating a quote directly from an imported B
Introduction to StrataVAR PrW
Published April 17th, 2025 by Akanksha Shukla
Introduction Renewal management plays a pivotal role in customer retention and long-term revenue growth. As organizations scale, managing multiple contracts, expiration timelines, pricing requests, and renewals becomes increasingly complex. Manual tracking using spreadsheets or scattered systems leads to delays, missed opportunities, and revenue lea
How to Edit a Customer Quote
Published January 29th, 2026 by Akanksha Shukla
Introduction After BoMs or selected BoM items are added to a Customer Quote, the next step is to Edit tab in PqW console. The Edit tab is where users review quote content, make adjustments, and prepare the quote for pricing, validation, and export. This article explains: How to navigate and understand the Edit Quote console What information is disp
How to Export a Quote in PqW
Published February 17th, 2026 by Akanksha Shukla
Introduction Once pricing, supplier assignment, and validations are complete, the next step in the quoting process is generating a customer-facing document. Export Quote in StrataVAR PqW allows you to: Generate a PDF or Excel version of the quote Apply a selected PqW Template Control which sections appear in the exported document Share a structured,
How to View Quote Summary
Published January 31st, 2026 by Akanksha Shukla
Introduction The Summarize tab in Edit Quote allows you to create a summary quote by grouping selected quote items into one or more packages. This is commonly used to present a simplified, customer-friendly version of a quote while retaining detailed line items in the background. A summary quote can be created automatically through Quote detail pag
How to Assign Vendor Purchase Orders (POs) for Subscription Renewals
Published November 24th, 2025 by Akanksha Shukla
Introduction After the customer approves the renewal quote and the Renewal Engineer marks the quote as Won, the next critical step in the Subscription Renewal workflow is issuing Vendor Purchase Orders (POs). PO Assignment ensures that: Each renewed subscription item is correctly associated with its vendor. Vendor-facing details (PO number, supplier
Stratavar Glossary
Published April 17th, 2025 by Akanksha Shukla
This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All A B C D I O P T V API Application Program Interface BoM Bill of Materials BoMs Bills of Material- List of products, services, quantities, and pricing received from a vendor or distri
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