How to Review and Export Pricing Requests for Vendor Quoting
Learn how to efficiently review and export pricing requests to streamline the vendor quoting process with our helpful guide.
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 them out for vendor quotes.
This article explains how to navigate the PR Console, apply filters, export PRs, and review PR Items.
Prefer video? Watch the walkthrough here
Previous step: How to create pricing requests to get vendor quotes
Key Terms Used
| Term | Definition |
|---|---|
| Renewal |
In the VAR ecosystem, Renewal refers to the process of extending, maintenance contract to continue service coverage for hardware or software. This typically involves reviewing expiring contracts, create asset lists for customers to approve, prepare list of assets/services to be priced, and initiate quoting process for services like: Cisco SmartNet maintenance contracts Managed service subscriptions etc
The renewal process ensures uninterrupted service, and allows for co-terming, identify potential product upgrades, or request for change in service levels. |
| Renewal Dashboard | Visual interface showing accounts and contracts approaching expiration |
| Renewal Project | A grouped set of Internal Contracts related to a customer |
| Internal Contract (IC) | Represents customer contracts in the system. |
| Internal Contract (IC) Items | Line items such as SKUs, services, or subscriptions within an Internal Contract |
| Asset List | A selected list of IC Items to be prepared for customer review and pricing |
| Asset List Items | Individual contract items grouped in an asset list for renewals. |
| Pricing Request (PR) | A document sent to vendors to obtain pricing details for the selected items in asset lists. |
| Pricing Request (PR) Console | The workspace to view and manage PRs, grouped by Account and Renewal Project. |
| Pricing Request (PR) Items | The specific contract assets included in a Pricing Request. |
Table of Content
| S.No. | Topic | Detail | Timestamp |
| 1 | Introduction | Introduction about video content- how to review asset list items and add them to new or existing price request | 00:00 |
| 2 | Key Terms and Concepts |
Defines key terms like Pricing request, Asset list items etc. | 00:25 |
| 3 | Table of Content | Provides a preview of the topics that will be covered in this video to help viewers understand the structure of the walkthrough. | 01:15 |
| 4 | Navigating to the PR Console | Explains how Renewal engineer can access Pricing Requests for on-going renewal projects | 01:29 |
| 5 |
Reviewing Pricing Request Details |
Describes the layout and key information in Pricing Request Console. | 02:05 |
| 6 | Exporting a Pricing Request | Explains how to use export PR function to download PR and share with the respective vendor. | 04:15 |
| 7 | Viewing and Managing PR Items | Details in PR Items section of PR console- data, filters and actions | 05:05 |
| 8 | Next Step and Conclusion | Next steps in renewal process and summary | 05:05 |
Watch the Video
1. Navigating to Pricing Request Console
You can access the PR Console in two ways:
Directly from the Asset List Console: When you add Asset list items to a Pricing request- by creating new request or to an existing one, the Pricing Request Column for the items are updated. Click the arrow beside the PR Name to open, review or manage details of that specific PR.
From the PR Console tab: You can click on Price Request Tab in consoles tab. It opens a consolidated view of all PRs across your accounts and Renewal Projects.
2. Reviewing PR Details
The PR Console table displays information such as PR Number, Name, Account, Renewal Project, Asset List, and Stage.
Use server filters (e.g., Account, Renewal Project) to focus on specific data. The filters are particularly useful when you land directly on PR console using the Pricing Request Tab. Since it lists all the created pricing requests under all assigned renewal projects for the renewal engineer, filters are useful to narrow down the list giving a focused view.
Apply column filters to refine further, such as viewing only PRs at the “Sent for Pricing” stage.
Use the Reset Filters option to return to the default view.
Hyperlinks in fields like Account, Renewal Project, Asset List, Internal Contract, and Manufacturer let you navigate to their detailed pages.
Refresh is a default action that allows you to load the latest/updated data view.
Other actions that you can perform include after selecting one of the price request from the records:
- Delete - This action allows you to delete the Pricing request which has no valid contract items under it for renewal. Note that the PR can be deleted only if no
- Show PR Items- This allows you to view the details of contract items in a particular pricing request to review before sent for vendor pricing.
- Export PR - This is to download the pricing request containing details of individual contract items for vendor pricing.
3. Exporting of Pricing Request for Vendor Quoting
To prepare the pricing request for vendor pricing:
- Select a Pricing request record in the grid. Export PR button appears on the top of the grid.
- Click Export PR.
The system generates a vendor-specific Excel template containing individual contract item details for pricing.
Share this file with vendors, who will return vendor quote with pricing information for each item.
When a PR is exported, its Stage updates to “Sent for Pricing.”
Note: For export, you can select only one pricing request under a renewal project.
4. Viewing and Managing PR Items
Click Show PR Items to see the line items included in a PR. This will open the PR Items section for the selected PRs under a renewal project.
The Pricing request items in PR are grouped by PR Number and Parent Instance Number. You can use the side arrows to expand, collapse or select all items in the group.
Columns include Asset List, Description, Serial Number, SLA, Renewal End Date, and more.
You can apply server or column filters to view fewer data items as needed.
Other than Export in PR console, the Actions available specifically in PR items section include:
Delete – remove items from a PR.
Refresh – reload the latest data.
Hyperlinks in the Pricing Request column and arrow beside PR records let you open the specific PR Console view.
5.What's Next?
After PRs are exported, the files are shared with vendors. Vendors return quotes, which form the basis for customer proposals in the renewal workflow.
The next tutorial covers vendor quote processing in detail.
6. Summary
In this article, you learned how to:
- Navigate to the PR Console from different entry points
- Review and filter PRs using server and column filters
- Export PRs into vendor-specific templates for quoting
- View and manage PR Items, including delete and refresh actions
With these steps, Renewal Engineers can move from customer validated Asset Lists to vendor engagement — a critical milestone in the renewal lifecycle.
Related Tutorials
- How to create pricing requests to get vendor quotes (Previous step)
- How to proceed with Quoting Process from PqW (Quoting tool) to Renewal Project (Next step)
