Introduction

Once the customer approves the Asset List, Renewal Engineers create Pricing Requests (PRs) and manage them through the Price Request Console — reviewing line items, exporting vendor-specific templates, and tracking progress toward vendor quoting.

As a renewal manager, you have visibility into all PRs across every account and renewal project, unlike a Renewal Engineer, who only sees projects assigned to them. At this stage, your role is to ensure that Pricing Requests are created, exported to vendors, and progress through the quoting stage without delays.

What Happens in This Step

Renewal Engineers:

• Navigate the Price Request Console to review Pricing Request details across accounts and renewal projects
• Apply filters to find relevant PRs and monitor status and stage
• Export PRs as vendor-specific templates for quoting
• Manage PR Items, including reviewing line items and removing invalid entries
• Track PRs as they move to the "Sent for Pricing" stage

This step bridges customer-validated Asset Lists and vendor engagement — a critical milestone before customer proposals can be prepared.

For detailed steps, refer to: How to Review and Export Pricing Requests – Renewal Engineer Guide

Your Role as a Renewal Manager

At this stage, you focus on:

• Tracking whether PRs have been exported and shared with vendors
• Monitoring PR stages across accounts and renewal projects to ensure timely progression
• Ensuring PR Items are complete and accurate before vendor submission
• Identifying PRs that are stalled or have not moved to "Sent for Pricing."

What to Watch For

• PRs created but not yet exported to vendors
• PRs with missing or incomplete items
• Delays in vendor engagement nearing contract deadlines
• PRs that require deletion due to invalid or outdated contract items

Summary

The Pricing Request stage is where the renewal scope moves from internal validation to external vendor quoting. While Renewal Engineers manage the execution — filtering, exporting, and tracking PR Items — you ensure that PRs are progressing on schedule and vendors are engaged in time to support the proposal process.

Next Step

Once vendors return quotes, the renewal workflow moves into proposal preparation. Learn more in the next article: How to Create and Link Quotes from Quoting Tool to the Renewal Project.