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Partner Quoting Workspace (PqW)

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  • Partner Quoting Workspace (PqW)
    Introducing StrataVAR PQW Importing Vendor Quotes – Creating Bills of Materials (BoMs) Assembling a Quote Editing a Quote Pricing, Margins and Calculations in PqW Preparing a Quote for Ordering Exporting Quotes in PqW StrataVAR Admin Related Articles Order Management and Upload Finding and Managing Quotes Cisco 360 Estimated Land Rebate
  • Partner Renewal Workspace (PrW)
    About Partner Renewal Workspace (PrW) PrW Maintenance Contract Module PrW Subscription Module
  • Data Grid Capabilities
+ More
  • Partner Quoting Workspace (PqW)

    • Introducing StrataVAR PQW

    • Importing Vendor Quotes – Creating Bills of Materials (BoMs)

    • Assembling a Quote

    • Editing a Quote

    • Pricing, Margins and Calculations in PqW

    • Preparing a Quote for Ordering

    • Exporting Quotes in PqW

    • StrataVAR Admin Related Articles

    • Order Management and Upload

    • Finding and Managing Quotes

    • Cisco 360 Estimated Land Rebate

  • Partner Renewal Workspace (PrW)

  • Data Grid Capabilities

Introducing StrataVAR PQW

  • Introduction to Partner Quoting Workspace (PqW)
  • Glossary and Key Terms in PqW
  • How to Access and Navigate the PqW Interface
  • Understanding PqW User Journey and PqW Console
  • Partner Quoting Workspace (PqW) – Complete Help Guide
  • Type 1 Article- Conceptual and Mix of Step

Importing Vendor Quotes – Creating Bills of Materials (BoMs)

  • Overview PqW BoM Import Methods (API & File)
  • How to import BoM files into PqW via Cisco API
  • How to Import BoM via CCW-R Quotes
  • How to Import BoM Files into PqW via Distributor APIs (Ingram, TD SYNNEX, etc.)
  • How to Import a BoM via External File (Excel & PDF)
  • How to Import Vendor Sales Orders into PqW
  • Defining Item Type Rules in StrataVAR PqW
  • How to Create User-Defined Aggregation and Grouping During CCW-R Import
  • How to Change CCW-R Quote Aggregation Without Re-Importing the BoM
  • How Fuzzy Search assigns manufacturers and suppliers in PqW

Assembling a Quote

  • How to Create a Customer Quote in PqW
  • How to Add BoMs or BoM Items to a Quote
  • How to Add BoMs or BoM Items to a Quote For Different BoMs

Editing a Quote

  • How to Edit a Customer Quote
  • How to Clone Multiple Items (Box-Level Cloning)
  • How to View Quote Summary
  • How to Use Grouping in PqW to Group Quote Items
  • How to Create New Version of Quote
  • How to Use Decimal Quantities for Item Types

Pricing, Margins and Calculations in PqW

  • How to do Bulk Operations in a Quote
  • How to Modify Subscription Term
  • How Pricing Rules Are Applied During Quote Creation
  • How to Adjust Item Pricing and Margins
  • How to Use the Error Log in PqW
  • How to Manage Credits in PqW
  • How to Check Distributor and Manufacturer Price and Availability in PqW

Preparing a Quote for Ordering

Set the supplier and ship-to details that make a quote ready to order.

  • How to Assign Suppliers to Quote Items
  • How to Assign Ship-to Address to PqW Quotes

Exporting Quotes in PqW

  • How to Export a Quote in PqW
  • How to Export Two Linked CCWR Quotes into One File
  • How to Export Multiple Quotes with Refactoring in PqW

StrataVAR Admin Related Articles

Articles meant for users with StrataVAR PqW Admin permission set

  • How to Create and Configure API Profile
  • How to Configure Default Discounts and Margins
  • Understanding and Managing PqW UI Settings (Admin Guide)

Order Management and Upload

  • How to Convert a PqW Quote to an Ingram Order

Finding and Managing Quotes

Articles explaining Quote and Quote Items Search and Life Cycle Management

  • How to Search Quote and Search Quote Items – Finding and Managing Quotes in PqW
  • How to Activate or Deactivate a Quote from the Search Quote Page

Cisco 360 Estimated Land Rebate

Learn how PqW estimates the Cisco Land Rebate on your quotes — how it's calculated, where to see it, and what the figures mean.

  • How to Set up Business Entities and Enter PVI scores
  • How and When CPI Rebate Estimates Are Calculated
  • How to View Your CPI Rebate Estimates

Popular Articles

  1. PrW End to End WorkFlow
  2. How to Identify and Prioritize Renewals using PrW Dashboard
  3. How to Identify and Review Assigned Renewal Projects
  4. How to Assign Internal Contracts to a New or Existing Renewal Project
  5. How to pick and process contracts for Renewal- IC Console
  6. How to Pick and Process Contract Items Due for Renewal - Renewal Project Console
  7. How to Create Vendor Price Requests to Get a Vendor Quote
  8. How to Populate Renewal Data and Create Asset Lists
  9. Introduction to StrataVAR PrW

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