How to Create a Quote using Deal Analyzer in CRM

Overview:

This article outlines the procedure for generating a quote using the Deal Analyzer feature in Xvantage for Associates.

Process:

1. Go to My Apps and open Okta.  

2. In Okta, search for Xvantage for Associates(X4A) and open it.  

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. From CRM’s left navigation menu, click on Accounts under the Customers section.

6. Select the correct reseller account by searching via the account number, name, or contact email.

7. To start the quote, scroll down to quotes and click on the + New Quote button.

8. Fill out the required Quote Summary fields along with any other helpful information. Click Save.

   • Quote Name

   • Internal Comments (replicated in DA)

   • Legal Review (if applicable, important for process flow)

   • Customer Payment Type (ensure accuracy

9. Enter addresses via the Addresses tab for both the Bill To and Ship To address. If the ship to address is unknown, select the reseller name in the Ship To Company name field.

   

10. Click on the Products Import or Products tab to add part numbers, quantities, and optional comments at line level.

    • Review the quote to confirm reseller price, reseller cost, quantities, contract dates, and terms match the purchase order.

    • Update price, term, and cost in the workbench so TCV/TCC calculates correctly in Deal Analyzer during quoting.

    • Select a pricing term at the line level (1, 12, 24, 36, 48, 60, 72, or 84 months) to ensure accurate calculations.

      • Single configurations support all terms.

      • Multi‑configurations are limited to 1 or 12 months.

    • Orders Team must verify costs in the workbench at ordering, as pricing details may not be listed in internal comments.

11. Click on the End User tab to search for or add an end user for the opportunity.

12. Click on the Deal Analyzer tab for any non-XVS subscription quote, and fill in the information. Then, click Save.

    • Deals where both vendor and customer billing are upfront are not in scope for DA.

    • Contract terms over five years are accepted but not recommended and require CFO approval.

    • If a deal has annual payments with different amounts you must choose Annual Payment of Different Amounts under Billing Frequency in the

      dropdown to open up the yearly billing fields. Enter yearly billing amounts.

13. Select the expiration date by selecting the down arrow near your name and filling in the Effective To date.

14. Click Save to save the quote. When ready to activate, click Activate Quote on the top bar. A status message will indicate the quote is on Deal Analyzer Hold.

    • If information is missing, an error message will appear.

    • IMPORTANT: Contract start and end dates frequently get updated. At this time, date changes need to be managed in Deal Analyzer. Update the start and end date in the Quotation Details section of Deal Analyzer. Details on how to navigate Deal Analyzer are below.

      • Future State - contract dates will be managed under the Quote Revision tab.

15. Finally, the status of your deal will now show Deal Analyzer - Under Review and the Deal Type will show as Multi Period Deal. A Deal Analyzer ID will populate along with a direct link to the deal in the portal.