Overview:
This article explains how to create a quote using Deal Analyzer in Xvantage for Associates (X4A). Follow the steps below to create, configure, and submit a quote for Deal Analyzer review.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Tip: You can also open Xvantage for Associates (X4A) directly from My Apps.
In X4A, open the left navigation menu and navigate to Sales > CRM. You can also access CRM from the Dashboard shortcut.
Select the appropriate reseller account:
Click Accounts.
Search using the account number, account name, or contact email address.
Open the correct account record.
Scroll to the Quotes section and click + New Quote.
Complete the required fields in the Quote Summary section, then click Save.
Required fields:
Quote Name
Internal Comments (replicated in Deal Analyzer)
Legal Review (if applicable)
Customer Payment Type
Important: Ensure the Customer Payment Type is accurate, as it affects downstream processing.
Add both Bill To and Ship To addresses from the Addresses tab.
If the Ship To address is not yet known, enter the reseller name in the Ship To Company Name field.
Add products using either the Products Import or Products tab.
Enter part numbers, quantities, and optional line-level comments.
Review reseller pricing, reseller cost, quantities, contract dates, and terms for accuracy before proceeding.
Important:
Update pricing, term, and cost information in the workbench to ensure accurate Total Contract Value (TCV) and Total Contract Cost (TCC) calculations in Deal Analyzer.
A pricing term must be selected for each line item. Available terms are:
1 month
12 months
24 months
36 months
48 months
60 months
72 months
84 months
Single configurations can contain any available term.
Multi-configurations are limited to 1-month or 12-month terms.
Note for Orders Teams: Verify costs in the workbench during order processing, as Quoting Teams may not include pricing details in the Internal Comments field.
Open the End User tab and search for or add the end user associated with the opportunity.
Open the Deal Analyzer tab for any non-XVS subscription quote and complete all required fields. When finished, click Save.
Deal Analyzer considerations:
Deals with both vendor billing and customer billing paid upfront are not supported in Deal Analyzer.
Contract terms longer than five years require CFO approval and are generally not recommended.
Required Deal Analyzer fields:
Contract Start Date
Contract End Date
Billing Frequency Option
Non-Cancellable Indicator
Contract Term
Contract Term Option
Billing Type
Ingram Micro Bill To
Vendor Information
Important: If annual payments vary by year, select Annual Payment of Different Amounts from the Billing Frequency drop-down list. This enables the yearly billing fields, where you can enter the appropriate annual payment amounts.
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.
Set the quote expiration date:
Click the down arrow next to your name.
Enter the Effective To date.
Click Save to save the quote.
When the quote is ready for submission, click Activate Quote.
A status message displays indicating that the quote is on Deal Analyzer Hold.
After activation:
The deal status changes to Deal Analyzer - Under Review.
The Deal Type changes to Multi Period Deal.
A Deal Analyzer ID is generated.
A direct link to the Deal Analyzer record becomes available within X4A.
