Summary:
This article explains how Lenovo AutoQuote works in CRM, what is included in the initial launch, and how sellers can access and manage automatically generated quotes. It also outlines when quotes are created, where to find them, and common reasons a quote may not be generated.
Table of Contents:
What is Lenovo AutoQuote?
What’s included in the launch?
Why does Lenovo AutoQuote matter?
How are quotes generated?
Where can I find my quote?
Why are quotes created in Draft status?
When are quotes auto-sent?
Why didn’t my Lenovo bid create a quote?
Question #1: What is Lenovo AutoQuote?
Answer: Lenovo AutoQuote automatically generates a CRM quote when an eligible Lenovo bid reaches the appropriate stage.
The quote:
Uses predefined templates
Pre-populates key fields
Applies pricing rules and eligible discount programs automatically
Question #2: What’s included in the launch?
Answer:
Applies to Lenovo Claim (6 Series) bids
Automatically generates CRM quotes for review
Uses existing pricing rules and discount programs
Question #3: Why does Lenovo AutoQuote matter?
Answer:
Faster quote turnaround times
Improved pricing consistency and accuracy
Reduced manual effort for sales teams
More time for value-added partner conversations
A more efficient end-to-end workflow
Question #4: How are quotes generated?
Answer: Quotes are automatically created when:
A qualifying Lenovo bid is received
The reseller is properly mapped (e.g., to a default BCN)
In most cases, quotes are generated within minutes of bid ingestion.
Question #5: Where can I find my quote?
Answer: In CRM, go to the Quotes section and search using the bid number (included in the quote name).
Note: If multiple resellers are included on the bid, multiple quotes may exist.
Question #6: Why are quotes created in Draft status?
Answer: During the initial launch phase:
All Lenovo AutoQuotes are created in Draft status
This allows teams to:
Review details
Make adjustments if needed
Ensure accuracy before sending to customers
Question #7: When are quotes auto-sent?
Answer: For the Lenovo launch phase:
Quotes are not auto-sent while in Draft
Users must review and manually send the quote
In the future, auto-send may apply when:
No issues or tasks are present
A valid reseller contact is included
Question #8: Why didn’t my Lenovo bid create a quote?
Answer: Common reasons include:
Reseller is not mapped to a default BCN
BCN mapping is pending approval
Bid contains invalid or expired data
Vendor marked items as unavailable or already consumed