Summary:
This FAQ article explains how VCAF (Vendor & Customer Agnostic Framework) automates the conversion of vendor quotes, bids, and configuration documents into draft CRM quotes. It outlines the quoting workflow, key benefits, currently supported vendors, and upcoming vendor integrations designed to streamline quote creation and reduce manual effort.
Table of Contents:
How can I use VCAF to create CRM quotes from vendor quotes, bids, and configuration documents?
How Does the Process Work?
What Are the Benefits?
Which Vendors Are Currently Supported?
Which Vendors Are Planned for Future Enablement?
Question #1: How can I use VCAF to create CRM quotes from vendor quotes, bids, and configuration documents?
Answer: VCAF (Vendor & Customer Agnostic Framework) is an AI-powered capability integrated with the Global Discounts Engine (GDE) in Xvantage™. It helps automate the conversion of vendor quotes, special bids, and configuration documents into draft CRM quotes, reducing manual data entry and accelerating the quoting process.
Instead of manually recreating vendor-provided information in CRM, VCAF automatically extracts and structures data such as products, pricing, quantities, and end-user details, making them available for review in a draft CRM quote.
Question #2: How Does the Process Work?
Answer: The quoting workflow consists of four simple steps:
Email the document
Forward the vendor quote, bid, or configuration document to the designated Special Bids mailbox.
Automated processing
VCAF analyzes the document and converts the information into structured CRM quote lines.
Review the draft quote
Search for the generated quote in CRM.
Review the pre-populated line items, pricing details, and customer information.
Activate and send
Make any required adjustments.
Select Activate to finalize and send the quote to the customer.
Question #3: What Are the Benefits?
Answer: Using VCAF can help:
Reduce manual data entry
Accelerate quote creation
Improve pricing and data accuracy
Streamline processing of complex vendor quotes and special bids
Create draft CRM quotes in seconds
Deliver a more consistent quoting experience
Question #4: Which Vendors Are Currently Supported?
Answer: The following vendors are currently enabled for VCAF-powered quote creation:
Vendor | Availability |
|---|---|
Fortinet | Australia & New Zealand |
Palo Alto Networks | Australia |
Nutanix | Australia |
Note: Nutanix quote processing is now fully enabled, with quote information automatically created directly in CRM through the VCAF workflow.
Question #5: Which Vendors Are Planned for Future Enablement?
Answer: Additional vendors currently being configured and tested include:
Zebra
Trellix
APC
HP Inc. (HPI)
Hewlett Packard Enterprise (HPE)
Lenovo ISG
Lenovo IDG
Vendor availability may vary by region and will be announced as each integration becomes available.
Additional Information
VCAF is already supporting document processing initiatives globally and has been adopted across multiple countries and vendors to improve efficiency and reduce manual effort.
For questions about the VCAF quoting workflow or to suggest additional vendors for future enablement, contact the Digital Business Team or your local quoting support team.