Overview:
This guide will walk you through the process of generating a new Cisco software quote including how to configure the quote and submit it to recipients in Xvantage.
Process:
Log in to Xvantage.
Hover over the left navigation menu and click My Business.
Select Quotes.
Alternatively, from the Xvantage homepage, click Start Quote in the upper-left corner of the page, just below your name.
Select Quote Using Vendor Deal.
Click Continue.
Select Cisco, then click Continue.
Note: If this is your first time using Xvantage to convert a Deal ID, click the Sync to CCW tab and log in using your Cisco ID credentials.
Enter the approved Deal ID in the Search box.
Click View Details.
The information from the Deal ID will be automatically populated.
Select the checkbox next to the items you want to include in the quote, or click Select All.
Important: You can reduce the quantity below the approved quantity, but you cannot exceed the approved quantity. If you need to quote a quantity greater than the approved amount, go to CCW (Cisco Commerce Workspace) to reopen and modify the Deal ID, then resubmit it for approval. Once the Deal ID is approved, return to Step 1 and start the process again.
Click Request Quote.
A dialog box will appear displaying your information. You can add up to 10 email addresses of recipients who should receive the quote. Click Confirm and Submit.
An email notification containing the quote will be sent to you and the email addresses you provided.
