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.
Subtopic 1: Start a CISCO software quote
Process:
Log in to Xvantage.
From the left navigation menu, go to My Business. Next, select Quotes.
Alternatively, you may click Start Quote from the Xvantage homepage. This is located on the upper left corner of the page, just below your name.
Select Quote using vendor deal option.
Choose CISCO as the vendor's name.
Use Dropdown to select deal ID, CCW-R quote or Estimate, enter the reference.
Subtopic 2: Review quote and handle missing information
Process:
You will be taken to create Quote Page
Pricing info & Configurations
MSRP pricing
If the deal is new, select the desired configuration and click Request quote
If you receive an error like Missing end customer information, click Update then fill in the end-user details.
Finally, click on Save.
Subtopic 3: Finalize and send quote
Process:
On the create quote page, review the pricing and any modifications.
Click Request Quote.
Add or edit quote recipient emails (up to 10 recipients).
Click Submit to finalize.
A confirmation page will appear, and recipients will receive the quote details.