Overview:
This article will help you how to revise a Proofpoint renewal in Xvantage.
Process:
Log in to Xvantage.
Hover over the left navigation menu and click on My business, then select Quotes.
Go to Renewals tab.
Use the dropdown to choose a search option and input data. Options include Quote ID, Quote Name, Deal ID, End Customer, or Vendor Name. Select a quote by clicking on the blue number (hyperlink) in the Quote name/ID column. The quote will be loaded on the page.
To revise a Proofpoint quote, select the renewal quote and click Revise. On the Quote Revision page you can change quantity, add an additional product, and upgrade a current product.
Under Line Items you can change a plan, change user quantity, or add Proofpoint items. Available cross-sell products will show selectable. If greyed out, they are not valid for the quote.
If all updates are made, submit the request.
Once submitted, the quote will be pending approval from Proofpoint. Once approved the quote will show as Ready to Order under the Quotes tab.
Once approved, click on the revised quote and then select Continue to checkout.
The Vendor Requested Information page will populate. Complete and click Save & Continue.
You will be directed to the Checkout page which will require a PO number. Once all information is validated, click Place Order.
Once the order is successfully placed, you will be directed to the Order Acknowledgement page.