This document outlines the step-by-step process for creating a proposal, from gathering necessary information to final submission. It covers data input, system navigation, and key decision points to ensure a smooth and accurate proposal generation.
Information Gathering
Before diving into the proposal creation process, gather the following information. This will streamline the process and minimize errors.
Get buyout information
Identify Pickup Serial Numbers
Get Existing Contract Numbers/Details
Steps to Building the Proposal/Quote in PREO
Specify Order Type, Contract Type, and Purchase Type.
Search for existing customer or enter new customer details.
Enter Existing Lease Company, Type, Lease Number, and Estimated Payoff amount (Lease Payoffs Page).
Buyout Quotes: HCL will update the exact buyout value. This requires you to load the Pickup data so HCL knows which is return vs keep.
Buyout Information: HCL will provide back PDFs for you to review/enter buyout values. Use this option if you are just exploring your options.
First try to use "Select from E-Automate".
Use "Add New" to manually add Pickup data if no data exists in EA.
Set pickup option and other required fields.
Link the Pickups to the Lease Payoffs or mark as customer owned.
Set Shipping Location and Delivery Checklist.
Go back to Pickups and link Pickups to New Equipment or mark as "Do Not Replace".
Set Contract Type.
Enter volume.
Set customer base price.
Set customer overage rates.
Add Existing Devices to Contracts if applicable.
Select/Edit existing devices and specify Pools for each device.
Especially A/P contact.
This will give you the option to Preview and set signing contacts before sending.
Customer will be sent envelope for signature and Rep will receive a counter-signature request after customer signs.
Address any open WIN Helper Rules that appear.
Complete submission checklist.
Verify commission accuracy.
Your deal has been submitted once you see a confirmation message.