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.
Steps to Building the Proposal/Quote in PREO
Specify Order Type (Healthcare), Service Type (LEGACY XBS), Contract Type, and Purchase Type.
Search for existing customer or enter new customer details.
Update the title of the proposal to be: TEST - Customer Name - Hospital Name - Request #/BU#/Quote # - PO# - PREO Proposal #
Use dash “-“ between items
Example:
TEST- Advocate Health Care – IMMC – Request 1234 – PO#86672158 Proposal # 123458
Transition to the correct pricebook for your customer by going to tools and choosing pricebook.
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.
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.
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.