The following steps outline how to convert a proposal originally submitted as a Demo into a Standard sale within PREO. Please follow each step carefully to ensure data accuracy and proper processing.
1. Locate the Demo Order
Find the original proposal that was submitted as a Demo.
The Order Type on this proposal should show Demo.
2. Open the Version Tab
While viewing the proposal:
Click the Version tab in the action bar.
This will open the version management window for the proposal.
3. Duplicate the Demo Version or Create a New Proposal
For proposals created < 60 days:
Inside the Version window:
Select the version of the Demo proposal you want to convert.
Click Copy to duplicate it.
A new version will be created and appear with a status of Draft.
For proposals created > 60 days: A new proposal should be created. Please note, proposals not adhering to this policy, will be returned to draft and a new proposal requested.
4. Change the Order Type to Standard
Open the new Draft version:
Locate the Order Type field.
Change it from Demo to Standard.
5. Update the proposal Name
Change the proposal name to: Customer Name – Demo/Trial Convert of (Original PREO Job#)
Add the following to Order Processing Notes: Demo/Trial convert of (Original PREO job#)
6. Review the Entire Proposal for Accuracy
Before submitting:
Review every page of the proposal in PREO.
Confirm that all fields and data copied correctly from the original Demo proposal.
Important Note:
If the Demo proposal was created before certain new features were released, some information may not carry over automatically.
In these cases, manually update any missing or newly added fields.
Do not skip this step.
7. Complete the Standard Proposal Process
Once everything is reviewed and accurate:
Use Win Helper to complete all required steps.
Generate the paperwork for signatures.
Submit the Standard proposal once requirements are met.
8. Required Notes for Order Processing (Sales Must Add This)
Sales must add one of the following notes in the Order Processing Notes section, depending on the situation.
A. If the new Standard order 100% matches the Demo order
Use this exact wording but update the XXX with the demo deal number that was delivered:
“This order is a demo convert from original order XXXXXXXXXX. No staging is needed.”
Only use this when nothing is changing from the original Demo order.
B. If the customer wants to modify equipment
(e.g., add accessories, add an additional machine, or make any change)
Use this wording:
“This order is a demo convert from original order XXXXXXXXXX. Please only stage the updated equipment, which is: (list changes from original order to the new order).”
Sales must list all variances from the original Demo order so staging teams know exactly what to prepare.