View the Open Request on your PREO Home Page. Navigate to the request by double clicking on the row.

You may also receive an email alert that will take you directly to the Proposal.

Click on Software Page and click the "Add Item" button.

Select Custom Item (or software items if they are configured for your Region)

Set the Item details and pricing information.

Example of how Software appears on the Sales & Service Agreement

Click on Document Upload

Use the Chat page to send messages to the Sales Rep

Navigate to the Request page and open the Software Request

Complete the Request by clicking "Acknowledge"

You can see your completed Requests by changing the filter on the homepage