Information Gathering (Helpful information to have during the proposal process)
Get buyout information
Identify Pickup Serial Numbers
Get Existing Contract Numbers/Details
Building in PREO
Create Proposal
Specify Order Type, Contract Type, and Purchase Type
Search for customer or enter new customer
Enter Existing Lease Company, Type, Lease Number, and Estimated Payoff amount (Lease Payoffs Page)
Request Buyout Quotes or Buyout Information (Requests 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
Load Pickups (Pickups Page)
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 (Pickups Page)
Add new equipment (Equipment Page)
Set Shipping Location and Delivery Checklist
Go back to Pickups and link Pickups to New Equipment or mark as "Do Not Replace" (Pickups Page)
Build your service/MPS contracts (Contracts Page)
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
Review and enter additional expenses, if applicable (Expense Page)
Set Contact information, especially A/P contact (Contacts Page)
Set Customer Payment (Pricing widget across top of proposal)
Review approvals and request approvals as needed (Approvals Page)
Request Credit Approval (Request Page)
Generate Documents (Generate Docs)
Send Documents using Send with Docusign (Generate Docs)
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.
After receiving signature, Submit for Review
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.