Basic
Learn all of the basic features and functionality of PREO
By Troy and 4 others5 authors69 articles
How To Request DocuSign Credentials From Xerox IT
How to request PREO Support
PREO Status Definitions
PREO CPQ Support Structure & Escalation Path
PROMO/SPIFF 2024 Q4 Primelink Color SPIFF
New Versant Customer Rebate Offer - June 2025
PROMO/SPIFF 2024 Q4 V80 Price Reduction Promo
Printing Configurations on a Proposal
Sales | Customize Your PREO Notifications
Adding Salesforce 18-digit Opportunity ID to Proposals in PREO
How to Find Sales Rep
How to Determine East or West Region
How To Find Proposal Number
How to find Expenses (Rebate/Credit/Buyout)
How to determine Lease & Lease Term
Where to find Service Base, Prints & Overage Rates
How to find devices in each service pool
How to Find Staples Included in Contract
How to find Flat Rate
How to Find Configuration (market codes, accessories & quantities)
Remote Service Technology - Report
Sales Tips & Tricks: Lease Credit Approval Requests
New CSS Checklist - Overview
Building a Basic Contract
Contract Language Change Requests
Adding 3rd Party Items
Removing OOG Fees from Orders
2025 Q3/Q4 V80 Price Reduction Promo
How to Engage the OSS Team
Understanding Upgrade/Buyout Verbiage
How to Change Device Connection (Remote, Onsite, Customer Self-Connect)
How to Add/Review Expenses
How to Set Contact Information
How to Set Customer Payment
How to Generate Documents in Preo
How to Submit for Review
How to Pull a Remote Service Technology Report
New Hire Training Dates
XBS West - 2025 New Logo Customer Rebate Promo (Extended Through Q1 2026)
XBS East - 2025 New Logo Customer Rebate Promo (Extended Through Q1 2026)
Custom Meter Price Requests
Customer Information D&B Mismatch
Processing IT‑Related Items: Required Workflow for Frontline Reps
How to Add FreeFlow Software & Professional Services to a Proposal (Sales Reps & Production Overlays)
How do I configure and locate the option to show expenses as a line item on proposals?
How To: Add Demo Room Equipment to a Customer Proposal in PREO
How to Find Deleted Docs in a Proposal
How to Request MPS Overlay Assistance on a Deal
Requirements for Existing Devices on Contract
Platinum Support – Sales How-To Guide
EA Connectors Launching In Preo
4/17/2026 - Commissions Q&A AI Summary
Select and Manage Install Options & Fees in PREO (Networking Fees)
Credit Hold Process - Sales
PEAC Minimum Lease Funding Rules
How to Add a Miscellaneous Service Base to a Contract (PREO)
Rental Order Types in PREO
Create a Rental Deal in PREO (Sales Guide) - Effective 4/1/2026
SLG & GPO Order Type – Quick How‑To (Sales)
How To Process A Xerox Direct Proposal Through PREO
Xerox Direct Processing for XBS NE
Vizient & Premier GPO Processing (Sales)
How to Complete a Move Fee Request (OPS Team Guide)
Temporary Bug in PREO: Service/MPS Pools Missing on SSA/Lease Documents
360 Install Management Dashboard
MW + Central - Freight Fees
How to find Equipment Price by Marketcode-
TCO Margin Analysis
How To Submit Move & Pickup Requests (Business Operations Managed)