Basic
Learn all of the basic features and functionality of PREO
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
How to add "Moves" to a Proposal
Building a Basic Contract
Contract Language Change Requests
Adding 3rd Party Items
Leasing Templates - Supplements & Schedules
Removing OOG Fees from Orders
2025 Q3 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