Proposals
Learn how to build proposals in PREO
By Renee and 4 others5 authors87 articles
How to use Custom Lease Terms
Using Buyout Information & Buyout Quote Requests For Partial Buyouts (XBS-NE)
Purchase Order and Sales Order Requirements
How to grant access to a Proposal to another Sales Rep
How to Export Proposal Items and Pickups
Fix Equipment Description
XBS MW - How to create a Rental Deal
Pickup Address - Document Generation
Authorized Signer Guide (Unless Credit Stipulates Otherwise)
SDCOE Resource Expenses
Down Payment Deals
Software Pricing Approval
Delivery Only Order Type – How To & Usage Guidelines
How To Change The Legal Name On Proposal Documents
XBS Midwest/Central: How to access Documents from the Document Library
Why is a personal guarantee (PG) required for lease validation, and what are the alternatives if a PG is not provided?
How do I troubleshoot and resolve DocuSign connectivity issues?
How To Request Custom Lease Terms
How To Request Overlay Assistance For Software
How to request Production Overlay assistance
How To Request Credit Approval
Adding Accessories to a Won Deal (Request Change)
How to Request a Charge Override
How to Request Bid Fund Support
Cash Credit Approval for US Territories (Guam, etc.)
Funding Issue Request
PREO Failed to Send eCredit
Pending eCredit Approvals
APPROVALS
New Business (Now MPS Increase Request) / New Placement Approval Requirements
Buyout Quote vs. Buyout Information
Remote Tech Exception Requests (XDA, CFM, XDM, Etc)
Locating Requests
How to Complete a Purchase Request (OPS Team Guide)
Change Request Process (Sales)
Change Request Overview (OSS)
Lease Exemption Process & Rules (Sales)
How To Remove Equipment from Lease Funding
How to "Breakout" Proposal Line Items
PREO Bulk Import
How To Add Existing Devices to Agreements
How To Add A CPO Device in PREO (Southeast Region)
How to setup Equipment Pickups in PREO
How to Create an Accessory‑Only Deal in PREO
Lexmark Models MS826de, MX432adwe, and
MX826ade
How To Create An MPS-Only Proposal In PREO
Service & MPS Contracts: Contract Type New-Add-Replace/Rewrite
Build a Contract with Hardware as a Service
Building a Contract with Existing Equipment
XBSSW - Device Inclusive MPS - Rental
How to check the service rate group of a machine on contract
XBS Midwest: How to Pre-Escalate Service Rates
Remote Data Services (Remote Connect Technology)
Flat Rate SRO - When/How to Use
Adding Professional Services
Add a New Service Pool
Automated Supplies & Support Model – Sales Overview
How To Convert A Demo Order To A Standard Sale
How To Enter A Branch Order In PREO (ComDoc)
How To Request Demo Equipment Through PREO
How to Refinance in PREO - East Region
Setting Delivery Month Expectations
How To: Processing GPO (Co-Op) PACE (OSS)
How To: Processing GPO (Co-Op) Equalis (OSS)
How To: Processing GPO (Co-Op) Choice Partners (Previously HCDE) (OSS)
How To: Processing GPO (Co-Op) OETC (OSS)
How to Audit a Move Order (Order Support)
How to Refinance - West Region
How To: Processing GPO (Co-Op) CES (OSS)
How To: Processing GPO (Co-Op) OETC (Sales)
How To: Processing GPO (Co-Op) PACE (Sales)
How To: Processing GPO (Co-Op) Equalis (Sales)
How To: Processing GPO (Co-Op) Choice Partners (Previously HCDE) (Sales)
How To: Processing GPO (Co-Op) CES (Sales)
Harris County Rentals
Delivery Only Orders – Admin Handling & Monthly Tracking
How to Use SBS Support for ValueQuiX Orders
Software Renewal Order Type – How to Use
Xerox Exception - ESR (Staging Required)