Proposals
Learn how to build proposals in PREO
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
XBS Midwest: How to set up a Pickup Only proposal
Pickup Address - Document Generation
Authorized Signer Guide (Unless Credit Stipulates Otherwise)
How To Request Custom Lease Terms
How To Request Overlay Assistance For Software
How to request Production Overlay assistance
How To Request Credit Approval
How To Change A Proposal After Its Been Won
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
XBSNE - How to request a waive for shipping, lease or move fees
PREO Failed to Send eCredit
Pending eCredit Approvals
APPROVALS
New Business / New Placement Approval Requirements
Buyout Quote vs. Buyout Information
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