HPE IN DR+CQQ detailed training material (Resellers)

Hewlett Packard Enterprise: Deal
Registration & Channel Quick Quote

End-to-End Training Material
For Resellers
Section 1 : Deal Registration
For Resellers
Module 1: Deal Registration
Overview
Provide an overview of the Deal

Registration
Provide the key benefits of using

At the end of this Deal Registration
module you will
be able to… Recognize the importance of a
streamlined Deal Registration
process
Provide an overview of the Deal

Registration End-to-End process
COURSE PROGRESS
What is Deal Registration?

Overview:
Deal Registration is the process to register a deal with Hewlett Packard Enterprise to gain deal
protection and authorization for additional discounts, rebates, and benefits to help win the
deal.
Deal Registration offers a consistent, standardized, and streamlined process to deliver value
and easy-to-understand criteria.
Deal registration:
1. Lets you submit deals from partner-led
opportunities to Hewlett Packard Enterprise in
order to secure exclusivity in the deal and to
benefit from marketing program incentives.
2. Provides a standard process across multiple

Business Groups and product lines.
Deal Registration Benefits for Partner
• By registering a deal, there is a system of record that

shows the partner involvement of the deal and HPE
Deal Opportunity
Won Creation
Channel team can ensure that deal is protected for the
Deal Protection partner
• Simple and quick partner online deal registration with ease

Deal Deal Deal of customer validation and automatic unique ID creation
Extension Registration Registration
• Single Point of entry. Seamless integration with
Enhance Partner opportunity management and quoting E2E to eliminate
repeat data entry
Experience
Deal Deal
Management Approval • Greater efficiency in tracking of all partner source deals
based on partner’s online deal registration
• Consolidated deal registration information and enhanced
Better Visibility reporting
5
COURSE PROGRESS
Deal Registration: High-Level Process

Below are the steps and roles involved in each stage of the Deal Registration process
1 2 3 4 5 6
Program Setup Register Deal Review & Manage Deal Create Quote Win/ Loss Deal
Approve
Sales HPE Resellers HPE Resellers

HPE Resellers HPE Approver HPE Resellers HPE Distributors
Operations HPE Distributors
HPE Distributors HPE Distributors Sales Operation
Administrator HPE Approver
Module 2: Registering a Deal
Create a new opportunity and

edit an existing opportunity
Add existing and new customers
At the end of this Add Distributor and Add

products
module you will
be able to… Apply program and submit a
deal for approval
Recall Deal Registrations
pending approval
Clone an existing opportunity
20 min
Module Length
COURSE PROGRESS
Deal Registration: Register Deal Revisit this slide to check

the threshold information
1 2 3 4 5 6
Approve

1 2 3 4 5 6
Manage Submit the

Add Complete
Create an Products & Apply for a Deal and Deal Registration is mandatory for
Customers the
Opportunity Services Program Receive deals above USD15,000
Opportunity
Notification
COURSE PROGRESS
System Demonstration
This demonstration will cover…

• Creating an opportunity
• Submitting a New Deal Registration Go to

Go into
Salesforce
• Recalling a submitted Deal Registration Salesforce
• Cloning an opportunity
COURSE PROGRESS
Accessing Deal Registration on the Hewlett Packard Enterprise

Partner Ready Portal (https://partner.hpe.com/login)
1. Enter
2. Click My Workspace then

Register Deals under deal menu
column
3. Click
‘Go
COURSE PROGRESS
4. Completing the Opportunity

Add distribution partner(s) to the opportunity.
Add Distributor is mandatory for
Reseller buy from Distributor
2. Click
1. Click
Partner notification upon deal submit - Reseller
COURSE PROGRESS
Module 3: Managing a Deal
Track the status of your Deal

Registrations and view a
summary
At the end of this Update and resubmit a deal after

it has been approved
module you will
be able to…
Request a program extension
Access Deal Registration

support
COURSE PROGRESS
Deal Registration: Manage Deal
1 2 3 4 5 6
Approve

COURSE PROGRESS
Reseller partner notification

You will receive notification upon review completion
Supported
COURSE PROGRESS

You will receive notification email when the final status of the deal is revised by Hewlett Packard Enterprise
COURSE PROGRESS

• Tracking the status of your Deal
Registrations
Go to
• Requesting a program extension Go into
Salesforce
Salesforce
• Partner support
COURSE PROGRESS
Checking Deal Status

You can view updated status of your deals once approved or rejected.
Deal Statuses:
1. Submitted
2. Approved
3. Rejected
View Deal 4. Partially Approved
Registration Status 5. Expired
in the Status field
COURSE PROGRESS
Program Extensions
Overview:
You can request a program extension for Partially Approved and Approved Deal
Registrations. The ability to extend deals depends on the program details and HPE’s
approval.
Partners can request deal extension

• The validity of each deal registration is 90 days
• The program rules allow the extension up to 3 times
• You can submit deal extension request within 30 days
before deal is expired
Approved
Deal Expiring Notification
You will receive this email 30 days before deal registration expiry date
COURSE PROGRESS

You will receive a notification email when an extension request is approved/rejected
COURSE PROGRESS
Partner “Get Support” link
1. Click
Partner “Get Support” – Summary of Case logged
46
COURSE PROGRESS
Partner Deal Registration User Rights

Overview:
Updates to Partner Deal Registration Administrator access rights enable you to manage
deals within your location &/or across your company.
Key Functionality:
1. Extend the rights of the existing partner user

administration access levels from read-only to full-
access.
2. The administrator will have the same abilities as if
they were on the account team to enable deal
management.
COURSE PROGRESS
Extended partner user administration rights

Administrator access level enabling you to manage deals
Role Description User Right

Access
Partner user Create and manage own deals Partner User
Complete user training
Partner deal registration Read/Write to all deals at your location Partner User + Partner Admin
(previously read-only) Complete user training
administrator
Partner deal registration Read/Write to deals across locations of your Partner User + Partner Company Admin
account (previously read-only) Complete user training
company administrator
All user will be granted with “Partner User” access. Please contact country
Partner Account Operation Manager (PAOM) if you wish to change your
access.
Module 4: Channel Quick Quote
At the end of this

Have basic introduction to
module you will Channel Quick Quote (CQQ) **
be able to…
** Refer to Channel Quick Quote material
for detailed information on Channel Quick
Quote (CQQ)
COURSE PROGRESS
Deal Registration: Create Quote
1 2 3 4 5 6
Approve

COURSE PROGRESS
Introduction to Channel Quick Quote (CQQ)

Overview:
Integration between Deal Registration and CQQ enables improved user experience. From
a Deal Registration opportunity within Salesforce, you can create a new quote or edit an
existing one without having to log into a quoting tool separately.
For more information about CQQ, please refer to the End-to-End CQQ training material in
the upcoming slides
Key Functionality:
1. Within a new quote, some of the fields are auto-
populated based on the information available on
the Opportunity.
2. The quote will be returned and displayed on the

opportunity through quote sync back.
Click
3. The returned quote is a consolidated quote
displaying special pricing and approved front-end
deal registration benefits.
Only proceed to create new quote with approved Deal

Registration Status.
Module 5: Won/Lost Deals
At the end of this

Describe the concept of Lost
module you will and Won Deals
be able to…
COURSE PROGRESS
Deal Registration: Win or Loss Deal
1 2 3 4 5 6
Approve

COURSE PROGRESS

• Update Sales Stage (Won)
Go to
Go into
Salesforce
Salesforce
Opportunity Sales Stage
Steps to update sales stage in opportunity
3. Update
sales stage
3. Select
1. Select
2. Select 4. Select
55
Module 6: Reporting
View and run reports on closed

At the end of this
or won deals
module you will
be able to…
Export reports to Microsoft Excel
COURSE PROGRESS

• Deal Registration Reports
Go to
Go into
Salesforce
Salesforce
Quick summary of Information required to complete Deal
Registration submission
1. End Customer Name

2. End Customer contact name, email and contact number
3. Opportunity name
4. Close date (Shipment or Installation date)
4. Add Distributor (for Reseller buying from Distributor)
5. Add Product Line
Next Step : Getting Started (Pilot)
Go Live Date : 4th July, 2016

LRS Sunset: 4th July, 2016
How to Get Support :

 Contact Partner Support using the “Get Support” button available on
the HPE Partner Ready Portal
 Contact your respective Hewlett Packard Enterprise Partner Account
Operation Manager (PAOM)
61
Section 2 : Channel Quick Quote
For Resellers
Channel Quick Quote Training
Describe Channel Quick Quote and

how it will benefit Hewlett Packard
Enterprise Partners.
Navigate throughout the Channel
Quick Quote system.
At the end of this Describe the assistance types
module you will available to Partners and how to
be able to… resolve the assistance requests.
Explain the basics of the Special
Pricing Communication Tool.
Describe how to leverage the

reporting functions.
Channel Quick Quote: General Process Steps
Given below are the high level steps a Partner will take in order to create an orderable quote using the Channel Quick Quote
tool.
E2E Partner Experience
Deal Reg
(part of the Build Generate Accept
Get OPG
GetPrice Accept
Create AcceptPrice Generate Accept
Quote
Login AcceptOppy
Price AcceptPartner
Price Build Price Quote Created
Ready Price Quote Quote
Accept Price Platform)
• Login to • Create • Register for • Add • High visibility • Review • Quote is • Review • Receive
Partner opportunity in programs products or to list price pricing generated quote quote
Ready Salesforce configs to and program for preview document
Portal quote incentives • Confirm • Accept
• Manage pricing quote • Provide
opportunity • Complete quote to
and/or Distributor
import for
configs purchase
Generate
Login Create Oppty Deal Reg Build Quote Pricing Accept Quote OPG Created
Quote
Channel Quick Quote: Linking the Opportunity to a Quote

After the opportunity has been created successfully, all
programs applied & Deal Registration (ROE) is
APPROVED, click CREATE QUOTE to begin the Channel
Quick Quote experience. There are several places where
you can find the CREATE QUOTE button.
1 Click CREATE QUOTE from the end of the 1

OPPORTUNITY tab.
2 Click CREATE QUOTE from the DEAL

REGISTRATIONS tab when it’s clickable.
3 Click CREATE QUOTE from the QUOTES tab.
2
Training Tip: Do not refresh the page from the
browser during the Channel Quick Quote process. If
the page is refreshed during the Channel Quick 3
Quote process, Partners will have to go back to the
opportunity and search for the previous quote they
were working on when the refresh occurred.
Generate
Quote
Channel Quick Quote: Landing Page Layout

There are several options to help the Partner build 1
configurations and add products to a quote within the
Channel Quick Quote start page.
1 Users can request assistance at any time using the

REQUEST QUOTE ASSISTANCE tab. 2
3
2 The Quote Status is viewable and updated
during the Quoting Process.
3 Quote details will be displayed under tabs after

4
expanding the Quote Details panel.
4 Users can choose from several options to add

configuration or products to a quote.
5 The user can also use the quick key function to

add a product to the quote.
6 In the Cancel Quote panel, users are able to 5
cancel a quote easily.
7 To return to the quote list, click the BACK TO
QUOTES button. 6
7
Generate
Quote
Channel Quick Quote: Partner Tab Overview
The information available in each of the Partner tabs:
OPPORTUNITY INFORMATION QUOTE SETTINGS CUSTOMER tab Partners tab Quote Output
tab includes Quote, Opportunity, tab includes deal includes all includes Reseller tab*:
and Deal Details: details and price customer contact and Distributor • Quote export
• Quote Title descriptors: information: details: options
• Quote Creation Date • Deal Type • Customer • Reseller Name (PDF,.DOC,.XM
• Last Modified Date • Country Details and Address L, or.XLS)
• Opportunity Name • Currency • Customer • Reseller ID • Supporting
• Opportunity ID • INCO Terms Contact • Primary Contact document
• Customer Sales • Quote for Information name and Address
Representatives Internal Use • Sold To • Additional Reseller *The tab overview
• Deal registration, Program (flag) Address Email for Quote Output
name • Ship To • Distributor Name can be found after
• Deal Expiration Date address and Address GET PRICE.
• Deal registration status • Distributor ID
Generate
Quote
Channel Quick Quote: OPPORTUNITY INFORMATION Tab Layout
The OPPORTUNITY INFORMATION tab contains details

regarding the quote and opportunity, Hewlett
Packard Enterprise sales support contact, and deal
registration details.
Training Tips:
• Information within this tab is prepopulated from the opportunity.
• Important data will be pulled directly from the opportunity into the
quote; therefore, there will not be a need to re-key data.
• Deal Registration Details section contains the Deal Registration
ID that are displayed once they are approved.
Generate
Quote
Channel Quick Quote: QUOTE SETTINGS Tab Layout
Complete all relevant fields under the QUOTE SETTINGS

tab and click APPLY (optional):
1 The Deal Type includes Partner exceptions and regional

1 India
programs and is set to Standard by default. To select other
3
deal type, click the dropdown icon and choose from the list. 2 Indian Ruppee
Once it’s changed from Standard, there will be no pre-

approved price after clicking GET PRICE and the Partner 4
needs to wait for approval.
2 If it’s a Quote For Internal Use, Partners need to

select the check box.
3 The Country, Currency and INCO Terms are auto-populated

based on user profile setup. They can be changed from here,
but products and prices may be affected.
4 Click Apply.
Generate
Quote
Channel Quick Quote: CUSTOMER Tab Layout
Customer details, the customer contact information and sold

to and ship to details are available on the CUSTOMER tab.
Training Tips:
• Information within this tab is prepopulated from the
opportunity.
• Important data will be pulled directly from the
opportunity into the quote; therefore, there will not be a
need to re-key data.
Generate
Quote
Channel Quick Quote: Partners Tab Layout
The Reseller details and Distributor details are auto-

populated from Salesforce to the Partners tab.
Partners can enter additional Reseller emails under
Additional Contact.
Training Tips:
• Important data will be pulled directly from the
opportunity into the quote; therefore, there will
not be a need to re-key data.
• The Reseller name may not exactly match the
Reseller name on the opportunity.
Generate
Quote
Customer/Reseller Contact Information Overview
In order to reduce redundant steps and duplication of content population in both opportunity
and quote, customer and Reseller contact information is populated from Salesforce to the
quote automatically.
• The Reseller contact information is auto-populated from the opportunity to the quote under the Primary Contact
section within the Partners tab.
• If additional Reseller contacts have been selected in the SALES TEAM tab under the Additional information
section, the first contact information is passed to the Additional Contact field. Emails for the rest of the Reseller
contacts are populated in the Additional Reseller Emails section.
• The customer contacts information from the Opportunity details section are synced to the quote in the Customer
Contact Information field under the CUSTOMER tab.
Generate
Quote
Customer/Reseller Contact Information (1 of 3)
When Distributors create opportunities on behalf of Resellers, they

select a primary Reseller contact in the opportunity. 1
1 The primary Reseller Contact selected under the Channel

Partners section becomes the owner of the opportunity.
2 Under the Partners tab, Reseller and Distributor information

is populated under Reseller Details and Distributor Details.
Reseller Primary Contact details are also passed from the
opportunity.
1
Generate
Quote
Additional Reseller contacts can be added to the opportunity

and then synced to the quote.
1 Add additional contacts under the Channel Partners

1
section. They will show in the CONTACTS tab under
Additional information.
2 After creating a quote, the first contact details from the

list will be populated in the Additional Contact section.
3 If there is more than one contact, emails from the rest

of the contacts will be populated in the Additional 1
Reseller Emails field.
Training Tips:
• All contacts within the Additional Contact and Additional
Reseller Emails fields will receive the same quote notification
emails.
• Additional Reseller Email domains must match the opportunity
owner’s domain in order for the email to transfer to the quote.
• To manually add additional emails in the Additional Reseller
Emails field, after the last listed email, enter a ‘;’ and then the
email address. Separate additional manual emails with a ‘;’. 2 3
Generate
Quote
Customer contact information is also populated in the quote

if it is available in the opportunity.
4 Add customer contact information when creating the

opportunity. The info will show under the
Opportunity details section.
5 On the quote page, click the CUSTOMER tab to

view the Customer Contact Information section
that was pre-populated from the opportunity. 4
5
Generate
Quote
Add Configuration and Products Overview

Overview:
There are five different ways a Partner can begin adding configurations and products to
quotes using the Channel Quick Quote tool.
Partners now have the option to upload or build configurations and add or search products when creating a quote
within the Channel Quick Quote tool.
Import Options Build Options

1. Upload Configuration 3. Create Configuration
2. Upload Products 4. Search Product Options
5. Quick Key Capability
Generate
Quote
Exploring the Options to Add Configurations and Products
Details of the add configuration and product options are described

below:
1 Click UPLOAD under Configurations to import a file 1 2

containing Configured Products or a mixed file containing
both configured and loose products.
3 4
2 Click UPLOAD under Products to import a file containing
ad hoc parts/accessories. It does not validate
configurations.
3 Click CREATE under Configurations to create a

configuration using the self service configuration tool.
5
4 Click SEARCH under Products to search for and add ad
hoc parts/accessories.
5 Click the + button to use the Quick Key capability to add product
directly by SKU.
Generate
Quote
Uploading Single Configuration (1 of 4) Update how to load multiple

configs
Configurations can be uploaded by using the

UPLOAD button under Configurations which
supports the import of a configured system or a
mixture of configured system and standalone parts.
To upload a single configuration:
1
1 Click UPLOAD under Configurations.
2 Browse to the file with a single configuration.

Supported file formats include WWB, SDD,
XML, XLS and XLSX.
3 Click Upload.
Training Tips:
• For Configurations extracted from SBW, We
request you to upload ONLY the XLS / XLSX
file format in Quick Quote
• Compatibility of Configuration is not
checked for uploads using wwb, sdd & xml 2 3
file formats
• Users cannot import multiple files at once, and
must import configuration files separately if
they have multiple to a quote.
Generate
Quote
Uploading Single Configuration (2 of 4)
After the file content appears, view or edit the

content before importing the configuration:
1 2
1 The uploaded file will appear under the File
5
Content tab.
2 You can customize how the system imports

your file by clicking EDIT DATA MAPPING.
3 Specify the spreadsheet, part and quantity

columns, start row, and end row.
4 3
Click RELOAD DATA.
5 Click PROCEED WITH IMPORT once

satisfied with the displayed file content.
Training Tip: The Edit Data Mapping

button is visible for editable files only.
Generate
Quote
After clicking Proceed With Import, the system

will validate each line of imported configuration file
and provide validation result with icons and notes. 7
5 • The check mark sign indicates a valid and

imported part.
• The trashcan sign indicates the part is
5
obsolete and will not be added to the
configuration items grid. 6
• The plus sign indicates that the part is not
included in the import file provided but is
included in the items grid as an add-on.
6 For a product with a trashcan icon, you can

perform an eligibility check override if the
override check box is available (for details,
please refer to the Manage Product Fall
Out topic in later slides).
7 You can click RE-CONFIGURE to modify the
configuration in Bill of Material page. And then
add the modified configuration to the quote.
Generate
Quote
If there is no validation error: 8
8 Click SAVE.
9 Click NEXT when the success

message appears.
10 Click ADD TO QUOTE. The single

configuration will be added to the line
item grid.
9
10
Generate
Quote
Uploading Hewlett Packard Enterprise SW Configuration
Partners cannot search for Hewlett Packard Enterprise

SW products in the Channel Quick Quote configuration
tool, as these products are not currently covered in the
tool. The options to add Hewlett Packard Enterprise 1
SW products/configurations are:
3
1 Click Upload under Configurations to import
Hewlett Packard Enterprise SW configurations.
2 Click the + (Plus) icon to add a Hewlett

Packard Enterprise SW product directly to
the quote.
2
3 Hewlett Packard Enterprise SW products
cannot be searched out through SEARCH
under Products.
Training Tip: Details of how to import Hewlett

Packard Enterprise SW configurations are the
same as uploading other products. Please refer
to the previous four slides.
Generate
Quote
Uploading Products (1 of 3)
Ad hoc products/accessories can be uploaded

through the UPLOAD button under Products.
1 Click UPLOAD under Products.
1
2 Browse to the file. Supported file formats
include XLS and XLSX.
3 Click UPLOAD.
Training Tip: The product lists uploaded using the

Upload Products functionality are not validated by any
configuration tool. The products are subject to a series of
eligibility checks for quoting.
Generate
Quote
After the file content appears, view or edit the content

before uploading the products: 4 5 8
4 The uploaded file will appear under the File

Content tab.
5 You can customize how the system imports

your file by clicking EDIT DATA MAPPING.
6 Specify the spreadsheet, part and quantity

columns, start row, and end row.
7 Click Reload Data.
8 Click PROCEED WITH IMPORT once

satisfied with the displayed file content. 6
Training Tip: The Edit Data Mapping

button is visible for editable files only.
Generate
Quote
If there is no validation error:

9
9 Click SAVE.
10 Click RETURN TO QUOTE after

successfully added the products.
10
Managing Product Fallout
Partners can now perform manual override on several types of product eligibility checks to avoid having to request quote
assistance on certain scenarios of product fallout. Below are some eligibility checks Partner can vs. cannot override.
Can Override Cannot Override
• Product Lifecycle milestone dates • List Price not available

(start and end date) • Product number cannot be found
• Pricing validations other than List • Product number included in a
Price (pricing date is valid, price flag Product Line that requires an xml file
is active, delete flag = false) for factory build
• Product number not in one of the
included Product Lines
Generate
Quote
Managing Product Fallout: Eligibility Check Override (1 of 2)
Partners can now perform manual override on 2

certain eligibility checks that cause product upload
failure, instead of requesting quote assistance for
product fallout issues every time.
1 Select the check box in the OVERRIDE

column.
2 Click APPLY OVERRIDE. 1
3 Click OK in the Alert pop-up box.
Training Tips:
• The APPLY OVERRIDE button is grayed out
before selecting any product to override. 3
• Prior to performing a manual override, Resellers
should confirm with Distributors to ensure
Distributors indeed have the products in stock.
Generate
Quote
Managing Product Fallout: Eligibility Check Override (2 of 2)
After clicking APPLY OVERRIDE, Partners can

continue importing the products onto the quote by 4
clicking SAVE.
4 Click SAVE.
5 Click RETURN TO QUOTE after successfully

added the products.
6 A disclaimer will display indicating that the

quote contains products which failed eligibility
checks.
6
Generate
Quote
Searching Product (1 of 3)
To search for products and add them to the quote, we

can use the SEARCH function under Products:
1 Click SEARCH under Products.
2 If you know the exact part number, check the

radio button before Find by Part Number.
3 Enter the part number and click the search icon. 1
4 The product information will be displayed in a

table. Enter the QTY. 2
5 Click FINISH AND VIEW DETAILS. 3
5
Generate
Quote
Check the product details in the Product List and

save it to the quote
7
6 To delete the product, click the trashcan icon
to remove it and then click UPDATE to save
the change. Click SEARCH PRODUCTS to
6
add other products.
7 Click SAVE if the product is ready. 6
8 Click RETURN TO QUOTE after successfully 8

added the product.
Training Tip: The UPDATE button will be

clickable after modifying the products in the
Product List.
Generate
Quote
If users know the product description / the two

character product line: 1
Select the radio button before Find by 2

1
Description And Product Line. 3
2 Enter at least 4 characters in the first text
box and choose a product line from the
drop-down menu, if necessary. Click the
SEARCH button.
3 In the search result table, select the

products by adding a QTY
4 Click FINISH AND VIEW DETAILS.

Steps after this will be similar to Find 4
by Part Number.
Training Tip: If no product can be searched

out, an error will show: Search Results:
Product Not Found. This applied to both of the
search methods.
Generate
Quote
Creating Configuration Overview
To create a product configuration, user can click

CREATE under Configurations. The New
Configuration page will show. From here, we have
several options to build a configuration:
1 Choose a model from the product categories.
2 Click Help me choose the Solution…link.

2
3 Enter a product name in the Search for

Model bar and click the Search icon. 3
4 Select Product List under the product

categories, to search for and build an ad
hoc parts/accessories-only configuration. 2
1
4
Generate
Quote
Creating Configuration − Choose From Products (1 of 3)
If choosing a product, select a product category from the New Configuration screen
product list.
1 Click the suitable link to select a product model.
2 Click a specific product until you arrive at the last page.

1
3 Click the product name link to open the Bill of Material (BOM) page.
Training Tip: To change the default configuration and make your

own choice, click the CUSTOMIZE button.
3
2
Generate
Quote
After clicking the product link, the product configuration

details or Bill Of Material page will show.
5
4 All default components and pricing information
are shown in a table.
5 Define configuration titles by clicking the pencil icons. 6
6 Click the pencil icon before Multiply This

Configuration Qty to modify the component quantity. 4
7 Click the product name link under Manage My

Solution to show all option details of the product.
7
Click the specific link for a part to see options for it.
Training Tips:
• To add ad-hoc products/accessories, click the Product List tab and then SEARCH PRODUCTS.
• Click ADD PRODUCTS to choose other products to add to BOM. MAY WE RECOMMEND.. will
provide you with services that can be added to the configuration.
Generate
Quote
On the component options page, users are able 13

to check and modify the default selection for 10
each component.
10 Select the component to view details.
11 Default options will display. Check the

radio button to select the desired option. 12
12 Edit configuration properties by clicking

the drop-down link for a product.
11
13 Click SAVE.
14 Click NEXT and then FINISH to add

the configuration to the quote.
14
Training Tips:
• Navigation buttons can be used to move forward or
backward.
• To go back to the BOM page, click OVERVIEW.
• Upon SAVE, configuration Id will be finalized from a
temp one.
Generate
Quote
Creating Configuration − Help me choose the Solution
To build a configuration by using a guided solution

wizard: 1
1 Click Help Me Choose from the initial quoting

page or Help me choose the Solution…
from the New Configuration page.
2 Select an application and then follow 1

the guided solution wizard to select
desired options.
3 Click FINISH to go to the BOM page. The

following steps are similar to Choosing From
Product, please refer to the previous topic.
Training Tip: The corresponding product

description appears when you hold a cursor
over a solution wizard selection option.
3
Generate
Quote
Building Configuration – Search by Model
If searching by model, launch the New Configuration screen

by clicking CREATE under Configurations.
1 Enter the product name in the top right search bar and
hit the Search icon. 2
2 Click the product name from the search results.
3 Review and modify the configuration once directed to the

BOM details page.
3
1
Generate
Quote
Creating Configuration − Product List Only Configuration(1 of 2)
Partners can add ad hoc parts to a new product list only BOM:
1 Click the Product List link from the New Configuration screen to open the
accessories search/filter page.
2 User one of the search options to search out the products.

1
3 Select products by modifying their quantity.
4 Click FINISH AND VIEW DETAILS to open the BOM page.

2
4
Generate
Quote
Building Configuration − Product List Only Configuration(2 of 2)
Partner will be directed to the BOM page after

clicking Finish & View Details.
8
5 Partners can edit a product's quantity by
clicking the quantity number in the Qty
column, and delete a product by clicking
7
the Trashcan icon. Then, click UPDATE to
save the changes.
6 To add additional parts to the BOM, click 5 6
SEARCH PRODUCTS.
5
7 To add additional configuration to the
BOM, click ADD CONFIGURATION.
8 Once satisfied with the BOM, click SAVE,

NEXT, and FINISH to add the accessories
to the quote.
Generate
Quote
Building Configuration − Selecting Default Services Do we keep this

slide?
From the New Configuration screen, you can
select a default service type and recommended
solutions in User Settings, including a choice 1
between Fixed and Flexible Care Pack Services.
1 Click User Settings.
2 Select a service type and subsequent

configuration.
3 Click SAVE.
Training Tip: The type of services you

are able to select is dynamic and based
on the user settings to avoid dirty orders.
Generate
Quote
Building Configuration − Modifying Default Services
Once a configuration is chosen, a Hewlett Packard

Enterprise-recommended solution is pre-selected. The
service solution will automatically be included in the quote.
Partners can change or decline recommended services:
1 Click Services and Support Center under the

1
Manage My Solution section.
2 Select one recommendation under Global Support 2

Choice. Optimized/Standard/Basic recommendations
typically include: support, installation, startup, and 3
optional services such as upsell.
3 Click the Select Your Own option for more 4

customized services.
4 Click No Service and choose a reason to decline

default services.
Generate
Quote
Building Configuration − Cross-Sell/Upsell Services
Partners can access a guided Cross-Sell/Upsell experience

with the MAY WE RECOMMEND… button.
1 Click MAY WE RECOMMEND… to view and select 1

from cross-sell or up-sell service recommendations.
2 Set the quantity next to a service you want to include.
3 Click ADD TO CONFIG to add the recommended

services to the BOM.
2
Generate
Quote
Adding Ad hoc Parts with Quick Key
Partners can add ad hoc parts the line item grid by

directly entering the part number in Items grid with
the quick key function. 2
1
1 Click the white/gray + (Plus) icon to add an

editable line to the Items grid.
2 Enter a part number and then select desired

product from the dynamic drop-down menu.
3 Click SAVE from the sticker bar.

3
4 Product description will be retrieved.
Training Tips:
4
• The Partner must know the product SKU or part
number when using the quick key function. Partner
may encounter errors when applying pricing if a
part added is incompatible with the quote.
• If a part Partner wishes to add is obsolete, clicking
SAVE will remove the line from the items grid and
display an error message on top of the quote.
Generate
Quote
Understanding the Quick Key Capability
How it • It does not require any configuration steps, file upload, or search.
works • Minimal product validation; user goes directly from input field to product grid.
Business • User can quickly add specific SKUs directly to a quote.

value • Speed and fewer clicks for the user relative to product upload, search, or configuration process.
proposition
• Primary use case: add one or two products to an existing quote.

• Ideal for the experienced or power user.
Use case • User must know the exact Hewlett Packard Enterprise product number (no lookup, search, partial string
matching).
Generate
Quote
Line Item Grid after Adding Configurations and Products
Products and configurations appear in the Line Item Grid

for pricing after they have been successfully added.
1 The minus/plus icons collapse/expand
configuration components.
2 To delete single product/configuration, click the

trashcan icon.
1
3 To delete multiple products/configurations, 2
select the related check boxes and then click 4
Delete Selected. 3
4 To modify the configuration, click the re-

configure icon.
3
Training Tips:
• After adding products to the quote, the build options will show above the line item grid as a easy-
navigation row.
• The QTY column is editable. For configurations, changing the header level quantity will not affect the
component quantities.
Generate
Quote
Technical Services Attach Overview

• As a quote is being built within the Channel Quick Quote tool, the system will automatically attach technical
services (TS) to the quote for specific products.
• If the Partner does not desire the TS that are automatically attached during quoting, he/she may remove the
services manually.
Benefits of the TS Auto Attach to Partners process include:
• Saving the Partners’ time as the TS auto attach allows Partners to add services for their products without having
to search for related services.
• Reminding the Partner that support services are required for specific products being included within the quote.
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Quote
How the TS Auto Attach Works
If the Partner selects a product that offers services, those services will be
automatically attached. If attached services are not wanted, the Partner
can easily remove them from the Line Item Grid.
Auto Attach occurs under the UPLOAD and SEARCH function for 1
Products. Let’s take the search process as an example:
1 Search out the desired product, specify a QTY and click FINISH
AND VIEW DETAILS.
2 In the Product List tab, services are auto-populated under the

product.
2
3 To remove the services here, click the trashcan before the first
service and click UPDATE to save the changes.
3
4 After adding the product and services to the line item

grid, Partners can remove services by selecting the
check box before them and click Delete Selected.
Training Tip: Automated TS Attach does not work with

the Quick Key Capability.
4
Generate
Quote
Introduction to Selecting a Preferred Distributor

Overview
• Enforcing a single Distributor provides assurance that a Distributor’s investment in pre-sales resources on
configuration solutions, product consultancy, multiple quotation cycles, and inventory provisioning is protected.
• When enabled in a country, Partners will be required to select a single Distributor, if more than one Distributor
has been selected in the opportunity.
If a Partner wants to change the Distributor who has been locked for a quote, they need to go back to the Product
Pending status first:
• If the quote status is Pricing Pending, click the Back button.
• If the quote status is Processing Price Request, click Cancel, and then click the Back button.
• If the quote status is Quote Review, click the Revise button.

Generate
Quote
Select A Preferred Distributor (1 of 3)
When preferred Distributor logic is enabled and more

than one Distributor has been added to the opportunity, 2
an error message will appear upon clicking GET PRICE.
1 Click GET PRICE after adding

products/configurations.
2 The quote status remains as Product Pending 3

and an error message displays.
3 Click the Quote Details panel.

1
Generate
Quote
Select a preferred Distributor from the Partners tab.

4
4 Click the Partners tab from the expanded Quote Details panel.
5 Select the Set Single Distributor radio button before the desired
Distributor. And, then click GET PRICE again.
5
Generate
Quote
An eligibility check is performed upon GET PRICE.
6 When the Distributor eligibility check fails, an error 6

message appears.
7 If the eligibility check passes and the price returns, a

message appears.
7
Generate
Quote
Introduction to Pricing
Overview
The new Channel Quick Quote pricing approach offers Partners real-time market relevant pricing without the need
for assisted pricing reviews or to request special pricing. The new Channel Quick Quote pricing logic allows for
more visibility into the pricing approach and discounts applied through the Line Item Grid.
Benefits of the New Pricing Structure
• Improved quote TAT by enabling automated customer and opportunity specific pricing
• More efficient Partner experience
• Program benefits applied to the initial price
• Less time required from Hewlett Packard Enterprise to provide pricing assistance
• High touch pricing requests expected to decline
Generate
Quote
Channel Quick Quote: Get Price

1
After building the quote, get pricing information by clicking the
GET PRICE button.
1 The quote status changes to Price Pending after adding
products/configurations.
3
2 To add a single product or delete a
product/configuration, select the related add or delete
2
button.
3 Click GET PRICE.

> If Special Pricing is eligible, you will be led to an auto
escalation form
> If Special Pricing is not eligible, please place your
request via MOQ motion
Training Tip: To delete multiple line items, select the check

boxes for the lines and click Delete Selected.
Generate
Quote
Line Item Grid – Reseller View
This table explains the Reseller view for the Line Item Grid
together with the field and description.
1 The component pricing is generally hidden by default,

but may be shown depending on the country settings. 1
Line Item Field Description

Reseller Net Discount The Reseller’s total net discount of a line item or bundle based on a sum of applicable discounts
Recommended Price The Reseller’s recommended price based on a Distributor’s net price + IBP uplift
When the Partner is not satisfied with the Instant Pricing and uses Escalate Pricing or when the request
Reqt Disc
is escalated automatically by the system, the RBP fields including Reqt Disc and Reqt Type will appear
Reqt Type A user selected drop-down that denotes the Reqt Disc method (i.e. % off, $ off, requested buy price)
If there is a Deal registration approved for the respective request, the discount value determined by a
Program Benefits
certain program will show under Program Benefits
Programs The Deal Registration programs associated with a line item
Recommended Price with
The Reseller’s net price plus benefits from Deal Reg
Benefits
Generate
Quote
Pricing Exceptions and Escalations
Overview
The new Channel Quick Quote pricing approach now offers Partners self-service
pricing; however, Partners are still able to request assistance if they want or need
special pricing assistance from Hewlett Packard Enterprise.
Examples of Pricing Exceptions or Escalations include:

Pricing for new customer accounts
Partner selected exceptions
Pricing information is missing
Changing price descriptors
Special requests that are made via the Escalate Price hyperlink
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Quote
Pricing for New Customer Accounts (Exception 1 of 3)
If a Partner creates a new customer before the customer is verified:
• Quote created for the customer will be priced with budgetary pricing.
• Partners will have to re-price once the customer is verified.
If ACCEPT PRICE or ESCALATE PRICING is clicked before the customer is verified, a message will display:
Please note that we will need some time to verify (or create) the end customer details. You will be notified once the
process is complete.
Test for new customer with LRS

Generate
Quote
Partner Selected Exceptions (Exception 2 of 3)

1
If a Deal Type value is selected, the quote will be auto-escalated upon
GET PRICE. 2
1
1 Click Quote Details.
2 Select a Deal Type from the Deal Type drop-down menu or

select the Quote for Internal Use check box. 3
3 Click GET PRICE after adding products/configurations.
4 Complete required fields in the auto-appearing Request 4

Pricing Escalation form.
5 Select Reseller Reqt Type in the Reseller REQT TYPE

column and enter a Reseller Reqt Disc value in the 5
Reseller REQT DISC column for each ad hoc
part/accessory and for at least one row of a configuration.
RBP can also be setup at quote level from the Auto
Allocation section.
6 Click SUBMIT.
6
Generate
Quote
Changing Price Descriptors (Exception 3 of 3)
Changing currencies or incoterms could cause products to

become invalid on the quote. Products must be reconfigured and
validated within the Line Item Grid before clicking GET PRICE.
1 Change currency or INCO term values in the Currency 1

or INCO Term fields.
2 Click APPLY. 2
3 Click GET PRICE. Products may become invalid after

changing price descriptors. In this case, the Partner needs to
reconfigure the Line Item Grid before clicking GET PRICE.
3
Training Tips:
• Products that are not able to be priced under the new price
descriptors will revert back to 0.
• Partners can only select Price Descriptors based on the valid
set of Descriptors for a country. After clicking GET PRICE,
Partners would not be able to change the Price Descriptor
unless they return to the Products Pending quote stage.
Generate
Quote
Partner Pricing Escalation
Partners can request pricing assistance by using the

Escalate Pricing link.
1
1 Click Escalate Pricing.
2 Complete required fields in the auto-appearing

Request Pricing Escalation form.
3 Select Reseller Reqt Type in the Reseller REQT

TYPE column and enter a Reseller Reqt Disc 2
value in the Reseller REQT DISC column for
each ad hoc part/accessory and for at least one
row of a configuration. RBP can also be setup at
quote level from Auto Allocation section. 3
4 Click SUBMIT.
5 To cancel the escalation, click the CANCEL button.
4 5
Generate
Quote
Pricing Auto Escalations
If the system is unable to automatically apply pricing after

the Partner clicks GET PRICE, the quote will be auto-
escalated and the status changes to Pricing Request.
Partners need to complete all the required fields and 1
submit the request.
Complete required fields in the auto-appearing

1
pricing escalation form.
Select RESELLER REQT TYPE and fill in a 2
2
RESELLER REQT DISC value for each ad
hoc/standalone part and for at least one row of a
configuration. RBP can also be setup at quote level
from Auto Allocation section
3 Click SUBMIT to proceed or CANCEL to cancel
pricing escalation. 3
4 The status will get updated after the Escalation

Request is submitted.
4
Generate
Quote
Pricing Escalation Detail Retention (1 of 3)
When a Partner revises an approved quote which was

escalated previously, and adds new products without
changing the existing products, the previously approved
pricing will be retained if the quote qualifies, after clicking
GET PRICE.
1 Click REVISE QUOTE.
2 Quote Status changes to Products Pending. Deal 1

Type, Internal Use flag will be retained.
2
3 Partner adds new products. Existing products

remain the same.
2
4 Click GET PRICE
4
Training Tip: Newly added products don’t trigger
auto escalation, if the quote qualifies.
3
Generate
Quote
If a Partner decides to escalate pricing again, all information from the 5

last escalation will appear.
5 Approved price from last version remains. Instant price returns
for newly added product.
6 Partner reviews the pricing and then clicks Escalate Pricing.
7 Escalation request information from last escalation shows up.

6
8 Partner requested type and discount remains.
9 Previous Auto Allocation data is also visible if there is any.

7
10 Partner modifies the information and clicks SUBMIT.

8
10
Generate
Quote
When the escalation is finally approved, quote status

changes to Quote Review and the expiry date shows.
11 Newly calculated quote expiry date. 11

Generate
Quote
Price Request Status
Price Request is an intermediate status between Products

Pending/Price Pending and Processing Price Request. Let’s take
Partner Escalation as an example:
1 Click Escalate Pricing when the Quote Status is Price

Pending, and then the status will transition to Price Request.
2 Quote Status changes to Price Request. Partner needs to

fill in the escalation form and desired discounts, and then
click Submit. After it has been successfully submitted, the
status will change to Processing Price Request.
1
2
Training Tip: Auto escalation shares similar

process. Upon clicking GET PRICE, when
auto-escalation criteria is met, the quote status
will change to Price Request.
Generate
Quote
Partner Escalation Note
Upon clicking Escalate Pricing after getting price

on a set of configuration, Partner might see the 1
following error message: A price for your quote
has been approved. Please contact your Hewlett
Packard Enterprise Representative for further
information if required.
1 This message indicates that the pricing

provided in the line item grid is the best for the
products and it’s not eligible for escalation.
2 Partner can then click ACCEPT PRICE to proceed.
3 If Partner gets further concerns, they should

contact their HP representative.
2
Generate
Quote
Pricing Exception Conditions
Some quotes do not qualify for special pricing, due to

specific conditions tied to the opportunity. If further
clarification is required, Partners can contact their
Hewlett Packard Enterprise representative.
1 Partner clicks GET PRICE.
2 A message appears: Your request does not 1

qualify for special pricing. Please contact
your HP Sales Representative for
clarification.
2
Generate
Quote
Introduction to Quote Revision and Cloning

Overview:
The quote revisions are managed differently depending on when the Partner wishes to revise the
quote during the Channel Quick Quote Process.
Cloning is a feature available within the Channel Quick Quote tool, which allows the Partner to
copy a quote and reuse the data within the copied quote as the foundation for a new quote.
Revising a Quote Before the Quote is Locked:

• Partners can make quote modifications themselves up until they ACCEPT QUOTE.
Revising a Quote After the Quote is Locked:

• If a Partner has already accepted a quote, this means the quote is now locked and they will need to
Request a Quote Revision from the Locked Quote page. Partner will need to contact Sales Ops to assist
in making quote modifications.
Points of Consideration for Cloning:

• Cloning capabilities are available at any time within the Channel Quick Quote system.
• Users cannot clone a configuration independently of the quote.
Generate
Quote
Channel Quick Quote: Revision and Clone Overview
Revise
System creates new Quote ID remains

User Creates Quote Eclipse Deal XYZ is
Eclipse Deal User Clicks Revise the same
Quote ID 123-01 updated to V2
ID XYZ V1 Quote ID 123-01
Clone Quote
System creates new

User Creates Quote User Clicks Clone System creates new System creates new
Eclipse Deal
Quote ID 123-01 Quote Quote ID 456-01 Eclipse Deal ABC
ID XYZ V1
V1
Generate
Quote
Channel Quick Quote: Revision and Clone Implications
Revise Clone Quote
• Quote ID remains the same 123-01. • System creates new Quote ID 456-01.
• Eclipse Deal ID XYZ remains the same • Configuration of the cloned quote is
but the version is updated to V2. saved.
• Salesforce Hewlett Packard Enterprise • Prices of the cloned quote are wiped out.
Quote List will display Quote ID123-01. • System creates new Eclipse Deal ID
ABC V1.
• Salesforce Hewlett Packard Enterprise
Quote List will display Quote ID123-01
and Quote ID 456-01.
Generate
Quote
Revising Quote
The REVISE QUOTE option is available in the following

quote statuses:
• Quote Review
• Quote Rejected
We’ll take the first scenario as an example:
1 Click the REVISE QUOTE button when quote status is

Quote Review.
2 The quote status changes back to Products Pending.

1
3 Click GET PRICE again after modifying products.
2
3
Generate
Quote
Cloning Quote (1 of 2)
In this quote example, the status is Price Pending.

2
2
1 The header references the previous quote.
2 Click Clone Quote. After clicking the Clone

1
Quote button, a new quote will be created.
Generate
Quote
Cloning Quote (2 of 2)
The original products and configuration is saved 1 2

onto the cloned quote. However, prices are
cleared out. The Quote ID was updated to a new
number and the status of the quote becomes
Products Pending.
1 This is the new Quote ID.
2 The new Quote Status is Products

Pending.
3 These are the products from the previous
quote.
3
Generate
Quote
Revising Quote After the Quote is Locked (1 of 3)
After the quote has been accepted and is locked, the

Partner can only revise the quote by using the
REQUEST REVISION button. 1
1 The quote status is completed and locked.
2 Click REQUEST REVISION. A request

assistance form will open in a new window.
Training Tip: Revisions that take place after the quote is locked will not
be immediately updated within the Channel Quick Quote system but will
be reflected in the Special Pricing Communication Tool.
Generate
Quote
In the request assistance window,

3
complete the request assistance form
and click Submit Request.
1 Select Request Category
1
from the Request Category
drop-down menu.
2 Attach any supplemental

information (optional).
3 Click Submit Request.
Training Tip: After the request

form is submitted, a Hewlett
Packard Enterprise representative
receives the request and contacts
the Partner after the request is
resolved.
2
Generate
Quote
After the Web form has been successfully submitted,

the quote status changes to Revised. And Partners
should reference the Special Pricing Communication 1
Tool for the latest information on their quote.
1 After the revision is complete, the status will

be marked as Revised to indicate changes
have been made.
Generate
Quote
Viewing the Opportunity Dashboard (After the Quote is Locked)
After submitting the quote revision request, Partners can view the quote status within the Opportunity page under the QUOTES tab. To see
any revisions, Partners must use the Special Pricing Communication Tool.
1 The Quote Status column entry will be updated to Pending or Revised within the opportunity.
1
Generate
Quote
Channel Quick Quote: Accept Price
After clicking GET PRICE, the Partner can review and accept
the price by clicking the ACCEPT PRICE button if they are
satisfied with the pricing. 1
1 The Quote Status field changes to Price Pending

after GET PRICE.
2 If Partners would like a new price or would like to

request a price revision, the Escalate Pricing
link should be clicked.
3 The Partner should review the Terms and

Conditions before accepting the price.
4 Partners can modify the quote and edit

configurations and products, by clicking the
REVISE PRODUCTS button. 5
5 If user is OK with the pricing, click ACCEPT 4

PRICE. Quote status will change to Quote 2
Review, Partner can accept quote from there. 3
Generate
Quote
Channel Quick Quote: Quote Output Tab
The QUOTE OUTPUT tab is enabled after GET PRICE.

You can download a copy of your quote from the
QUOTE OUTPUT tab in QUOTE DETAILS.
1
1 The Include Cover Sheet check box is defaulted.
2 Select a file type and click the corresponding 2

EEPORT or EMAIL button.
3 Click to attach relevant documents, and optional 2

fields provided to include additional information.
4 The user can double-click either of the Cover

Sheet or Summary Comment text boxes to edit 4
the cover sheet or summary comment content.
Generate
Quote
Eclipse Deal Creation Failure
If one or more line items in a quote fail as the result of bad

data, Eclipse will prevent the deal creation or visioning, and
an error message will display in BMI.
Let’s take the create new deal scenario as a example.
1 Click ACCEPT PRICE after pricing returns for all

products.
2 An error message will show if one or more line items fail. 1
3 No deal will be created and no Deal ID will show in the

line item grid.
3
Generate
Quote
Requesting Quote Extension (1 of 2)
Email notifications will be sent out to Partners seven days

before the quote expiry date.
Partners need to open the quote with Quote Review status
and take actions.
1 Click REQUEST EXTENSTION.
2 The quote status changes to Processing

Price Request.
1
Training Tip: REQUEST EXTENSTION only

applies to escalated requests.
Generate
Quote
Requesting Quote Extension (2 of 2)
After the request is approved, the quote status

changes back to Quote Review with the new
expiry date. 3
3 The quote status changes back to Quote

Review. 4
4 The new expiry date returns.
Training Tip: Quote expiry date will be in

local date and time.
Generate
Quote
Channel Quick Quote: Accept Quote
After the Partner is comfortable with the pricing, the quote

should be accepted by clicking the ACCEPT QUOTE button. 1
1 The quote status changes to Quote Review in the Quote

Review stage.
2 Review the Terms and Conditions before accepting the

quote.
3 A warning message displays and reminds you to check

deal registration status if you have any: If you have any
Pending Hewlett Packard Enterprise Unison Deal
Registration Benefits that are not Approved, they may
be lost if you Accept Quote prior to their Approval.
4 Click ACCEPT QUOTE.
3
4 2
Generate
Quote
Accept Quote for Expired Quotes
If Partners click ACCEPT QUOTE for expired 2

quotes, an error message will appear.
1 Partner clicks ACCEPT QUOTE for an

expired quote.
2 Error message says: We are unable to

proceed as your quote has expired.
Please create a new quote.
1
Generate
Quote
Channel Quick Quote: OPG Created
After the Partner has officially accepted the quote, the

quote becomes orderable and locked.
2 1
1 The quote status changes to Orderable.
2 The Deal ID field displays the Deal ID.

3
3 The quote is complete and locked.
Training Tip: All Quote information is communicated in

Special Price Communications from this point forward.
Generate
Quote
Channel Quick Quote: Cancel Quote (1 of 2)
You are able to cancel any old, draft, abandoned or test quotes that you will not use
again from the Cancel Quote panel . Only the quotes that are not in the Orderable
status can be canceled. 1
1 After expanding the Cancel Quote panel, select a cancel reason from the 2
Cancel Reason drop-down menu.
2 Optionally, you can enter a cancel comment in the Cancel Comments field. 3
3 Click CANCEL QUOTE.
4 Quote is locked and status changes to Cancelled.
Training Tips:
• Once the quote is canceled, it cannot be resumed and the only
action you can do with the quote is to clone it.
• Deals associated with canceled quotes will be canceled
automatically.
• The Cancel Reason drop-down menu, Cancel Comments
field and Cancel Quote button will not show for quotes in the
Quote Rejected status.
Generate
Quote
Channel Quick Quote: Cancel Quote (2 of 2)
By default, the canceled quotes are hidden in the

Salesforce QUOTES section; however, you can
click SHOW ALL to view all quotes including
canceled ones, which you can identify from the 1
STATUS column.
1 Click the SHOW ALL button to view

the canceled quotes.
2 Cancelled quote shows in the quote list.
3 To hide a canceled quote, the user

should select the check box before it
and click HIDE.
3
2
Generate
Quote
Quote Status Notification
Partners will receive email notifications when the

quote status changes from Processing Price 1
Request to Quote Review and when the quote
transitions to Orderable.
1 An email notification is sent when quote status

changes from Processing Price Request to
Quote Review.
2 An email notification is sent when the quote

status changes to Orderable. 2
Training Tips:
• Both the sender of quote notifications and the
sender of special pricing tool notifications will
be changed to:
NoReply.HPEIntegratedQuoting@hpe.com.
• Partners need to add this e-mail address to
their address book to ensure e-mails do not
get filtered into spam folders.
User Support Overview
Overview:
There are now four types of user assistance options available to help Partners as they
create quotes and navigate throughout the new quoting environment.
General User Support Quoting User Support

1. General Assistance 2. Quote Assistance
3. Pricing Assistance
4. Quote Revision Assistance
(Note: This has been covered in
the Quote Revision section.)
Requesting User Support Availability
Users may request assistance at any point during the Channel Quick Quote Process.
Overall Channel Quick Quote E2E

Experience
Create Deal Reg Build AcceptPrice Generate

Generate Accept
Accept OPG
Login Accept Price Accept Price Build Get
GetPrice
Price Accept Quote
Oppy (Optional) Price Quote
Quote Quote Created
• Login to • Create • Register • Add • High • Review • Quote is • Review • Receive

the opportunity for products visibility to pricing generated quote quote
Partner in programs or configs list price for preview document
Ready Salesforce (optional) to quote and • Confirm • Accept
Portal program pricing quote • Provide
• Manage • Complete incentives quote to
opportunity and/or Distributor
import for
configs purchase
Assistance Hierarchy for Resellers and Distributors
Users may request assistance at any point during the Channel Quick Quote Process. Resellers and Distributors should
follow the hierarchy described below when requesting assistance.
Resellers Support Options Distributors Support Options
1. Seek self-help resources 1. Seek self-help resources
2. Contact Distributor 2. Contact Hewlett Packard

Enterprise Sales Business
Manager
3. Contact Hewlett Packard
Enterprise Sales
Representatives
4. Contact Global Support

Solutions Team
1. General Assistance Overview
Overview:
• For general system and user assistance, the Partner will use Request Assistance
form in a window that is launched from the Partner Ready Portal.
• If operating in Salesforce, the Partner will need to go back to the overall Partner
Ready Portal to access this support option.
Benefit of using Unison Quoting

• General system or Portal assistance
• Tool and browser assistance
EMEA
Training Tip: General Assistance is located outside • Secure (after log in) EMEA Form
of the Channel Quick Quote System.
• Public (before log in) EMEA Form
Requesting General Assistance
From the Partner Ready Portal window, navigate to and fill

out the related assistance form.
1
1 Click GET SUPPORT.
2 Select options for your ticket.
3 Click Submit a support case.
Training Tip: General Assistance is located

outside of the Channel Quick Quote System.
3
Completing the General Assistance Support Request
Select Integrated Quote from the support category. Complete all fields in the
assistance Web form and click SUBMIT.
1 Select Quoting Tools as the reason.
2 Select a scenario from the drop-down menu.
3 Include details in the Subject and Description fields.
4 Click SUBMIT..
1
2
2
Training Tips:
• The portal page should remain open while users are working in 3
Salesforce and Channel Quick Quote.
• User selects BMI from the support category and the appropriate
Reason.
• Some webform information will be prepopulated if you are already
logged into the Partner Ready Portal.
4
Submitting the General Assistance Support Request
After the Partner has successfully submitted this Web form, the
Partner will receive an automatically generated message
containing a ticket number to track the request. A Partner can
also attach documents, if necessary.
1 The Unique Ticket# is generated.
Training Tip: Partners will receive a Case Closed notification once

their support request has been resolved. You can take the time to
provide feedback on your experience with the support you get from
Hewlett Packard Enterprise.
2. Quote Assistance Overview
Overview:
Quote assistance is used when the Partner needs any quote- or configuration-related
assistance. If Partners need general tool support, they must use the General Assistance
option in the Partner Ready Portal (*see assistance type #1).
• Benefit
When ofhas
a Partner using Unison
a question relatedQuoting
to their
quote.
• When a Partner has a question or needs Hewlett

Packard Enterprise assistance with a configuration.
• When the system instructs the user to use Request

Quote Assistance.
• When a Product Fallout has occurred.

Requesting Quote Assistance
Click the REQUEST QUOTE ASSISTANCE link at any 1

point during Quoting to access the Quote Assistance form.
1 Click REQUEST QUOTE ASSISTANCE.
2 Complete the Assistance form that appears.
Training Tip: The Quote Assistance and Quote

Revision Assistance forms are the same form. Users
will select different Request Types within the form.
Completing the Quote Assistance Request Form
Select Quote Assistance or Product Fallout from

the Request Category drop-down menu. Complete 2
the form and attach any related files and click
Submit Request.
1 Select Quote Assistance, Product Fallout, or 1

HP Configuration Support.
2 Click Submit Request.
Training Tips:
• Product fallout occurs when a product
cannot be added to quote. Users should
attach their upload file and a screenshot of
the error for product fallout assistance.
• The quote is not locked. Quote Status
does not change.
Generate
Quote
Receiving Quote Assistance (Before the Quote is Locked)
After the quote assistance request has been successfully submitted, the following actions will occur:
Hewlett Packard Enterprise will receive an email with the request and all form information.
Once the request has been processed, the Partner will be notified.
The quote status will not change until the request has been addressed (status will remain Pending
until the issue is resolved).
3. Pricing Escalation Overview
Overview:
• Pricing escalation is available before Accept Price after the Partner clicks Get Price.
• Note: Partners are now initially offered the best possible market relevant price and
should not need to escalate pricing, which requires justification and increases TAT for
pricing response.
• ToBenefit of using Unison

validate pricing/self-service Quoting
pricing errors.
• When the system instructs the user to seek

pricing assistance.
• When pricing cannot be provided by the system.
• When the Partner chooses to escalate price for

a valid business reason.
Completing Pricing Escalation Requests
Complete all fields within the form including RBP and

click SUBMIT.
1 Complete required fields in the

auto-appearing pricing escalation form.
2 Select Reseller REQT TYPE and fill in a Reseller

REQT DISC value for each ad hoc/standalone part
1
and for at least one row of a configuration. RBP can
also be setup at quote level from Auto Allocation
section
3 Click SUBMIT. Quote status will change to

Process Pricing Request.
2
3
Resolving Escalate Pricing Requests
After the Escalate Pricing Request is successfully

processed, the Partner will receive an email notification.
At this point, the Partner should log back into their quote 1
to accept the quote to make it orderable.
1 When the Partner logs into the quote after the pricing
escalation has been addressed, Quote status
changes to Quote Review. The approved discount is
displayed and the quote is ready to be accepted.
Training Tips:
• The price escalation request might not be granted. If the
Price escalation request is not granted, no additional pricing
discounts will be included in the price offered.
• If the price escalation request is honored, the approved
discount amount value could differ from the original request.
Training Course Agenda
Channel Quick Quote Training topics will include:
1 The Benefits of Channel Quick Quote 10 min
2 Channel Quick Quote Overview 5 min
3 Process Overview 147 min
4 Support Overview 20 min Total: 3 hr. 22 min
5 Special Pricing Communications Tool 10 min
6 Reporting 10 min
Channel Quick Quote: Special Pricing Communications Tool
The Special Pricing Communications Tool is a vehicle

through which Resellers and Distributors can obtain
important quote specific communications and information
after a quote has been created and accepted.
1
1 Enter Login ID, Password and click Login.
Special Pricing Communications Tool: Landing Page Search
The Search deals page will show by default

after login.
1
1 Enter your search criteria.
2 Click Submit.
2
Special Pricing Communications Tool: Deal Search
Click a deal number for specific details on each

deal.
1 Click to modify search criteria.
2 Sort by columns.
1
3 Click the Deal Number to view individual
deals.
4 Select the lines to e-mail or export, and
click E-mail or Export.
3 2
4
Special Pricing Communications Tool: Downloading Search
Results
Download and export search results.
1 Select the lines to E-mail or Export, and

click E-mail or Export.
2 Click Submit.
2
Special Pricing Communications Tool: Deal Details
Click a deal number for specific details on each deal.

You may e-mail or export deal(s) or modify the
search criteria.
1 These are the options to download a list of

Partners or view the list of Partners.
1
Special Pricing Communications Tool: Managing Deals (1 of 2)
Partners can change deal version, pricing structure, and pricing

period.
1
1 Select deal version and click Change version.
2 Select new currency to convert to and click Translate.
3 Select pricing period and click Change date.

2
3
Special Pricing Communications Tool: Managing Deals (2 of 2)
Currency Conversion on Global Deals is described

below.
1 Select new currency to convert to and click

Translate. 1
2 This is the regional Remaining qty.
2
Special Pricing Communications Tool: User Support
For user support, click Contact Hewlett Packard 1

Enterprise Company or call your local support
number.
1 Click Contact Hewlett Packard Enterprise

Company.
Training Course Agenda
Channel Quick Quote Training topics will include:
1 The Benefits of Channel Quick Quote 10 min
2 Channel Quick Quote Overview 5 min
3 Process Overview 147 min
4 Support Overview 20 min Total: 3 hr. 22 min
5 Special Pricing Communications Tool 10 min
6 Reporting 10 min
Partner Ready Platform Salesforce Channel Quick Quote
Reports (1 of 3)
The Salesforce Channel Quick Quote reports can be pulled by following these
steps:
1 Log on to Partner Ready Portal with your credentials:
User ID and Password and click Submit.
2 Under My Workspace, click Register Deals.
3 Click the GO tab.

1
3
Reports (2 of 3)
The Salesforce Channel Quick Quote reports can be pulled by
following these steps:
4 Click Reports.
4
5 Select the folder PR - DR Partner Deal Reg Reports.
5
6 Select the desired report to run.
7 Once selected, click Run Report to view all available 6

fields or select Export Details to export the report into an
Excel Spreadsheet. 7
Reports (3 of 3)
The Salesforce Channel Quick Quote reports can be pulled by
following these steps:
7
7 Ensure Export File Encoding = Unicode and Export
File Format = Excel Format.xls and click the Export
button.
8 Click Open for the file to open in a spreadsheet. 8
9 Click Yes on the pop-up alert from Excel to open

the file.
10 Save the report with desired name. 9

Course Summary
You should now be able to…
Describe Channel Quick Quote and how it will benefit

Hewlett Packard Enterprise Partners.
Navigate through the Channel Quick Quote system.
Describe the assistance types available to Partners and

how to resolve the assistance requests.
Explain the basics of the Special Pricing Communication

Tool.
Describe how to leverage the reporting functions.

Congratulations!
You have completed the Channel Quick Quote (Resellers) training course!
Don’t forget all the resources available to you:
Quick Reference
Web-Based Training Guides and Job
Aids

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Verwandte Titel

Hewlett Packard Enterprise: Deal

Registration & Channel Quick Quote

Provide an overview of the Deal

Provide the key benefits of using

Provide an overview of the Deal

What is Deal Registration?

2. Provides a standard process across multiple

• By registering a deal, there is a system of record that

• Simple and quick partner online deal registration with ease

Deal Registration: High-Level Process

Sales HPE Resellers HPE Resellers

Create a new opportunity and

Add existing and new customers

At the end of this Add Distributor and Add

Clone an existing opportunity

Deal Registration: Register Deal Revisit this slide to check

Sales HPE Resellers HPE Resellers

Manage Submit the

This demonstration will cover…

• Submitting a New Deal Registration Go to

Accessing Deal Registration on the Hewlett Packard Enterprise

2. Click My Workspace then

4. Completing the Opportunity

Track the status of your Deal

At the end of this Update and resubmit a deal after

Access Deal Registration

Deal Registration: Manage Deal

Sales HPE Resellers HPE Resellers

Reseller partner notification

Reseller partner notification

This demonstration will cover…

Checking Deal Status

Partners can request deal extension

Reseller partner notification

Partner “Get Support” link

Partner Deal Registration User Rights

1. Extend the rights of the existing partner user

Extended partner user administration rights

Role Description User Right

At the end of this

Deal Registration: Create Quote

Sales HPE Resellers HPE Resellers

Introduction to Channel Quick Quote (CQQ)

2. The quote will be returned and displayed on the

Only proceed to create new quote with approved Deal

At the end of this

Deal Registration: Win or Loss Deal

Sales HPE Resellers HPE Resellers

This demonstration will cover…

View and run reports on closed

This demonstration will cover…

1. End Customer Name

Go Live Date : 4th July, 2016

How to Get Support :

Describe Channel Quick Quote and

Describe how to leverage the

Channel Quick Quote: Linking the Opportunity to a Quote

1 Click CREATE QUOTE from the end of the 1

2 Click CREATE QUOTE from the DEAL

3 Click CREATE QUOTE from the QUOTES tab.

Channel Quick Quote: Landing Page Layout

1 Users can request assistance at any time using the

3 Quote details will be displayed under tabs after

4 Users can choose from several options to add

5 The user can also use the quick key function to

Channel Quick Quote: Partner Tab Overview