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Frequently Asked Questions

FAQs about Quoting Software for VARs of ICT Value Added Resellers. We’ve gathered the most crucial questions about creating a quote as a VAR.

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Bill of Material (BoM) to Quote Management

Is it possible to import BoMs from different sources (Vendors and Distis), without having to manually copy & paste?
How can I ensure that my BoM (vendor or Disti) maintains it's structure when I import it into my CPQ?
Is it possible to maintain control over the integrity and validity of my vendors' configuration when I'm importing my BoMs into the CPQ?
What is the best way to manage and produce complex subscription quotes?
What is the best way to modify an existing subscription quote?
My customer's ICT maintenance contracts are coming up for renewals. How can I manage the maintenance renewals quotes, easily?
What is the best way to create renewal quotes from ICT maintenance contracts?
What's the best way to figure out what my Cisco VIP rebate will be?
What is the best way to manage ICT vendor programs in one integrated system?
What is the easiest way to apply special discounts modes while I'm creating a quote as a VAR of ICT?
What is the best way to solve the problem of limitations on the size of the quote I'm creating?
What is the best way to import a BoM into my CPQ?
Is it possible to automatically create one unified, formatted quote from BoMs of multiple vendors and sources?
Is it possible to get quick access to SKU's, items or services, previously quoted? How can I save time and quickly add them to the quote I'm currently working on?
In quoting for ICT VARs, what is the best way to define the pricing rules, by item type?
How can the items I'm quoting, be associated with the right supplier and/or Manufacturer (Vendor)?

Integration, API and Intelligent Parsing in ICT Quotes

Is it possible to import Cisco Estimates / Deal Registrations into one quoting platform?
Is it possible to import Cisco Renewal quotes into one manageable platform?
How can I easily import different types of Disti file formats into one quote?
Is there a limitation on the number of lines a quote can incorporate?
Is there a limitation on the number of lines a quote can incorporate?
I want to avoid messy copy & paste where my data gets messed up. How can I preserve the format of the original BoMs?
Is there a way to import multiple vendor Boms in multiple formats, into one quote?
Is it possible to import multi-vendor quotes into one quote?
How can I utilize my Disti's API to import a BoM?
What BoM formats can I import into a quoting tool?
Is is possible to integrate quoting applications with leading ERP solutions?
Can StrataVAR integrate with my ERP system?
Can Stratavar's platform integrate with my sales tax calculation tool, Avalara?
Can StrataVAR's quoting application integrate with all eSignature systems?
Can StrataVAR's platform help me manage my subscriptions renewals quotes?
How can I define the rules of pricing, by item type?
How can the items be associated to the right Supplier and/or Manufacturer?

Recalculating Prices and Applying Discounts for ICT Quotes

How can I apply complex discounting in my pricing, while working on my quote?
While creating my quote, can I perform bulk actions on selected items while maintaining the integrity of other items?
Can I set discounts by percentage or by value?
Can discounting be set, based on end-customer pricing?
What profit analysis capabilities does StrataVAR support?
Is it possible to make changes to pricing and profitability, showing aggregated values in real-time?
Can I generate multiple versions of what-if scenarios of a quote for the same customer?
Can I generate a quote that shows only specific aggregations, without exposing all the line items?
What grouping capabilities can I apply in the quote?
What level of control can I have on the quote line items?
Is it possible to add shipping costs to the quote?
Can I know what my potential VIP rebate will be?
Is it possible to create a catalogue of IT items?
When I import my BoM, are the items automatically categorized by item type in the quote?

Adding Line Items to an ICT Quote

Is there a limit to the BoM sizes that are imported into each quote?
Is it possible to apply discounting and pricing rules to very long ICT quotes?
When generating a quote in Excel, CSV or PDF format, is there a limitation on the size of the quote?
In which formats can StrataVAR's platform generate an unlimited number of maintenance item records?

Flexibility & Format of ICT Quotes

What level of control can I have overthe Quote format?
What customer facing quote formats does StrataVAR support?
Is it possible to output an ICT quote, into numerous Excel sheets?
Which branding options does StrataVAR support?
What level of flexibility and logic does "StrataVAR export quotes" support?
What options are available for customizing the quote export?
What calculations or logic settings can I define for "export quotes"?
Can the quote be exported using hierarchies and alignments?
Can subtotals be calculated on any field at any level?
How many types of quote templates can I have?
Is it possible to modify the quote template to address the special requests by my customers?
Is it possible to control what will be shown in the quote?
Can I generate a quote in a currency that is different than the Bill of material (BoM) currency?

ICT Quote Customization; UI, Back-End Schema and Business Logic, Globally or Personalized

How can I customize fields in my ICT quote, specifically to what I need?
What kind of reports, analytics and dashboards of the quoting process can help me gain deeper insight into my business?
Can unique business processes be supported with entities that are not part of StrataVAR?
Can unique data fields be supported in addition to StrataVAR fields?
Is it possible to define special workflows for approvals, or other processes?
Is checking user input an automated capability?
Is it possible to connect other systems to StrataVAR's PqW?
Is it possible to add complex business logic to define new behavior to existing StrataVAR standard workflow and calculations?
Can I apply specific custom logic to my quote if I'd like to automate specific activities?
Is it possible to define complex business situations that will invoke notifications to a specific user or to specific user groups?
Can the existing API be extended?
Is new code required to define the various workflows and data?

Multi-Currency Quoting for ICT

Can each imported BoM item and Quote Item store a price in multiple currencies?
Where do I pull the correct exchange rate from, in a multi- currency quote situation?
How does StrataVAR support dated exchange rates?
Can I import a BoM in one currency and come out with a quote in a different currency?
Are all users forced to use the same currency?
How can I create a quote in one currency, made up of BoMs from multiple sources in multiple currencies, while maintaining accurate exchange rates?
Can I export in any currency or even multiple currencies within the same customer's quote?
Can I change the quote currency during quote editing for what-if analysis?
If I change the quote currency, does it impact the cost prices?
Customizable fields - how does this come into play with multi currency?

Tracking Your Sales Order Status

As a Cisco reseller, how can I track my Cisco Sales Order status?
How can I track my Sales Order status information in real time?
How can I track my shipping information from Cisco at the item level?
Can I track my items that are being shipped, by serial number?
How can I track shipping information updates?
Can users be notified about business events, such as actual shipping or shipping delays?

End-Customer Portals

Is it possible to collaborate with my customers and share information about quotes, sales orders, maintenance contracts of their account?
What controls can I have for the end-user portal?
What data can be shared via the End-Customer portal?
What type of actions can I allow the user perform in the portal?
Is it possible to notify portal users about business events?
Is it possible to brand the portal, with my labeling?
What options of customization can I have, on the appearance of the portal?