PriceQuote Central

The Benefits of Offering Managed Services

corspro — 2009-08-21T10:53:29-04:00

Below is an article on why it might make sense for resellers to implement managed services within their businesses. The article was written by GreatAmerica, one of our partners and a leader in developing and financing managed services programs for telecom and data resellers. We at CorsPro recognize the growing importance of managed services, which is why we are partnering with GreatAmerica to provide valuable, deal-winning managed services content for PriceQuote that will help you win managed services deals. This content can be tailored specifically to your business and managed services program.

Managed Services is a great way to differentiate your company from the competition by locking in recurring revenue and enabling you to keep a better hold on your customer base. Together, CorsPro and GreatAmerica can help you do that!
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Managed Services: Is It Time to Make the Switch?
Written by GreatAmerica (www.greatamerica.com)

The telecommunications and data industries are in the midst of transforming from product-oriented companies to service-based organizations. A lot of dealers have already begun to shift to a managed services approach. Managed services can mean different things, but in this case we are referring to communications equipment and services bundled into a communications solution for a single monthly recurring payment.

Early adopters either had a vision for where the industry was heading or saw it as an opportunity to differentiate themselves. Additionally, more and more dealers are exploring their options with managed services due to shrinking hardware margins, inconsistent cash flow and increased competition.

Although GreatAmerica works with a large number of dealers who have embraced managed services, we also do business with many dealers that are choosing to stick with their current product- or solution-based sales approach. The main reason that some dealers have not chosen to adopt a managed services approach is that they are comfortable with product-based sales, and are uncomfortable trying something new. A second reason is that their business is structured for product-based sales and break/fix service, and they are not committed to making the changes necessary to adopt a managed services approach. Another reason is that many of these dealers have gone into survival mode with the current economy and are unwilling to make any major changes in their business.

Working with thousands of dealers across the country has given us some unique insight on how the different types of dealers have performed. Our data shows that the managed service dealers are enjoying significantly higher amounts of upgrades and add-ons, as well as deal sizes that have more than doubled.

Additionally, dealers that differentiate with managed services are able to increase new sales and avoid discounting. A major benefit helping these dealers through the rough economic climate is the monthly recurring service revenue. The managed services programs also allow the dealers to control their customer base for the full length of the agreement, ensuring that they handle all adds, moves and changes (AMCs).

Potentially the biggest benefit for dealers that fully adopt a managed services approach is the true consultative (i.e. trusted advisor) relationship they develop with their customers. The dealer shares their expertise so that the customer is able to fully realize the capabilities and benefits of the technology. Customers perceive value in the on-going training, telecom advice & recommendations, and the proactive support that helps prevent issues from occurring and allows them to focus on their own business. The data we have seen over the past several years confirms that customers are more likely to remain loyal to ‘trusted advisors’ and upgrade as emerging technology becomes available or do more add-ons if they have been helped to realize the full benefits of their communications solution.

Not everybody is ready to adopt a managed services approach, but the opportunities are endless for those that are.
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On October 7 at 2pm EDT, CorsPro and GreatAmerica will be conducting a joint webinar where we will be discussing the benefits of managed services in more detail. In the meantime, feel free to contact us if you have any questions about how to implement managed services pricing, configuration rules, output content and other elements into PriceQuote!!

Creating Opportunity in an Economic Downturn

corspro — 2009-08-18T10:31:00-04:00

Relative to a year ago, business is slower for our clients, as many of their prospects are delaying purchase decisions or eliminating projects altogether due to the economic downturn.

Despite the downturn, however, many of our clients are not just surviving this downturn, they are taking advantage of the situation to advance their businesses ahead of the competition. They’ve continued to invest in sales, marketing and automation so that they can help their companies to 1) sell more relative to the competition, 2) do more with less through automation, and 3) position themselves to capture a lion’s share of business when the economy recovers (and we know that it eventually will recover).

In sum, these clients have viewed this economic downturn as an opportunity to sharpen the sword, improve their businesses and stomp the competition, now and in the future.

Our PriceQuote software helps our clients to configure complex solutions and, with just a few mouse clicks, generate winning proposals, statements of work and other sales documents. With PriceQuote, our clients can configure and propose solutions in a fraction of the time that it used to take, enabling them to sell more in less time.

When implementing a configuration and document generation tool, it is very important to understand both how you do business today, what improvements you want to make and the desired outcomes you’d like to achieve. We work closely with our clients to uncover those elements so that we can help them achieve their goals.

Our most successful clients have leveraged the investment that they’ve made in the PriceQuote software by enhancing it with additional automation and content that substantially differentiates them from their competition. Some of the most notable enhancements made by our clients include adding automation and content for:

Managed service programs.
Support (plan) programs.
Company history, experience and qualifications.
Experience and references in a particular industry (based on a user-selectable “industry” drop-down box, or driven by data pushed from CRM).
Opportunity assessment checklists that enable sales people to generate a descriptive overview of each prospect’s needs and requirements.
“Quick quote” or short-form proposal outputs as a complement to the longer-form proposal outputs.
Opportunity assessment checklists that enable sales people to generate a descriptive overview of each prospect’s needs and requirements that is sent to the prospect before a full proposal is sent out.
An ROI (return on investment) chart and/or table that shows the bottom-line impact of the solution that has been proposed to the prospect.

Our clients have also been enhancing the “look and feel” of their sales documents to make them more professional-looking and pleasing to the eye. Rather than just sticking with PriceQuote’s “out of the box” formatting and settings, these clients have:

Created attractive cover (and subsequent) pages with their own fonts, images, headers and footers.
Added graphics throughout their document sections to visually communicate their solutions and expertise.
Added charts and tables that are generated by Excel and pushed to the Word outputs.

Some clients have also set up PriceQuote to generate documents for the operations side of the house. With some operational staff not fully utilized in this economic environment, these clients have decided to use those resources to update and add content such as:

Statement of work content describing exactly what is being provided, which helps companies to maintain job margins by preventing “scope creep”.
Implementation documents that enable technicians and engineers to implement solutions in a consistent, high-quality manner.
Agreement and contract documents.

These enhancements are just a few examples of the numerous possibilities within PriceQuote. Our goal in working with our clients is to make them more productive and profitable, and PriceQuote is the means to get them there. Over the coming months, we will be spotlighting how our clients have been enhancing PriceQuote so that other clients can look to do the same. If you are a client who has something that you’d like to share, let us know so that we can facilitate the communication of best practices amongst the PriceQuote client community.

'Schedule of Supported Parts' Functionality Added

corspro — 2008-12-17T14:40:21-05:00

PriceQuote has always been a great tool for handling configuration, pricing and document generation for service and support solutions. Whether you base service and support pricing on the new solution equipment that you sell, or you create separate “support part numbers” for the items you support – which works especially great for sites with existing equipment – PriceQuote handles it well.

For those who base service and support pricing on the list or sell price of the new equipment that you sell, PriceQuote now offers the ability to automatically create a schedule of supported parts that shows your customer or prospect the precise list of parts that are covered under your support plan.

PriceQuote enables you to define, by pricing category, which categories of parts are covered and not covered under your support plan. End users can see the pricing categories at the top of the Pricing tab in a PriceQuote file and, if enabled by your administrator, can change the support status for each pricing category on a quote-by-quote basis by changing the Y/N flag in the Support column.

Once your administrator has set up PriceQuote to output the schedule of supported parts, the schedule will be automatically generated as appropriate (for example, when you actually quote a support plan) and will list on the schedule of supported parts all of the parts that are associated with pricing categories where Support = “Y”.

Administrators can add, delete or modify the pricing categories via the Categories menu in PriceQuote Manager, including setting the defaults for whether or not the parts in each pricing category should be included on the schedule of supported parts (click on Help while you’re within the Pricing Categories view for further information).

Administrators can configure PriceQuote to generate the schedule of supported parts by adding an “external” doc section reference within Section Manager…

…then adding a row to any DocSections range within a PriceQuote tab (such as a separate "Support" tab) that lists the doc section name – using the EXACT name of the doc section added to Section Manager – in the second column and “SupportedParts” in the third column.

In addition to generating schedules of supported parts, you can also use the pricing categories to drive support pricing by, for example, multiplying the sell or list price for a pricing category by a percentage (say, 10%) to calculate the cost of support for that category of parts. Administrators can set up PriceQuote to do this by referencing the PricingCategories range and looking up the total sell/list price for each pricing category along with whether or not each category is covered as a “supported” category of parts. For more information, please refer to the “Incorporating Support Plans into PriceQuote” topic within PriceQuote Manager’s Help files.

Why PriceQuote is a Great Complement to CRM

corspro — 2008-12-03T08:41:21-05:00

Quite often, folks who are not very familiar with PriceQuote tell us that their CRM (customer relationship management) software solution can generate proposals. If by "proposals" you mean the ability to generate a pricing schedule (perhaps with a fancy header) based on a list of products and services that you manually select then yes, many CRM solutions can “generate” proposals.

But if you are looking to auto-configure solutions (rather than picking products and services manually, one-by-one), or auto-generate descriptive, illustrative proposals that win more deals, or even create statements of work that set customer expectations and prevent "scope creep", then CRM alone is not the answer.

As our clients can attest, PriceQuote is a great complement to CRM. Both solutions are required for companies seeking best-in-class performance. That’s why we've created integrations between PriceQuote and CRM solutions (especially Tigerpaw’s CRM+ solution, the leading end-to-end CRM solution for the telephony and IT reseller markets) to make it easier for both solutions to work together.

Why is PriceQuote such a great complement to CRM solutions? Because it provides capabilities not available in CRM, owing mostly to three distinguishing features of PriceQuote:

The ability to automatically configure products and services using Microsoft Excel formulas.
The ability to include Excel elements like tables, calculated variables and charts in Word output documents.
The ability to select or auto-select document sections (based on Excel formulas or user-configured part numbers) for Word-based output documents like proposals and statements of work.

These three features provide companies with all kinds of capabilities that enable them to put together world-class proposals and statements of work quickly and accurately. These capabilities include:

Automated configuration of core solutions.
Automated configuration of peripheral products, labor, support plans and other elements associated with a core solution, even when the core solution is imported from a vendor configuration tool.
Auto-generation of document sections associated with configured products and services. You can also generate different types of documents (proposal vs. SOW vs. internal) based on a configured solution with just a few more mouse clicks.
Auto-generation of document sections based on user selections or data imported from CRM (see our article on CRM integration for an example).
Performance of complex calculations (and related outputs) for things like leasing, managed services and ROI analyses.
Inclusion of Excel elements – like leasing tables and ROI charts – in Word outputs.

CRM software is essential for tracking all kinds of things. But it is not built as a solution configurator or document generator that can “assemble” the required document sections into Word-based outputs. Together, however, CRM and PriceQuote enable companies to not only run more efficiently, but to generate more sales through differentiated, customized proposals and statements of work.

Get Up and Running Quickly with PriceQuote

corspro — 2008-11-18T08:25:00-05:00

One of the misconceptions about PriceQuote is that it takes hours and hours to implement it to the point of actually being able to use the software to configure solutions and generate proposals, statements of work and other output documents. A few months ago, a newer client (while they were still considering PriceQuote) asked us: “Won’t it take hundreds of hours to implement what you’re showing me today?”

We’re happy to report that it took a small fraction of that time to get the client up and running. Typically, it takes 5-15 hours to get a new client to the point where they can productively generate differentiated proposals and statements of work and immediately start saving time because of automation. For most of our projects, PriceQuote saves the time expended on initially setting it up within the first month of use.

The thing that scares people most about proceeding ahead with new enterprise-wide software – even more than the cost of the software itself – is the time and associated disruption to implement it. That’s why over the past several years we have continuously introduced new features and functions that make it easier and easier to set up and maintain PriceQuote.

First, we make it easy to “start small” (and quickly), then grow your level of automation and functionality over time. Relative to other software solutions where you have to fully map out the work flows to make sure that you are fundamentally implementing the solution the right way, with PriceQuote you can start by automating solution configuration and proposal generation, then overlay other processes, outputs and features over time.

You can also increase the level of automation over time. For example, you might start with a doc section selector whereby users “manually” check off the doc sections that they’d like to include in their outputs. The next step might be to manage a small number of vendor part numbers (say, 25-50 parts) so that when they are imported into PriceQuote from a vendor configuration tool, the associated doc sections are auto-configured. The final step might be to manage a larger number of vendor part numbers and associated data, including perhaps pricing data.

Second, we make it easy to import key data into PriceQuote. I always recommend using the import functions over entering data one record at a time into the Parts Master or other data table within the PriceQuote database. We’ve also built in some “intelligence” into our import functions. For example, our Parts Master import allows you to import part numbers along with a wide variety of associated data such as installation hours, rack requirements and pricing data. You can choose what fields of data you’d like to import based on how you set up the Excel-based import file. You can then subsequently import updates to those part numbers by importing, say, only the part numbers and list prices. PriceQuote is smart enough to know that a part already exists in the database and that you only wish to update the list price for the item.

Third, we provide built-in proposal content for solutions from several vendors so that you don’t have to create that content yourself. As of this writing, we are able to provide subscriptions to vendor proposal content for telephony solutions from Avaya, Cisco, ESI, Mitel/Inter-Tel, NEC, Nortel, ShoreTel, Tadiran and Toshiba.

Fourth, because the foundation of our solution is Microsoft Excel and Word (along with a database to house the data and doc sections), it’s easy for new clients to incorporate configuration logic using Excel’s built-in formulas (such as the IF function). Moreover, with just a few modifications, existing Excel tools that you’ve already developed can be incorporated into PriceQuote rather than having to rebuild them from scratch.

We’ve made it pretty easy to quickly implement a “working” version of PriceQuote that provides immediate and substantial benefit, yet enables organizations to continue to grow and fine-tune PriceQuote over time. If you are considering PriceQuote, we invite you to talk to one of our Solutions Consultants about how we can get you up and running on PriceQuote within just a few short hours of work.

Automating the Output of Doc Sections Based on Part Numbers

corspro — 2008-10-20T18:57:57-04:00

One of the things that differentiates PriceQuote from other document generators is that you can automate the selection of document sections for inclusion in an output document such as a proposal or statement of work. Most document generators require users to manually select each doc section that they’d like to include.

PriceQuote can automate doc section selection in several ways. One of these ways is to use part numbers to automatically drive the doc sections to include in output documents. In other words, specific doc sections will be automatically included in an output document based on the part numbers that a user has selected and/or configured (this automation also works for parts that have been imported from vendor configurators).

You can create this automation by associating doc sections with part numbers in PriceQuote Manager. When parts are selected/configured by a user, PriceQuote will automatically output the doc sections that are associated with the selected part numbers.

To associate doc sections with part numbers, first make sure that the doc sections and part numbers exist in PriceQuote Manager. Doc sections are added by first creating the doc section in Microsoft Word, then importing the doc into Section Manager. Part numbers are added one at a time via the Parts Master (by clicking Parts, then Parts Master) or by importing one or more parts via an Excel file (by clicking Tools, Import, Parts).

Next, create the doc/part association by importing into the PriceQuote database an Excel file that contains the doc/part associations. Based on the example from the graphic above, the import file might look like the following…

Once the doc/part associations are imported, PriceQuote will automatically include doc sections A-1, A-2 and B-1 if part numbers A and B are selected/configured by the user.

Updating Existing Quotes

corspro — 2008-10-20T18:51:12-04:00

One of our most frequently asked questions is how to update existing PriceQuote quotes with the latest pricing, configuration rules, etc.

First of all, updating old quotes is optional. If you wish to maintain the solution configuration and pricing as is, simply do nothing.

If you wish to update the pricing and all of the pricing is maintained in the PriceQuote database (in the Parts Master), updating pricing in the old quote is as easy as clicking the “Update tab(s)” button, then “Update ALL tabs.”

However, you will need to take extra steps if one of the following is true:

You imported the parts and pricing from a vendor configuration tool or Excel spreadsheet.
You used Excel-based configuration tabs and the configuration logic has changed on the tabs.

In the first case, you can clear out imported data on the Write-In tab by clicking “Update tab(s)” then “Delete/clear this tab,” after which you can re-import the data.

In the second case, you can replace a configuration tab with its updated version by clicking “Update tab(s)” then “Replace this tab with new (blank) version.” As the option states, the new tab version will be blank, meaning that you’ll need to re-enter any user inputs or selections that drive the configuration logic on the updated tabs.

In some cases, you might want to re-do the quote entirely. If you do, you can save some keystrokes by using PriceQuote’s “New PriceQuote based on current” functionality (located under the “PriceQuote” button) to copy over all customer contact and other information on the Base Info tab from the old quote to the new quote.

Showing Solution Options

corspro — 2008-10-01T11:29:19-04:00

PriceQuote’s new options functionality enables users to easily handle the pricing and presentation of one or more options to prospects and customers. PriceQuote handles at least three types of options:

Options “packages” that can be added on to a core solution.
A la carte options that are presented as a series of line-item pricing (such as a price list)
A series of core solutions from which the prospect or customer can select, such as when you might propose solutions from multiple vendors and the prospect can select only one of the core solutions.

PriceQuote’s new Options button handles the first two types of optioning (the third type of optioning is best handled by creating a new quote for each core solution, then using PriceQuote’s multi-quote consolidation feature to present the options in a combined proposal). With just a few clicks, PriceQuote users can associate items with up to five options “packages.” When schedules of equipment and services are generated, the options will appear after the core solution as separately priced options packages.

To select items for inclusion in an options package, first configure all of the products and services as you normally would. Next, while holding the Control key, click on all of the items (anywhere in columns 1-4) that you’d like to include in an options package. Finally, click the Options button and select the options package with which you’d like to associate the items.

The selected items will be marked and color-coded to appear on the schedule of equipment and services with the selected options package.

When items are associated with an options package, the pricing for the items is pulled out of the core solution’s pricing. You can show pricing within the PriceQuote file for the various options packages by clicking the Options button and selecting one or more of the options packages from the “Include pricing for” column. However, pricing for the options packages will not be included with the core solutions in any output, and in fact some outputs (such as the order extract) will ONLY show the core solution items. If you wish to associate optional items with the core solution on outputs – such as when a prospect decides to purchase an option – you can associate items with the core solution by selecting those items (while holding the Control key), clicking the Options button, then selecting “Disassociate items with any options package.”

Generating Outputs
Schedules of equipment and services are generated via the Outputs button as normal. PriceQuote will show all options packages at the end of the schedule following the core solution, with pricing subtotaled by each options package.

In some cases, PriceQuote may insert an additional row in the output for associated services, products and discounts. This occurs when selected optional items auto-configure other elements such as labor or peripheral products. During the process of generating the schedule of equipment and services, PriceQuote turns on each options package (one at a time) and calculates the additional pricing associated with the core solution plus the options package as compared to the stand-alone core solution. The additional pricing that cannot be associated with the user-selected optional items is listed on the output as associated services, products and/or discounts.

For example, assume that the sell price of the core solution is $50,000 and that the sell price of the optional items actually selected by the user is $8,000. Assume also that during the output generation process, PriceQuote determines that the total sell price of the core solution plus the options package (and any items auto-configured by the selected optional items) is $60,000. In this example, PriceQuote will insert an “associated services and products” row showing a sell price of $2,000.

Other Output Options
You may wish to show optional items in an “a la carte” format whereby pricing for the optional items is not subtotaled for a particular “options package” group. You can turn off subtotaling for an options package by clicking the Options button, then clicking the appropriate box in the “No Subtotals” column.

You can also modify the names of the options package that will appear on the schedule of equipment and services by clicking the Options button, then changing the names in the “Option package label” column.

Tigerpaw Integration Added

corspro — 2008-05-06T12:23:49-04:00

Several months ago, we added the ability to import contact (and other) data into PriceQuote from any CRM or contact management application that can generate a mail-merged Word document. This capability eliminates the need to re-key data, saving time and reducing re-keying errors.

Together with Tigerpaw Software, we are pleased to announce the joint development of functionality that enables you to push configuration data (part numbers, quantities, pricing, etc.) from PriceQuote into Tigerpaw’s CRM+ business management software application. Now you can use the combination of CorsPro’s PriceQuote and Tigerpaw’s CRM+ solutions to…

Manage customer relationships with CRM+
Configure turnkey solutions with PriceQuote
Generate customized proposals, statements of work and other documents with PriceQuote.
Generate sales orders, initiate billing, manage inventory, schedule service orders (and more!) with CRM+

…all without having to re-key any data back and forth between the two applications.

This functionality saves you lots of time and reduces re-keying errors, enabling you to take advantage of best-in-class functionality from both applications so that your company can sell more in less time. You’ll also increase margins because of PriceQuote’s ability to generate statements of work that clearly set customer expectations (and prevent “scope creep”) and CRM+’s business management functionality such as sales order, service order and inventory management.

(Note: please click on the graphic to the right to see it at full size)

Setting Up the Integration

Setting up the integrations between the two applications should take your PriceQuote/Tigerpaw administrator only a few minutes to accomplish (assuming you are already working with version 10.6.18 or later of Tigerpaw’s CRM+ software). There are three steps in the process:

Set up a Word merge (export) document template within CRM+ (see instructions below).
Enable PriceQuote’s Word-to-PriceQuote import functionality by having all users click Tools, Macro, Macros, then run “AddWord2PQButton”.
Add the export-to-CRM+ menu item to PriceQuote’s Outputs menu by opening outputs.xls in your PQuote\Data folder and adding a new row for the output (type “1” in the first column, “Export to Tigerpaw” in the second column, “Output” in the third column and “TigerpawQuote” in the fourth column). The PriceQuote administrator only needs to do this once on the “master” version of PriceQuote, after which the update can be pushed out to users using the normal updates process.

Administrators can set up a merge (export) document template within CRM+ by:

Opening up filename "WordToPQ.dot" in your PQManager\Templates folder (this is a sample Word-to-PriceQuote template document). We also have a sample Tigerpaw-to-PriceQuote template that might work right away simply by placing the file in CRM+'s default Word Template folder.
Clicking (within Word) Tools, Letters and Mailings, then Mail Merge. Click through the wizard, specifying “Letters” as the document type, using the current document as the starting document, and browsing for header.txt in the Word Merge folder underneath the Tigerpaw installation folder (header.txt is the file that CRM+ creates during the merge process).
Insert the database fields from CRM+ by clicking on “More Items” and inserting the appropriate database fields into the “Merge Field(s)” column of the WordToPQ.dot sample file.
Save the finished template file to CRM+’s default Word Template folder.

For more information on setting up the Word-to-PriceQuote document template within CRM+, see the PriceQuote help topic entitled “Integration with CRM & Contact Management Systems” as well as CRM+’s help topic on creating Word merge documents.

You can also download an excerpt from Tigerpaw's user guide describing how to set up the function to import PriceQuote exports into Tigerpaw. When setting up the PriceQuote import function in Tigerpaw, we recommend that you set "Number of characters from manufacturer" to 0, "Separator character" to blank, and "Number of characters from part number" to 75.

Using the Integrations

To push contact (and other) information to PriceQuote, first create the merged Word document from Tigerpaw CRM+ by pulling up the contact for whom you’d like to generate a PriceQuote configuration and/or output document (proposal, SOW, etc.). Next, click on the merge-to-Word-document button and browse for the Word document template that you created above, then generate the merge document. Finally, click the “Open PriceQuote” button within Microsoft Word to push the CRM+ data into PriceQuote.

For more information on pushing contact (and other) information from CRM to PriceQuote – including the ability to push other data that might be used to drive solution configurations or document outputs – please refer to our PriceQuote Central article on that topic.

To push configuration information from PriceQuote to CRM+, click PriceQuote’s Outputs button then select the menu item to create the export CSV file. Next, switch over to a quote screen within CRM+ and import the CSV file by browsing for it.

Improve Efficiencies with Internal Documents

corspro — 2008-02-19T15:05:20-05:00

You’ve been able to use PriceQuote™ to win more deals by producing customized, differentiated proposals with just a few mouse clicks. You’ve also been able to increase your margins by generating statements of work that set clear expectations with customers and prevent “scope creep”.

Now, with just a few more mouse clicks, PriceQuote can generate internal documents such as implementation procedures, manuals and checklists that can help you increase profitability by increasing efficiencies and reducing implementation errors.

For the PriceQuote end-user, the process is very simple: configure your solution of hardware, software and services as normal. Next, generate your proposal and/or statement of work by clicking the Outputs button, then “Generate Proposal” (or “Generate Statement of Work”). Within seconds, a proposal or statement of work will be produced that exactly matches your configured solution and is customized to the particular prospective customer.

When your company is ready to implement the solution, open up the PriceQuote file for the solution and click the Outputs button, then “Generate implementation doc” (the name will vary depending how your administrator has set up this output option). Voila! Within seconds, a customized implementation document is generated that your operations team can use as their guidebook for the implementation.

For PriceQuote administrators, you can tag document sections as “internal” by editing the document section’s properties and selecting “Internal” as the Doc Type.

You will also need to configure the document section as you would any other doc section by associating it with one or more part numbers or item categories, or by programming its inclusion on an Excel-based proposal or product configuration tab. Finally, you’ll need to add the output to the Output button’s menu by modifying the outputs.xls file in your PQuote\Data folder.

For more information on how to add “internal” doc types to PriceQuote, please see the PriceQuote Manager user guide or help files.