How to Search Records in the Grid

Published May 20th, 2026 by Akanksha Shukla

Introduction Beyond filtering and sorting, the grid framework across PqW and PrW consoles provides search capabilities that let you quickly locate specific records by typing keywords or values. Understanding how search works — including its global behavior, fuzzy matching, and limitations — helps you find what you need faster and avoid confusion whe

How to Check Distributor and Manufacturer Price and Availability in PqW

Published April 2nd, 2026 by Akanksha Shukla

Introduction In this article, you will learn how to view live distributor pricing and inventory availability for selected quote items—compare results across suppliers in a single grid, and view history without triggering a new lookup. With the Price and Availability feature, you can: Select one or more Quote Items (SKUs/Part Numbers) in PqW Query li

How to Prepare and Share Subscription Data for Vendor Pricing

Published November 19th, 2025 by Akanksha Shukla

Introduction Once customer validation is complete, the next step in the subscription renewal workflow is preparing the confirmed subscription data for vendor pricing. As a Renewal Engineer, you will export the finalized quantities and terms from PrW into the Price Request template and then share this file with vendor teams for pricing review. This a

How to View Your CPI Rebate Estimates

Published July 16th, 2026 by Akanksha Shukla

Introduction Once a CPI estimate has been calculated on a quote, PqW surfaces the results in three locations within the quoting workflow: the Quote record page, each individual Quote Item, and the Edit Quote Grid. This ensures you can review rebate values at the level of detail appropriate for your task - whether that is a high-level deal review, a

How to Convert a PqW Quote to an Ingram Order

Published April 28th, 2026 by Akanksha Shukla

Introduction In PqW, you can submit orders to Ingram Micro directly from PqW, without leaving the application or logging into the Ingram portal separately. This feature uses the Ingram Order API to convert your finalized PqW Quote into one or more VAR Purchase Orders and upload them to Ingram for fulfillment. This article explains: What prerequisite

How to Identify and Prioritize Renewals using PrW Dashboard

Published May 21st, 2025 by Akanksha Shukla

Introduction Partner Renewal Workspace (PrW) is StrataVAR’s renewal management solution that provides a unified platform to handle complex, multi-vendor contract renewals efficiently. It connects siloed systems, offers visual insights, and enables seamless collaboration between Renewal Managers and Engineers. In this tutorial, we focus on the starti

How Fuzzy Search assigns manufacturers and suppliers in PqW

Published June 2nd, 2026 by Akanksha Shukla

Introduction When a Bill of Materials (BoM) is imported into PqW — from Cisco CCW-R, Ingram Micro, or a manual upload — the vendor names on each line item rarely match your Salesforce Account records exactly. A BoM might list a manufacturer as "Cisco Systems Pty Ltd" while your Account is "Cisco Systems, Inc.", or a distributor as "Ingram Micro Indi

How Renewal Engineers Manage Subscription Items for Customer Validation

Published November 19th, 2025 by Akanksha Shukla

Introduction Once subscription renewal projects are assigned to you, one of the first steps in the renewal execution process is reviewing the Managed Subscription items and preparing them for customer validation. This step ensures that SKUs, quantities, terms, and usage details are accurate before creating Asset Lists or sending items for pricing. I

How to Navigate and Find Records in the Grid

Published June 8th, 2026 by Akanksha Shukla

Introduction Grids can hold a large number of records. This article covers the ways you can move through and locate your data — pagination, loading options, sorting, and expandable views — and points you to the dedicated articles for filtering and searching. This article explains: How to page through records and control how many load at once How to

How to Review Pricing Request Line Items and Vendor Quote Status

Published April 21st, 2026 by Akanksha Shukla

Introduction Once Pricing Requests are exported and vendor quotes are received, Renewal Engineers generate customer-facing renewal quotes in PqW and link them back to the Renewal Project. This updates the PR Console stages from Quoted through to Won, and concludes with PO Assignment to prepare for the next contract cycle. As a renewal manager, you h

How to Create and Link Quotes from Quoting Tool to Renewal Project

Published August 28th, 2025 by Akanksha Shukla

Introduction After vendor pricing is collected, renewal quotes are generated in a quoting tool such as PqW. These quotes are linked back to the Renewal Projects, updating PR Console stages from Created → Quoted → Won . Additionally, Purchase Order (PO) Assignment ensures that vendor PO numbers are mapped correctly, enabling the creation of the next

How to Create and Configure API Profile

Published March 2nd, 2026 by Akanksha Shukla

Introduction StrataVAR Partner Quoting Workspace (PqW) uses API Profiles to control how external systems (such as distributor APIs, CPQ tools, or custom integrations) connect to PqW and what operations they can perform. An API Profile defines: Which operation it is used for (for example, Import Bill of Materials) Which BoM types / sources / manufact

How to Edit Records Inline in the Grid (Inline Editing)

Published June 7th, 2026 by Akanksha Shukla

Introduction The grid lets you edit records directly within the layout — no need to open individual record pages. Click a cell, make your change, and save. This makes updating data fast, especially when you're modifying several records at once. Prerequisites Inline editing must be enabled on your grid. If cells aren't editable when you click them —

Introduction to StrataVAR PrW

Published April 17th, 2025 by Akanksha Shukla

Introduction Renewal management plays a pivotal role in customer retention and long-term revenue growth. As organizations scale, managing multiple contracts, expiration timelines, pricing requests, and renewals becomes increasingly complex. Manual tracking using spreadsheets or scattered systems leads to delays, missed opportunities, and revenue lea

How to Import BoM Files into PqW via Distributor APIs (Ingram, TD SYNNEX, etc.)

Published January 20th, 2026 by Akanksha Shukla

Introduction  StrataVAR Partner Quoting Workspace (PqW) supports importing Bills of Materials (BoMs) from distributors such as Ingram, TD SYNNEX, and other supported partners through API-based integrations. This article explains how to import distributor-provided BoMs into PqW, from launching the workspace through verifying a successful import. Why

How and When CPI Rebate Estimates Are Calculated

Published July 16th, 2026 by Akanksha Shukla

Introduction StrataVAR PqW estimates your Cisco 360 LAND rebate directly inside the quoting workflow, so you can see potential incentive value without leaving the quote. This article explains what goes into the calculation, how the system determines your rebate, and when it recalculates automatically or on demand. Note: The Cisco CPI displayed in St

How to Export Multiple Quotes with Refactoring in PqW

Published May 26th, 2026 by Akanksha Shukla

Introduction Once pricing, supplier assignment, and validations are complete, the next step in the quoting process is generating a customer-facing document. Export Quote in StrataVAR PqW allows you to: Generate a PDF or Excel version of the quote Apply a selected PqW Template Control which sections appear in the exported document Share a structured,

How to Apply Server Filters to Filter the Data in the Grid

Published May 5th, 2026 by Akanksha Shukla

Introduction Many consoles and tabs across PqW and PrW use a shared grid framework to display data. These grids come with server-side filters — a row of filter controls that sit above the grid and allow you to narrow down the data before it is loaded from the server. Server-side filters are different from column-level filters (which refine data alre

How to Manage Last Date of Service Data and Exports in Renewals

Published October 9th, 2025 by Akanksha Shukla

Introduction The Last Date of Service (LDoS) Console helps Renewal Managers and Renewal Engineers identify product or service items that are approaching the end of their service life. Analyzing this data supports proactive hardware refresh planning and ensures that renewal proposals only include items with active service availability. Monitoring LDo

How to Edit Multiple Records at Once (Bulk Editing)

Published June 8th, 2026 by Akanksha Shukla

Introduction When you need to set the same field value across many records, editing them one row at a time is slow. The grid's bulk editing feature lets you select multiple records and update them all in a single action — saving time and keeping values consistent across the set. This article explains: What you need before you can bulk edit How to se

How to Export Grid Data to Excel

Published June 9th, 2026 by Akanksha Shukla

Introduction The grid lets you export its data directly to an Excel file — a quick way to share records with a colleague, review them offline, or send information to an external party. The export captures your grid data as-is, so what you download matches what you see on screen. This article explains: What you need before you can export How to expor

How to Change CCW-R Quote Aggregation Without Re-Importing the BoM

Published May 25th, 2026 by Akanksha Shukla

Introduction In PqW, you can now create new aggregated views of an existing CCW-R Detailed Quote without re-importing the BoM from Cisco. This feature lets you change how quote items are grouped — by Part Number, Description, Enterprise SKU, Grouping, or other parameters — and generate a fresh aggregated quote in just a few clicks. This article expl

How to Apply Column Filters in the Data Grid

Published May 14th, 2026 by Akanksha Shukla

Introduction Many consoles and tabs across PqW and PrW use a shared grid framework to display data. In addition to server-side filters (which query the database before data is loaded), these grids also support column filters — per-column filter controls built into the grid's column headers that allow you to refine data that is already loaded in the

How to Review Internal Contract Items and Asset List Readiness

Published April 21st, 2026 by Akanksha Shukla

Introduction After reviewing Internal Contracts (ICs) in the Internal Contracts Console (IC Console), the next step is to ensure that contract processing is progressing smoothly toward asset preparation and pricing readiness. At this stage, the Renewal Engineer handles detailed actions, while you focus on tracking progress and ensuring timely execut

Understanding the Save Button and Save Counter in Grids

Published June 9th, 2026 by Akanksha Shukla

Introduction When users edit data in a grid, the Save button and save counter work together to track and commit changes. As a Grid Administrator, understanding how the save mechanism works helps you configure grids that provide users with clear feedback on their pending changes and prevent accidental data loss. Prerequisites Whether working in PqW o

Understanding PqW User Journey and PqW Console

Published January 4th, 2026 by Akanksha Shukla

Introduction  StrataVAR PqW operates within Salesforce (or as an embedded interface for non-Salesforce users) and provides a structured workspace for building, editing, pricing, and exporting customer quotes. This article introduces the PqW console and explains how its primary tabs, action panels, and data grids work together throughout the Quote-to

How to Export, Update, and Upload Enriched Asset Lists

Published April 9th, 2026 by Akanksha Shukla

Introduction In the renewal workflow, once an Asset List is created, it is typically shared with the customer for validation. Customers may review the list and suggest updates such as removing assets, modifying quantities, or adding comments. Instead of manually updating these changes in the system, Partner Renewal Workspace (PrW) provides the Enric

How to Export a Quote in PqW

Published February 17th, 2026 by Akanksha Shukla

Introduction Once pricing, supplier assignment, and validations are complete, the next step in the quoting process is generating a customer-facing document. Export Quote in StrataVAR PqW allows you to: Generate a PDF or Excel version of the quote Apply a selected PqW Template Control which sections appear in the exported document Share a structured,

How to Review Asset List Items and Validation Details

Published April 21st, 2026 by Akanksha Shukla

Introduction After Asset Lists are created, Renewal Engineers review and prepare them for customer validation using the Asset List Console. At this stage, your role as a Renewal Manager is to ensure that Asset Lists are complete, validated, and ready to move forward to pricing. What Happens in This Step Renewal Engineers: Review Asset Lists and asso

How to Set up Business Entities and Enter PVI scores

Published July 7th, 2026 by Akanksha Shukla

Introduction This article shows PqW administrators how to register your organization's Cisco Business Entities and record a Partner Value Index (PVI) score for each Cisco Portfolio. PqW uses these scores to decide which rebate rate applies when it estimates the Cisco Partner Incentive (CPI) Land Rebate on a quote — so getting them right is what make

How to Review Asset Lists and Monitor Customer Validation Readiness

Published April 20th, 2026 by Akanksha Shukla

How to Review Assigned Subscription Projects

Published November 17th, 2025 by Akanksha Shukla

Introduction As a Renewal Engineer (RE), your workflow in the PrW Subscription module begins at the Subscription Renewal Dashboard. This dashboard provides a personalized view of only those subscription renewal projects that have been assigned to you by the Renewal Manager. In this article, you’ll learn how to: Understand your dashboard layout and a

How to Create a Customer Quote in PqW

Published January 22nd, 2026 by Akanksha Shukla

Introduction   In StrataVAR Partner Quoting Workspace (PqW), a Customer Quote is the central record where Bills of Materials (BoMs), quote items, pricing, and calculations are assembled into a customer-ready quote. This article explains how to create a Customer Quote, using the two supported entry points: Creating a quote directly from an imported B

How to Review the Internal Contracts and Track Renewal Progress

Published April 20th, 2026 by Akanksha Shukla

Introduction In this article, you will learn how a Renewal Manager (RM) can use the Internal Contracts (IC) Console to review contract data, monitor renewal readiness, and track progress across renewal projects. While most processing actions are performed by the Renewal Engineer (RE), the Renewal Manager uses this console to: Review contract-level d

How to Configure Default Discounts and Margins

Published March 4th, 2026 by Akanksha Shukla

Introduction  StrataVAR Partner Quoting Workspace (PqW) allows admin users to define default discounts and margins that are applied automatically when quotes or BoMs are created. These defaults help: Standardise pricing behaviour for your sales teams Provide baseline discount/margin assumptions for new quotes Reduce manual data entry and pricing err

How to Assign Internal Contracts to Accounts in PrW

Published December 1st, 2025 by Akanksha Shukla

Introduction This article explains how Renewal Managers can assign imported Internal Contracts (IC) records to the correct customer accounts using the Assign Contracts to Accounts Console. This step ensures that all maintenance contracts—especially those imported from vendor data feeds (e.g., Cisco, Ingram etc) or manual uploads—are correctly mapped

How to Monitor and Resolve Errors Using the Error Log

Published April 20th, 2026 by Akanksha Shukla

How to Export Two Linked CCWR Quotes into One File

Published February 22nd, 2026 by Akanksha Shukla

Introduction In renewal scenarios where multiple CCWR codes or large volumes of line items are involved, you may need to export a linked (combined) quote file instead of individual detailed codes. This article explains: When to export a linked quote How to select the correct template What happens during background export How to troubleshoot export b

Understanding and Managing PqW UI Settings (Admin Guide)

Published March 17th, 2026 by Akanksha Shukla

Introduction  StrataVAR PqW provides a robust UI Settings page for administrators to configure key behaviors, defaults, and controls across the quoting workspace. These settings impact how users interact with PqW, how data flows between modules, and how business rules are enforced. This article reviews the most important settings available in the Pq

How to Identify and Prioritize Cisco True Forward Subscriptions for Renewal

Published October 29th, 2025 by Akanksha Shukla

Introduction This article explains how Renewal Managers can identify and prioritize Cisco True Forward subscriptions using the Cisco True Forward Renewal charts on the Subscription Dashboard. Cisco True Forward is a unique adjustment mechanism applicable only to Cisco Enterprise Agreement (EA)–based subscriptions, where customer usage is periodicall

Overview PqW BoM Import Methods (API & File)

Published January 8th, 2026 by Akanksha Shukla

Introduction  StrataVAR PqW allows users to import item lists from multiple external supplier sources and normalize them into Bills of Materials (BoMs). These BoMs form the foundation for building accurate, scalable quotes in PqW. Supplier item lists—commonly referred to as supplier quotes—can originate from Cisco systems, distributors, or internall

How to Assign Suppliers to Quote Items

Published February 15th, 2026 by Akanksha Shukla

Introduction   In many quoting scenarios, it is important to define which manufacturer or supplier is associated with each product in a quote. Supplier Assignment in StrataVAR PqW allows you to: Assign a manufacturer or supplier at the Quote level Ensure consistency across related items Automatically propagate supplier values within a Box Update spe

How to Activate or Deactivate a Quote from the Search Quote Page

Published April 23rd, 2026 by Akanksha Shukla

Introduction Once quotes are created or available in the system, the next step is to manage their active or inactive status using the Search Quote page in the PqW console. The Search Quote page allows users to quickly review multiple quotes and update their status without opening each quote individually. This helps keep working lists clean, ensures

PrW End to End WorkFlow

Published April 21st, 2025 by Akanksha Shukla

  Introduction Partner Renewal Workspace (PrW) is StrataVAR’s solution designed to simplify and centralize the renewal process for expiring contracts. It brings together distributed data, automates handoffs between teams, and streamlines multi-vendor renewals into a single, cohesive workspace. About Renewal Management  Renewal management can often b

Introduction to PrW Subscription

Published October 26th, 2025 by Akanksha Shukla

Introduction The PrW Subscriptions module in StrataVAR enables VAR teams to efficiently manage, track, and renew customer-managed subscriptions. Unlike one-time or term-based maintenance contracts, managed subscriptions involve recurring renewals, dynamic usage tracking, and periodic billing adjustments. This introductory article explains how PrW si

How to Create and Assign Renewal Project to Manage Subscription Renewals

Published November 3rd, 2025 by Akanksha Shukla

Introduction This article explains how Renewal Managers can create renewal projects and assign renewal subscriptions to Renewal Engineers from the Managed Subscription Console. The process is similar to how renewal projects are created for Maintenance Contracts. Renewal Managers analyze upcoming subscription renewals, group them under projects, and

How Pricing Rules Are Applied During Quote Creation

Published February 9th, 2026 by Akanksha Shukla

Introduction Pricing in StrataVAR Partner Quoting Workspace (PqW) is applied automatically during BoM import and quote creation using a structured hierarchy of pricing rules. These rules ensure pricing consistency, reduce manual effort, and enforce organizational pricing policies across all quotes. This article explains: Where pricing comes from Whi

How to Identify & Prioritize Subscriptions for Renewal

Published October 28th, 2025 by Akanksha Shukla

Introduction  Partner Renewal Workspace (PrW) is StrataVAR’s renewal management solution, providing a unified platform for efficiently handling complex, multi-vendor subscription renewals. It connects siloed systems, offers visual insights, and enables seamless collaboration between Renewal Managers and Engineers. In this tutorial, we focus on the s

How to Add BoMs or BoM Items to a Quote For Different BoMs

Published February 14th, 2026 by Akanksha Shukla

Introduction   After a Customer quote is created and StrataVAR Partner Quoting Workspace (PqW) console is launched, the next step is to add one or more Bills of Materials (BoMs) to the quote. This article explains: How to add entire BoMs to a quote How to add selected BoM items only When to use Quick Add vs Copy BoM Items What happens after BoMs or

How to Import BoM via CCW-R Quotes

Published January 20th, 2026 by Akanksha Shukla

Introduction  StrataVAR Partner Quoting Workspace (PqW) supports importing Cisco renewal Bills of Materials (BoMs) from Cisco Commerce Workspace – Renewals (CCW-R). CCW-R quotes often contain very large volumes of line items, ranging from thousands to hundreds of thousands of records. Due to this scale, CCW-R imports follow a batch-based, non-intera

How to Use Grouping in PqW to Group Quote Items

Published February 2nd, 2026 by Akanksha Shukla

Introduction  The Set Grouping feature in Edit Quote allows you to organize quote items into boxes and hierarchical groups. Grouping helps structure complex quotes, making them easier to understand, modify, and present to customers. Using grouping, you can: Organize items into logical boxes Combine boxes into groups Create multi-level group hierarch

Defining Item Type Rules in StrataVAR PqW

Published March 16th, 2026 by Akanksha Shukla

Introduction  StrataVAR PqW provides a flexible Item Type Rule engine to automatically determine the correct item type (Hardware, Software, Service, Subscription, etc.) when the source data does not clearly specify it or uses inconsistent values. Item Type Rules are configurable logic sets that allow PqW to "read" item attributes and automatically a

How to do Bulk Operations in a Quote

Published February 3rd, 2026 by Akanksha Shukla

Introduction  The Bulk Edit feature in Edit Quote allows you to update the same field value across multiple quote items at once. This helps you apply consistent changes—such as quantity updates, discounts, or pricing adjustments—without editing each line item individually. Bulk editing is especially useful for large quotes where multiple items requi

How to Review Asset Lists and Prepare Them for Customer Validation

Published August 16th, 2025 by Akanksha Shukla

Introduction As mentioned in previous article, the asset list is created by grouping internal contract items together which are expired or due for renewal. Once we have asset list ready, the next step is to get the asset list validated from customer. In this article, we will discuss how a renewal engineer reviews the asset lists and proceed with val

How to Use Decimal Quantities for Item Types

Published February 24th, 2026 by Akanksha Shukla

Introduction   StrataVAR Partner Quoting Workspace (PqW) supports decimal quantities for certain item types such as services, subscriptions, partial licenses, or usage‑based items. This article explains when and how decimal quantities can be used in PqW, how they affect pricing and totals, and what to check when configuring item types to allow decim

How to Manage Credits in PqW

Published February 24th, 2026 by Akanksha Shukla

Introduction   StrataVAR Partner Quoting Workspace (PqW) supports handling Cisco commercial credits that are applied in addition to standard discounts on MSDR and other Cisco quotes. This article explains how credits are represented and used in PqW, including how they affect costs and margins, and how they are handled in the two credit modes: Merged

How to Create New Version of Quote

Published February 7th, 2026 by Akanksha Shukla

Introduction During the quoting process, it is common to revise quotes, respond to customer feedback, or explore alternate scenarios. To support these workflows, PqW provides two distinct actions: Create New Version Save As New Although both actions copy quote data, they serve very different purposes and are used at different stages of the customer

How to Clone Multiple Items (Box-Level Cloning)

Published January 31st, 2026 by Akanksha Shukla

Introduction  Cloning boxes allows you to quickly duplicate an existing box along with all its line items. This is useful when the same configuration needs to be repeated with minor quantity, pricing, or discount adjustments—without rebuilding the structure from scratch. This action preserves the box hierarchy and line items, enabling faster quote c

How to Review Subscription Items for Renewal in Managed Subscription Console

Published April 24th, 2026 by Akanksha Shukla

How to Adjust Item Pricing and Margins

Published February 9th, 2026 by Akanksha Shukla

Introduction After pricing, discounts, and margins are applied automatically during quote creation or BoM import, users often need to fine-tune values based on deal context, negotiation outcomes, or internal approval requirements. StrataVAR PqW provides powerful pricing adjustment capabilities directly in Edit Quote tab, allowing users to: Modify cu

How to Create User-Defined Aggregation and Grouping During CCW-R Import

Published April 21st, 2026 by Akanksha Shukla

Introduction StrataVAR Partner Quoting Workspace (PqW) allows you to control how CCW-R line items are grouped and rolled up when importing a renewal quote. This article explains how to configure user-defined aggregation and grouping during CCW-R import so that the resulting BoM and Customer Quote are structured to meet your quoting needs. Why Aggreg

Type 1 Article- Conceptual and Mix of Step

Published April 29th, 2026 by Akanksha Shukla

Introduction Subheading1 Subheading2 No heading bold Paragraph ………………………………………………… Introduction In StrataVAR Partner Quoting Workspace (PqW), a Customer Quote is the central record where Bills of Materials (BoMs), quote items, pricing, and calculations are assembled into a customer-ready quote. This article explains how to create a Customer Quote, u

How to Modify Subscription Term

Published February 3rd, 2026 by Akanksha Shukla

  Introduction Modified Subscription Deal Registration (MSDR) enables partners to modify an existing subscription after it has already started. These modifications can include price changes, quantity changes, additions, or removals of subscription items. MSDR support in PqW ensures accurate pricing, billing impact, and customer charges based on what

How to Assign Ship-to Address to PqW Quotes

Published February 16th, 2026 by Akanksha Shukla

Introduction   In many sales scenarios, different products within the same quote may need to be delivered to different customer locations. The Ship To Assignment feature in StrataVAR PqW allows you to: Assign delivery locations at the Box level Control shipping per major product grouping Automatically propagate delivery addresses to related items En

Introduction to Partner Quoting Workspace (PqW)

Published December 16th, 2025 by Akanksha Shukla

Introduction StrataVAR Partner Quoting Workspace (PqW) is a quoting workspace built for Value Added Resellers (VARs) to import vendor Bills of Materials (BoMs), assemble and price them, and produce accurate, customer-ready quotes — all within Salesforce. PqW supports VARs operating in complex multi-vendor environments, where pricing, discounts, marg

Partner Quoting Workspace (PqW) – Complete Help Guide

Published March 31st, 2026 by Akanksha Shukla

Introduction StrataVAR Partner Quoting Workspace (PqW) helps you create, manage, price, and export customer quotes — from importing a vendor BoM through to final order processing. The workflow is the same whether you work in your own Salesforce org or the PqW embedded version. This guide is the central navigation hub for all PqW help content. It wal

How to Import Vendor Sales Orders into PqW

Published March 4th, 2026 by Akanksha Shukla

Introduction  StrataVAR Partner Quoting Workspace (PqW) lets you import vendor sales orders directly into your quotes. This reduces manual data entry and ensures that your quotes reflect the latest confirmed order details from vendors or distributors. Using the Import Sales Order function, you can: Pull in line items, quantities, and prices from a v

How to Assign Subscriptions to Accounts

Published October 29th, 2025 by Akanksha Shukla

Introduction This article explains how Renewal Managers can assign imported subscription records to the correct customer accounts using the Assign Subscriptions to Accounts Console. This process ensures that all imported subscriptions—especially those brought in via Cisco API or manual imports—are mapped correctly to their respective accounts before

How to Review and Export Pricing Requests for Vendor Quoting

Published August 27th, 2025 by Akanksha Shukla

Introduction As we discussed previously, once an Asset List has been validated and a Pricing Request (PR) is created, the next step for a Renewal Engineer is to manage PRs in the Pricing Request Console. The PR Console is where you review Pricing Request details, export them in vendor-customized templates, and check the items included before sending

How to Edit a Customer Quote

Published January 29th, 2026 by Akanksha Shukla

Introduction  After BoMs or selected BoM items are added to a Customer Quote, the next step is to Edit tab in PqW console. The Edit tab is where users review quote content, make adjustments, and prepare the quote for pricing, validation, and export. This article explains: How to navigate and understand the Edit Quote console What information is disp

How to import BoM files into PqW via Cisco API

Published January 13th, 2026 by Akanksha Shukla

Introduction   StrataVAR PqW provides native integration with Cisco Commerce Workspace (CCW) to allow users to import Cisco Bills of Materials (BoMs) directly into the quoting workspace. This article explains how Cisco BoMs are imported into PqW using Cisco API integrations and where this step fits in the overall quoting workflow. Why This Is Needed

How to Review Managed Subscription for Subscription Renewal

Published April 24th, 2026 by Akanksha Shukla

How to Search Quote and Search Quote Items – Finding and Managing Quotes in PqW

Published April 2nd, 2026 by Akanksha Shukla

Introduction As quote volumes grow, finding and reviewing specific quotes or individual quote items becomes critical. The Search Quote and Quote Items console in PqW provides a dedicated interface for locating, filtering, and reviewing quotes and their line items across accounts, opportunities, and statuses — without opening each quote individually.

How to Use the Error Log in PqW

Published February 11th, 2026 by Akanksha Shukla

Introduction The Error Log in StrataVAR PqW is a history-tracking feature that records system-generated errors, warnings, and operational issues related to a record (such as a Quote). It helps users identify and troubleshoot issues that occur during quote-related operations such as: Export Quote, Import BoM, Processing calculations, Sales Order crea

How to Review and Track Pricing Requests for Vendor Quoting

Published April 20th, 2026 by Akanksha Shukla

Introduction Once the customer approves the Asset List, Renewal Engineers create Pricing Requests (PRs) and manage them through the Price Request Console — reviewing line items, exporting vendor-specific templates, and tracking progress toward vendor quoting. As a renewal manager, you have visibility into all PRs across every account and renewal pro

How to Assign Vendor Purchase Orders (POs) for Subscription Renewals

Published November 24th, 2025 by Akanksha Shukla

Introduction After the customer approves the renewal quote and the Renewal Engineer marks the quote as Won, the next critical step in the Subscription Renewal workflow is issuing Vendor Purchase Orders (POs). PO Assignment ensures that: Each renewed subscription item is correctly associated with its vendor. Vendor-facing details (PO number, supplier

How to Access and Navigate the PqW Interface

Published December 29th, 2025 by Akanksha Shukla

Introduction StrataVAR Partner Quoting Workspace (PqW) runs within Salesforce and is opened from your org — whether you work in your own Salesforce org or use the embedded version. This article explains: How to access PqW for new and existing quotes Where PqW fits within the quoting flow How to find your way around the main sections of the PqW conso

How to View Quote Summary

Published January 31st, 2026 by Akanksha Shukla

Introduction  The Summarize tab in Edit Quote allows you to create a summary quote by grouping selected quote items into one or more packages. This is commonly used to present a simplified, customer-friendly version of a quote while retaining detailed line items in the background. A summary quote can be created automatically through Quote detail pag

How to Review and Manage Assigned Renewal Projects

Published September 1st, 2025 by Akanksha Shukla

Introduction Once a Renewal Project is created and assigned to a Renewal Engineer, the Renewal Manager continues to oversee the renewal lifecycle. This stage allows managers to review active projects, monitor their progress, reassign users as needed, and ensure that the correct contracts are assigned to each project. From this console, Renewal Manag

How to Add BoMs or BoM Items to a Quote

Published January 22nd, 2026 by Akanksha Shukla

Introduction   After a Customer quote is created and StrataVAR Partner Quoting Workspace (PqW) console is launched, the next step is to add one or more Bills of Materials (BoMs) to the quote. This article explains: How to add entire BoMs to a quote How to add selected BoM items only When to use Quick Add vs Copy BoM Items What happens after BoMs or

How to Create Vendor Price Requests to Get a Vendor Quote

Published August 19th, 2025 by Akanksha Shukla

Introduction We learned in our previous article that the renewal engineer shares the exported asset list file with the customer for their review and approval. Once the customer approves the asset list after any review and changes, the next step is to proceed with pricing, starting with creating a price request for the approved asset list items.  Thi

How to pick and process contracts for Renewal- IC Console

Published July 28th, 2025 by Akanksha Shukla

Introduction In the previous step of the Renewal Engineer journey, you learned how to identify renewal projects in the Renewal Project Console and select Internal Contracts (ICs) for further processing. This article explains how to use the Internal Contract Console to: View and filter Contract-level details Export internal contract data for offline

How to Pick and Process Contract Items Due for Renewal - Renewal Project Console

Published July 9th, 2025 by Akanksha Shukla

Introduction The Partner Renewal Workspace (PrW) simplifies contract renewals by breaking them into clear workflows. As a Renewal Engineer, once you’re assigned a renewal project by the Renewal Manager, your next step is to review Internal Contracts (ICs) within that project and prepare them for further action such as asset list creation, export for

Glossary and Key Terms in PqW

Published December 22nd, 2025 by Akanksha Shukla

Introduction This article defines commonly used terms and concepts in StrataVAR PqW.  These definitions are referenced across multiple help articles and are intended to provide quick clarification while working in the PqW interface. Key Terms No. Term Definition 1 Bills of Materials (BoM) A list of products, services, quantities, and pricing receive

How to Populate Renewal Data and Create Asset Lists

Published August 5th, 2025 by Akanksha Shukla

Introduction In the previous article, we explored the Internal Contract Console, where you reviewed IC-level details and actions to perform for individual internal contracts. Also, you navigated into the item-level view for the selected internal contract. This article continues from there and shows how you, as a Renewal Engineer, can: View item-leve

Understanding Account Family in Partner Renewal Workspace

Published April 6th, 2026 by Akanksha Shukla

Introduction Partner Renewal Workspace (PrW) is StrataVAR’s renewal management solution that provides a unified platform to handle complex, multi-vendor contract renewals efficiently. It connects siloed systems, offers visual insights, and enables seamless collaboration between Renewal Managers and Engineers. In this article, we focus on a core conc

How to process the vendor quotes in PrW for subscription renewal

Published November 24th, 2025 by Akanksha Shukla

Introduction Once subscription data has been validated and Pricing Requests have been shared with vendors, the next step in the renewal workflow is to receive the vendor quote and link it to the Subscription Renewal Project in PrW. This ensures that customer-facing quotes are built with accurate vendor pricing, and the project moves smoothly toward

How to Identify and Review Assigned Renewal Projects

Published June 24th, 2025 by Akanksha Shukla

Introduction As a Renewal Engineer, your daily workflow begins with the Renewal Dashboard in the Partner Renewal Workspace (PrW). This dashboard provides a personalized view of contracts and renewal projects assigned to you. In this article, you'll learn how to: Understand your dashboard layout and assigned data Use the 30/60/90-day charts to identi

How to Assign Internal Contracts to a New or Existing Renewal Project

Published June 12th, 2025 by Akanksha Shukla

Introduction This article walks you through the process of using the Assign Contracts to Project console in Renewal Manager. As a Renewal Manager, you’ll identify Internal Contracts (ICs), group them into Renewal Projects, and assign them to Renewal Engineers for execution. Previous Step: Identifying and Prioritizing Contracts Using the Dashboard Ne

How to Import a BoM via External File (Excel & PDF)

Published January 22nd, 2026 by Akanksha Shukla

Introduction   StrataVAR Partner Quoting Workspace (PqW) allows users to import Bills of Materials (BoMs) using external files when vendor or distributor API integrations are not available. This article explains how to import BoMs into PqW using Excel or PDF files, including what to verify after import to ensure the data is ready for quoting. Why Th