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 walks through the quote lifecycle and links to the detailed articles for each stage, so you can either follow the flow end to end or jump straight to the task you need.

PqW Workflow at a Glance

A typical quote moves through these stages:

1. Import a vendor BoM
2. Assemble a quote from BoMs or BoM items
3. Edit and structure the quote
4. Apply pricing, margins, and calculations
5. Assign suppliers and shipping
6. Export the quote
7. Process orders and manage quotes afterward

The sections below follow this flow, with additional references for getting started, admin configuration, and finding existing quotes.

Getting Started

New to PqW? Start here to understand the interface, terminology, and overall journey.

• Introduction to Partner Quoting Workspace (PqW)
• Glossary and Key Terms in PqW
• How to Access and Navigate the PqW Interface
• Understanding PqW User Journey and PqW Console

Importing Vendor Quotes – Creating BoMs

Before building a quote, bring vendor data into PqW as a BoM. PqW supports both API-based and file-based imports.

• Overview: PqW BoM Import Methods (API & File)
• How to Import BoM Files into PqW via Cisco API
• How to Import BoM via CCW-R Quotes
• How to Import BoM Files into PqW via Distributor APIs (Ingram, TD SYNNEX, etc.)
• How to Import a BoM via External File (Excel & PDF)
• How to Import Vendor Sales Orders into PqW
• Defining Item Type Rules in StrataVAR PqW
• How to Create User-Defined Aggregation and Grouping During CCW-R Import
• How to Change CCW-R Quote Aggregation Without Re-Importing the BoM

Assembling a Quote

Once BoMs are available, create a quote and add the items you want to include.

• How to Create a Customer Quote in PqW
• How to Add BoMs or BoM Items to a Quote
• How to Add BoMs or BoM Items to a Quote For Different BoMs

Editing a Quote

After items are added, refine the quote's structure and content.

• How to Edit a Customer Quote
• How to Clone Multiple Items (Box-Level Cloning)
• How to View Quote Summary
• How to Use Grouping in PqW to Group Quote Items
• How to Create New Version of Quote
• How to Use Decimal Quantities for Item Types

Pricing, Margins, and Calculations

Apply pricing logic, adjust margins, and handle credits, terms, and availability checks.

• How to do Bulk Operations in a Quote
• How to Modify Subscription Term
• How Pricing Rules Are Applied During Quote Creation
• How to Adjust Item Pricing and Margins
• How to Use the Error Log in PqW
• How to Manage Credits in PqW
• How to Check Distributor and Manufacturer Price & Availability in PqW (Ingram & TD SYNNEX)
• How to Check Distributor Price and Availability in PqW

Supplier and Shipping

Assign vendors and delivery details before finalizing the quote.

• How to Assign Suppliers to Quote Items
• How to Assign Ship-to Address to PqW Quotes
• How to Convert a PqW Quote to an Ingram Order (Upload Quote API)

Exporting Quotes

Generate and export the finalized quote for customer sharing or system use.

• How to Export a Quote in PqW
• How to Export Two Linked CCWR Quotes into One File
• How to Export Multiple Quotes with Refactoring in PqW

Order Management and Upload

Convert finalized quotes into vendor orders.

• How to Convert a PqW Quote to an Ingram Order

Finding and Managing Quotes

Search for quotes and quote items, and manage their lifecycle.

• How to Search Quote and Search Quote Items – Finding and Managing Quotes in PqW
• How to Activate or Deactivate a Quote from the Search Quote Page

Admin and Configuration

For users with the StrataVAR PqW Admin permission set.

• How to Create and Configure API Profile
• How to Configure Default Discounts and Margins
• Understanding and Managing PqW UI Settings (Admin Guide)

How to Use This Guide

• New users — follow the sections in order, starting with Getting Started.
• Experienced users — jump straight to the section for the task you're working on.
• Admins — see Admin and Configuration for system setup.
• Working on an existing quote? — go to Editing a Quote, Pricing, Margins, and Calculations, or Finding and Managing Quotes.