How to Create and Link Quotes from Quoting Tool to Renewal Project
Learn about creation of customer quote from vendor quote in a quoting tool like PqW and linking to renewal project
Overview
After vendor pricing is collected, renewal quotes are generated in PqW.
These quotes are linked back to Renewal Projects, updating PR Console stages from Created → Quoted → Won.
Additionally, Purchase Order Assignment ensures that vendor PO numbers are mapped correctly, enabling the creation of the next generation of Internal Contracts.
Prefer video? Watch the walkthrough here
Previous Topic: How to review and export pricing requests for vendor pricing
Key Terms and Concepts
| Term | Description |
|---|---|
| Renewal |
In the VAR ecosystem, Renewal refers to the process of extending, maintenance contract to continue service coverage for hardware or software. This typically involves reviewing expiring contracts, create asset lists for customers to approve, prepare list of assets/services to be priced, and initiate quoting process for services like: Cisco SmartNet maintenance contracts Managed service subscriptions etc
The renewal process ensures uninterrupted service, and allows for co-terming, identify potential product upgrades, or request for change in service levels. |
| Renewal Engineer (RE) | Processes contract items for renewal after projects are assigned by the Renewal Manager. |
| Renewal Project | A group of Internal Contracts (ICs) for same customer |
| Internal Contract (IC) | Represents customer contracts in the system. |
| Internal Contract (IC) Items | Line items such as SKUs, services, or subscriptions within an Internal Contract |
| Pricing Request | Where REs review contract items and prepare asset lists for pricing. |
| Vendor Quote | Pricing information provided by vendor for renewal items. |
| PqW | The quoting tool that allows you to import vendor quotes and generate structured customer-facing quotes. |
| Customer Quote | A formal renewal proposal created in PqW for customers, based on vendor quotes. |
| Purchase Order (PO) Assignment | Mapping step where vendor PO numbers are assigned to quotes to tie them back to vendor projects and enable next-generation IC creation. |
Table of Content
| S.No. | Topic | Detail | Timestamp |
| 1 | Introduction | Introduces the video and its focus on helping Renewal Engineers navigate their dashboard to prioritize upcoming renewals. | 00:00 |
| 2 | Key Terms and Concepts |
Defines key terms like Renewal Engineer, Renewal Project, Internal Contract (IC), IC Console, LDoS, and PrW Dashboard. | 00:16 |
| 3 | Table of Content | Provides a preview of the topics that will be covered in this video to help viewers understand the structure of the walkthrough. | 00:48 |
| 4 | Generated Customer Quote from PqW for the renewal opportunity | Mention quote generation in PqW and provides quote overview under the acount for which renewal is being handled | 01:10 |
| 5 | Linking Quotes to Renewal Project | How the quote under account can be linked to on-going renewal project | 01:20 |
| 6 | Tracking customer approval and renewal project status | Changes in PR/ IC and renewal project stages | |
| 7 | PO Assignment | Explain purpose of PO assignment and details of PO assignment functionalities in PrW | 02:00 |
| 8 | Summary and Conclusion | E Touch upon the points learned and how this step marks completion of the renewal project | 03:04 |
Watch the Video
1. Renewal Quotes in PqW (Quoting Tool)
In PqW, you can import vendor quotes into a single customer-facing renewal quote.
The tool supports importing quotes in different formats, ensuring all vendor pricing is captured consistently.
The customer centric quote will automatically generate in PqW which also gets reflected in PrW.
In the Quotes list view, you will see all the quotes generated for all the customers. Select the generated quote mapped to selected account/customer to view details and you will be redirected to Quote detail page.
2. Linking Quotes to Renewal Projects
Each customer renewal quote is tied to the Renewal Project.
The quote object, created under the customer’s opportunity, connects directly to the renewal project to ensure accurate tracking.
In To link the customer quote to renewal project, click on the arrow on the top right of Quote page and select Link/Unlink Renewal Project option from the dropdown.
In the dialog box, you can select the desired renewal project from the dropdown listing all renewal projects under that account.
Click on Link button and quote will get linked to the selected renewal project.
When you refresh the PR console, the stage will update to Quoted in this case.
3. Tracking Customer Approval
You can click:
- When a quote is linked to a renewal project, PR console stage gets updated to Quoted.
- Once customer reviews the quote, validates and approves it, you can change quote status to Won in Quote details page.
- In this case, the PR console shows PR stage as Won.
These updates provide visibility of renewal progress from quote creation to customer confirmation.
4. Purchase Order Assignment
Click PO Assignment on the quote detail page.
This opens the Purchase Order Assignment window, where you can:
View line-level details (BoM Line, Quote Item, Part Number, Vendor, etc.).
Use filters or global search to find specific items.
Export or refresh the list.
Most importantly, assign the Vendor PO Number provided by the supplier.
This mapping ensures that contract data retrieved in PrW aligns with the correct vendor and project, making it possible to generate the next set of Internal Contracts accurately.
6. Summary
In this step, we covered how to:
Generate renewal quotes in PqW
Link them to Renewal Projects
Track stage changes in the PR Console
Complete PO Assignment to connect quotes with vendor projects and prepare for next-generation ICs
With quotes approved and PO numbers assigned, the renewal process is ready for the next cycle.
