Quick Quote

Bernard (Contoso): I really like your solution. I think Microsoft cloud solutions can help us solve our productivity issues! But I’m still undecided due to our budget limitations, and this is where Google’s proposal is still a really attractive option for us. Paulo (Microsoft): Now that we have agreed that the Enterprise Cloud Suite is the right solution for your organization, lets discuss how we can make it work with your budget. Holly (Microsoft): Let me assemble a price quote for you right now

Holly takes out her phone and clicks on the Quick Quote application Quick Quote What else can she do? Universal app works on any device Simplified quoting experience on phone User interface expands into full quoting and discounting experience

What else can she do? Holly creates a new quote by selecting an existing template for Enterprise Cloud Suite Quick Quote ECS for COM Office Win 10 Create Quote use existing template copy from existing quote more Contoso O365 and Win 10 Contoso CRM Dynamics Win 10 for GOV VSO for EDU Contoso1 Visual Studio Online Contoso1 CRM Dynamics more or create from start Set user profile for default geography and currency Save templates for future use Start with a blank quote Search for catalog for quick price lookups Copy from existing quotes

What else can she do? Holly searches for Contoso and Quick Quote recognizes that Contoso has a history with Microsoft and qualifies for Price Level B. She is confident that this is the right organization and selects it for the quote. Quick Quote Quote details Enterprise Cloud Solution % Discount Total Net Price Contoso Org Commercial USA USD enter discount Fixed Total Discounted Price Price Protection $ Unit price per month Unit enter quantity Quantity Purchase Duration Est. Rem. Months select B Price Level 8/1/2015 Order Usage Date Get Quote with Cost Analysis Get Quote Convert to Opportunity Customer selection is optional. Enter for more precision quoting Recognize customer’s Anniversary month and same service alignment; calculates accurate remaining months Recognize customer’s price protected prices Convert to Sales Package Convert to Sales Package & Order Convert to Order

What else can she do? Holly enters the Quantity and the purchase duration. The rest of the quote is auto-populated. Quick Quote Quote details Enterprise Cloud Solution % Discount Total Net Price Contoso Org Commercial USA USD enter discount Fixed Total Discounted Price Price Protection $ Unit price per month Unit 10 Quantity Purchase Duration Est. Rem. Months 1 st Account Anniversary B Price Level 8/1/2015 Order Usage Date $ 30, $ 27, Get Quote with Cost Analysis Get Quote Convert into an Opportunity or Download a Quote Download a Quote to work offline and upload to Quick Quote later Convert to Opportunity Convert to Sales Package Convert to Sales Package & Order Convert to Order Know when there is a promotion for the product/service Receive recommendations for pre-requisite, co-requisite and companion products/services Receive recommendations for suites or packages when relevant components are added to the quote

Quick Quote Quote details Enterprise Cloud Solution % Discount Total Net Price Contoso Org Commercial USA USD enter discount Fixed Total Discounted Price Price Protection $ Unit price per month Unit 10 Quantity Purchase Duration Est. Rem. Months 1AA B Price Level 8/1/2015 Order Usage Date $ 30, Holly downloads the Quote with Cost Analysis, and sends it to Bernard Get Quote with Cost Analysis Get Quote Convert to Opportunity Convert to Sales Package Convert to Sales Package & Order Convert to Order What else can she do? Get a Licensing Cost Analysis across offers, and comparisons of suites vs. component pricing SKUProductPrice AAA-12345Enterprise Cloud Suite $ ========== AAA-22222Office 365$ AAA-33333Windows SA per user $ AAA-44444Enterprise Mobility Suite $ $ ==========

Bernard (Contoso): I really like your solution. I think Microsoft cloud solutions can help us solve our productivity issues! But I’m still undecided due to our budget limitations, and this is where Google’s proposal is still a really attractive option for us. Paulo (Microsoft): Now that we have agreed that the Enterprise Cloud Suite is the right solution for your organization, lets discuss how we can make it work with your budget. Holly (Microsoft): Let me assemble a price quote for you right now

Greta (Fabrikam): You should be able to see the proposal now, Bernard Bernard (Contoso): [takes out his phone]. I see it coming through my now. Let me take a look. Looks OK, but the pricing still looks slightly over what Google is proposing to me. Paulo (Microsoft): Bernard, what will fit into your budget? Bernard (Contoso): A 10% discount will help tremendously. Holly (Microsoft): I’ll have to check on that [takes out her tablet]

Quick Quote 1 Holly accesses Quick Quote App on her phone

Quick Quote Holly checks her Discounting Dashboard and checks that she has been overly aggressive with discounting in the past quarter. She decides to counter-offer with a lower discount percentage.

Holly (Microsoft): I can’t do 10%, but I can give you a 5% discount. Bernard (Contoso): That will still fit in my budget. Lets go with it! Paulo (Microsoft): Excellent! Greta, lets get that discount officially approved for Bernard and put the order through. Greta (Fabrikam): You got it! [picks up phone]

Quick Quote Quote details Enterprise Cloud Solution % Discount Total Net Price Contoso Org Commercial USA USD 5 Fixed Total Discounted Price Price Protection $ Unit price per month Unit 10 Quantity Purchase Duration Est. Rem. Months 1AA B Price Level 8/1/2015 Order Usage Date $ 30, $ 28, Greta applies a 5% discount to the entire quote and submits for approval; the app sends the notification to the appropriate approvers Get Quote with Cost Analysis Get Quote Convert to Order

Quick Quote Quote details Enterprise Cloud Solution % Discount Total Net Price Contoso Org Commercial USA USD 5 Fixed Total Discounted Price Price Protection $ Unit price per month Unit 10 Quantity Purchase Duration Est. Rem. Months 1AA B Price Level 8/1/2015 Order Usage Date RejectApprove $ 30, $ 28, Holly receives a notification and accesses the quote from her tablet, and approves it right away.

Quick Quote Quote details Enterprise Cloud Solution % Discount Total Net Price Contoso Org Commercial USA USD 5 Fixed Total Discounted Price Price Protection $ Unit price per month Unit 10 Quantity Purchase Duration Est. Rem. Months 1AA B Price Level 8/1/2015 Order Usage Date Get Quote with Cost Analysis Get Quote Convert to Order $ 30, $ 28, Greta receives the approval notification and clicks on Convert to Order in the quote. All of the information entered into the quote is transferred to the Sales Package. Fabrikam’s Sales Operations team is notified to let them know that there is a Sales Package waiting for completion and submission. All it needs is a few extra details to complete the package consisting of the MPSA, Purchasing Account, and order. As soon as the package is submitted the quote turns into an order as well. There was no need to submit an order separately.

Greta (Fabrikam): Bernard, I have submitted the agreement and order for you. Your Purchasing Department will be getting a call shortly from our Operations team to complete the rest of the details and purchase order number. Bernard (Contoso): Thank you, that was quick!! Paulo (Microsoft): Thank you, we will follow up with your IT Department to construct a Consumption Plan for your cloud services.

Appendix

Greta can start a new blank quote or use a template She decides to create a new blank quote She accesses the catalog and looks for the Enterprise Cloud Suite and adds it to the quote. Quick Quote my profile Office Win 10 for Commercial Win 10 for Government Visual Studio Online for Education my dashboard templates settings ….add more templates Quick Quote Create Quote use existing template or create from start organization type currency country organization size existing account product discount

Greta creates a new quote Quick Quote recent today yesterday last week Contoso O365 and Win 10 Contoso CRM Dynamics Contoso1 Visual Studio Online Contoso1 CRM Dynamics older Contoso3 CRM Dynamics my p settings templat Office 36 Win 10 fo Visual Stu

Quick Quote Create Quote use existing template or create from start organization type currency country organization size existing account product discount copy from existing quote

Quick Quote Select Template Office Win 10 for Commercial Win 10 for Government Visual Studio Online for Education Enterprise Cloud Suite for Commercial She selects the template and adds in the data to the template to create her quote.