Archive for April, 2013

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HP iQuote Save Feature Change

April 23, 2013

Now HP iQuote Users can save a quote immediately – always. Previously the Shopping Card/Basket needed to have a minimum of 1 option included with a System Unit. Now you can save a System Unit only quotation. This is to improve ease of use but of course keep adding the Options !

As before to access all of the Export functions simply Save the Quote.

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HP iQuote User Creation Improvements

April 11, 2013

Support for multiple email domains now available. If you are a HP iQuote host or clone and you use multiple email domains you can now setup users even if their email domain doesn’t match your own. Just tell us all of the email domains you use and we’ll make them available for you.

Also if you want to give someone from HP access to your HP iQuote: the User Creation works with @hp.com. Remember the email address must be valid as the new user gets a welcome email.

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HP iQuote Saved Quotes View Export

April 10, 2013

Now users can export their own quotes to Excel in bulk. Simply go to your Saved Quotes view in HP iQuote, set the preview to the quantity you want to export (default is last 10 Saved Quotes), click on Export All.

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It will load into Excel as follows:

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Hopefully a useful addition for users that want to analyze their pipeline offline !

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New Text Box on Saved Quotes in HP iQuote

April 2, 2013

HP iQuote Users can now store text against Saved Quotes. You gave us some feedback that when you win a deal you want to put the Sales Order reference against the HP iQuote Saved Quote as a cross reference. Now you can. Or you may just want to store some text against that quote as a reminder of who or what the quote was for. Now you can.

Simply save your quote, go into Saved Quotes, click to open the quote, enter the text and click the orange arrow icon.

Keep the good ideas coming. Use the Feedback Form or join the LinkedIn HP iQuote User Group.

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