Posts Tagged ‘iQuote Hints and Tips’


New to iQuote – User Resources

October 22, 2011

Making life a little bit easier for people selling HP.  That’s one of the fundamental ideas behind HP iQuote, and our new Resources page will  bring together  more of the information you need to do your job, in one place. To access Resources, just click the new link next to the Home button in the main  site menu.

We have launched the Resources page with two Training presentations for Sales, to enable you to get more out of iQuote. Level 1 covers all the basics and is intended mainly for beginners, while Level 2 covers some of the more advanced features, including tricks & tips to use iQuote to improve your productivity.

Product information will also feature heavily within iQuote Resources – from details on the latest promotions to more general content like FAQs and Sales Guides.

As always, let us know what you think!


Why iQuote Adverts are Valuable

August 8, 2011

Banner advertising in iQuote is worth taking notice of. We know that online advertisements are often ignored but advertising in iQuote does clever stuff. This is an important distinction from other random banner advertising whether you are an iQuote User or an iQuote Advertiser.

Take this advert as an example….it’s clever:


Why is it clever? Answers:

  1. It is displaying because it knows you don’t have a Tape Drive installed. So it is prompting you to ask the question and make a larger sale.
  2. If you click it iQuote will direct you to the Tape Drive section. This is easier and quicker than finding it manually.
  3. If you add a Tape Drive it gets replaced by a different Banner Advert or just disappears from view.
  4. For Advertisers we can record how many times it displays and is clicked. And of course iQuote can measure the pitch rate for any options against any system unit.

Other examples: iQuote Adverts can link to PDFs, Applications, Web Sites, Facebook/LinkedIn or even launch a new quote in iQuote.

iQuote is not just about creating a good configuration quickly and easily. Through the iQuote Adverts and the Validation Checklist iQuote is helping you to expand the solution and therefore the sale.


Context-Sensitive Parts Notes now in iQuote

August 8, 2011

Our Parts Notes function has been improved. We use Parts Notes against a few Options where to install the Option requires either a trade off or in some cases an additional “enabling” sub-option. We’ve had feedback from iQuote Users that these could work better if the Parts Notes took into account the System Unit family. Originally our Parts Notes were stored against the part but of course that part could appear as an option for many servers or systems.

In other words you wanted the Parts Notes only to display when needed. So good news as Parts Notes are now aware of the System Unit being quoted and only appear when relevant (i.e. Context-Sensitive).

Example: if a Redundant Power Supply (RPS) is supported by both a ProLiant ML110G7 and a ProLiant ML330G6 BUT when installed in the ProLiant ML110G7 requires an Enablement Kit, iQuote will only show the Parts Note when the RPS is being quoted in the ML110G7 (and not the ML330G6).

So it reduces the number of times Parts Notes are displayed and avoids minor confusion (why am I seeing a ML110G7 warning when in a ML330G6 quote). As a point of detail this iQuote modification has been applied to all of the ways that an option can appear (drill down and search).


iQuote Memory Slot Count Now Dynamic

August 8, 2011

An improved Memory Slot notification means more clarity for iQuote Users. Not a bug as such, more of a missing feature. iQuote shows the total memory slots and the number of slots occupied as standard. However with some systems the number of memory slots enabled depends on the quantity of processors installed. Users told us that they’d like the Total Memory Slots to update if a second processor is added. That now happens.

With 1 Processor:

Memory 1 CPU

With 2 Processors:

Memory 2 CPU


iQuote Pricing Modification

July 6, 2011

For sites that display List Price iQuote now shows the user. If your iQuote runs on HP List Price (like iQuote No-IT) or your store defaults to List Price if no price is provided by the Host iQuote now states List Price next to the price so there is no confusion. This graphic shows this new feature (grey italics after the price).



iQuote Integrated Mode Improvement

June 29, 2011

Now customers can “buy” more quickly. If you have iQuote integrated into your Web Shop/Store your customer used to have to Save the Quote to view the so-called “Buy Button” – the function that sends the user back to the Host together with their list of parts/prices. We call this Send To Host.


Now all your customers have to do is add at least one option attached to the System Unit and the Send to Host button appears. The quote is auto-saved as part of the process. In many instances the button appears when a quote is started as Auto-Add is adding a Care Pack or Microsoft ROK.

This was done in response to customer requests. It makes sense as it is clear that this function exists early in the user experience.


Also added to iQuote Export: Validation Notes

June 27, 2011

Another popular request from our customers: Validation Notes have been added to the iQuote Excel Export. If you use the Excel Export you’ll notice Validation Notes are replicated from the on-screen version in iQuote onto the output. They tell you if there are any warnings or trade-offs present with the quote you have created. For example, if a Server is Diskless and the customer has not requested Hard Disk Drives the Export will now state: WARNING: You should install at least one Hard Disk. It’s a “soft” warning as it is possible the customer has Hard Disk Drives already or is using a different boot device.

The aim of the Validation Checklist is to improve customer satisfaction and now the Validation Notes are on the Export this will improve overall quality. How they appear in Excel:


iQuote Exports now include the Date

June 23, 2011

A number of HP Partners requested this so we have now added a new “Date Stamp” feature to iQuote. If you use the Excel Export you’ll notice a new row that shows the Date the Quote was Exported. This should save time when trying to match a quote your customer has with your copy in iQuote. It also means that your own Terms and Conditions are easier to enforce: if your terms are 7 Days or End of Month for quote validity the Export shows the date of export to you and the customer. So better all round Quality.


iQuote Clone Info on Dashboard

June 22, 2011

Distributors that provide Resellers with iQuote via the iQuote Clone Service get real-time reports in iQuote. From the Management Page Management Users can view the following information for each Clone in a simple table:

  1. Margin by HP Business Unit.
  2. Total Users and Active Users (last 3 months).
  3. Quotes generated MTD and last month.

Clone Mgmt

We’ll be extending this function in the near future to allow Distributors to create new Clones.


New Feature: iQuote Activity Report

May 31, 2011

Improved reporting from the iQuote Management Page live now. Download a report on demand that provide a Monthly view (current and historic). See graphic below.

Quote Activity Report

The report includes unique Quote ID, Quote Name, Creator, Dates (started and edited), Status, Family Name (e.g. DL380 G7), Systems v Options (Pitch Rate) and Value. So it can be used for a variety of report requirements. Specific reports on certain option types (for example) are available on request.

If you run current month you get Month to Date. We’ll add a CSV export shortly although you can copy and paste it. Note: if you have iQuote integrated into your Web Store the report INCLUDES that activity. Distributors cannot view data from their Clones but Clones can view their own data.