Intel Quote Request Training

Submitting a Quote Request

The Tender Request Overview (Customer Initiation)

First submit a quote request through the customer portal, in partnership with the Intel Field or Intel Account Executive Representative. Next, the field sales representatives will review and submit for pricing approval.

Step 1: To begin the process, log into the Intel Quote Request portal, and click New Quote.

Note: All quotes must be entered with Latin characters. For any quotes already entered with characters other than Latin, be sure to update accordingly.

Step 2: Enter the header-level information for the quote request.

The fields marked with a red asterisk (*) are required. If these are not populated, you will not be able to submit the request:

  • End Customer
  • Application
  • Project Name (If your project does not have a name, you can use the quote name)
  • Intel Response Requested By Date
  • Proposal Due Date
  • Pricing Start and End Date
  • End Customer Country/Region
  • End Customer Sales Geography (Auto-populated)

Note: The End Customer dropdown contains end customers for whom your account has recently requested quotes. If you are working with a new end customer, please select "Write In End Customer" in the End Customer dropdown and then specify the end customer name in the Write In End Customer field.

 

Step 3: Once the header form is complete, click Save.

Step 4: Click New Quote Line to open the Create Quote Line window and add quote line items to the request.

Step 5: Use the tabs at the top to indicate the product type for the requested quote.

Note: Be sure to select the correct Quote Line Type before searching for the product, as the search results are dependent on the Quote Line Type choice.

Step 6: Use keywords in the search field to locate the product. Select the correct product using the radio button and click Next.

Note: The resulting New Quote Line window will vary, depending on the quote line type chosen. This feature enables the ability to enter different types of quote lines on a single quote.

 

Select the corresponding Quote Line Type below to review the fields and required information for each type.

Step 7: Fill in the relevant information in the form. Once added, click Save to add the quote line.

Required fields for Proposed Intel Solution:

  • Product
  • Quote Line Pricing End Date
  • System Model
  • No. of Systems
  • No. of CPUs per system
  • Single System Price
  • Customer Standard Unit Price
  • Requested Discount Unit Price
  • Additional Discount

Required fields for Assumed Competitive Offering:

  • Competitor Name
  • Competitor System Model
  • Competitor Product
  • Competitor No. of Systems
  • Competitor No. of CPUs per system
  • Competitor Single System Price (See below)
  • Competitor Additional Discount (See below)

NOTE: Do not provide Intel any information that is subject to confidentiality obligations between you and a third party.   If necessary, provide the price required by Intel to win this specific opportunity. 

Step 7: Fill in the relevant information in the form. Once added, click Save to add the quote line.

Required fields for Proposed Intel Solution:

  • Product
  • Quote Line Pricing End Date
  • Quantity
  • Requested Discount Unit Price

Required fields for Assumed Competitive Offering:

  • Competitor Name
  • Competitor Product
  • Competitor Density

NOTE: Do not provide Intel any information that is subject to confidentiality obligations between you and a third party. If necessary, provide the price required by Intel in the Competitor Unit Price field to win this specific opportunity. 

Step 7: Fill in the relevant information in the form. Once added, click Save to add the quote line.

Required fields for Proposed Intel Solution:

  • Product
  • Quote Line Pricing End Date
  • No. of Systems
  • No. of Units per system
  • Customer Standard Unit Price (See below)
  • Requested Discount Unit Price
  • Paired CPU (Note: Whether you are requesting CPU pricing from Intel or not, it is important to enter the planned CPU to be used with PMem modules in order to be considered by pricing managers)
  • DRAM Density (GB)
  • No. Of DRAM per System

Required fields for Assumed Competitive Offering:

  • Competitor Name
  • Competitor Density
  • Competitor No. of Systems
  • Competitor No. of Units per System

NOTE: Do not provide Intel any information that is subject to confidentiality obligations between you and a third party. If necessary, provide the price required by Intel in the Competitor Unit Price field to win this specific opportunity. 

Step 7: Fill in the relevant information in the form. Once added, click Save to add the quote line.

Required fields for Proposed Intel Solution:

  • Product
  • Quote Line Pricing End Date
  • Quantity
  • Requested Discount Unit Price

Required fields for Assumed Competitive Offering:

  • Competitor Name
  • Competitor Product
  • Competitor Density

NOTE: Do not provide Intel any information that is subject to confidentiality obligations between you and a third party. If necessary, provide the price required by Intel in the Competitor Unit Price field to win this specific opportunity. 

Guidance for Write-in Products

If the product is not listed in the Search Product List window (future SKUs, product not listed etc.), search for and select Write in Product and then fill in the Write In Product field in the New Quote Line window.

Step 8: Add comments to outline the purpose of the quote request. The 1st, 3rd, and 4th fields are required, with a 10-character minimum.

Note: It is important that you are thorough in your explanations, as this information will aid in your request being approved.

Step 9: Once the necessary information has been added to the request, click Submit to Intel to send the request for review.

Useful Tips

Hidden Buttons

You may need to adjust your screen resolution or window size to see all buttons and options available in the form.

Be sure to use the down arrow next to the buttons if you don’t see any options or if the Submit to Intel button is missing.

Editing a Request After Submission

You will NOT be able to edit the form after a request has been submitted. Instead, you can communicate any changes to your Intel contact through the Chatter section. In the Chatter section, click the Post tab to start a conversation.

Request Form Drafts

Save as a Draft

If you do not click the Submit Quote button, the quote and respective quote lines will be saved in draft status until further action is taken.

Delete Draft Status

Quotes or quote lines can be deleted by the customer when still in draft form. To do so, they can use the menu dropdown on the quote or quote line to select Delete. 

Quote Groups

When submitting multiple quotes of different types for the same end customer, use the Quote Group feature to connect the quotes to help the pricing team determine the best pricing.

Step 1: To create a quote group, navigate to the Quote Group section on the bottom of the quote page, and click Link Quote.

Step 2: In the Link Quotes window, enter the search terms and select the appropriate Search Criteria to locate the quote to connect, and click Search.

Step 3: Select the appropriate quote and click Link Quote.

Both quotes will display in the Quote Group window, indicating they have been connected for the pricing team.

To add or remove quotes from the Quote Group, click Manage Quote Group.

Note: To add quotes to a group, remove the existing links and begin again.

Customer Initiation

There are several functions available in the OEM Customer request section that can be helpful for submitting requests.

Clone a Quote or Quote Lines

Quotes and quote lines can be cloned and then edited in order to:

  • Submit multiple SKUs at one time
  • Choose a different SKU after the original bid has been completed

Cloning an Entire Quote

Follow the steps below to learn how a customer can clone a quote or individual quote lines.

Step 1: Click Clone at the top of the page, then select the appropriate quote type and click Clone in the Select Quote Type window.

This will copy the quote header and comments section to a new quote. It will not copy the products to the new quote unless the original and cloned quotes are the same quote type.

Step 2: This will create a message indicating that the request has been successfully cloned. From here, you will have the option to either go to the new quote, or go back to the previous page.

Step 3: Update the request Comments and Performance Metrics if necessary.

Note: Only Intel® Xeon® CPU quote types require Performance Metrics.

Cloning a Quote Line

Step 1: Using the down arrow next to the quote line you wish to copy, select Clone.

 

Step 2: This creates a message indicating that the quote line has been successfully cloned, and you can click the link to go back to the updated list of quote lines.

Step 3: Update the quote line details by using the down arrow next to the new quote line, and selecting Edit.

Step 4: Finally, add new performance metrics to the quote line.

Manage the Quote Request Team

It is possible to add as many additional members to the quote team as necessary. This includes Intel Sales Reps, Account Executives, and Industry Technical Specialists. Follow the instructions below to learn how to manage the quote team members:

Step 1: From the top of the quote, click Sharing (this button may be hidden from immediate view, in that case click the arrow to expand the menu options).

 

Step 2: Enter the email for the Intel contact in the Manage Intel Quote team window.

Step 3: Next, select the Team Role, either Account Executive, Industry Technical Specialist (ITS), or Intel Sales Rep (FSE/SDM), and click Add.

Step 4: The aded Intel contact will receive an email notification that they have been added to the team, along with a direct link to the quote.

Step 5: To remove quote team members in the Manage Intel Quote team window, select their name and click Delete.

Reference Request ID#

During the request process, add a reference request ID number to assist with tracking the request or connecting to your company’s internal records.

Note: Once the request is submitted, this field can be edited by any customer with the Customer Full and Customer Standard Access roles at any point during the request process.

Ready for Review Button

If your company requires an internal process of review, please use the Ready for Review button instead of the Submit to Intel button.

Your quote lines will become available in the IQR Ready for Review option of quote line views. Your company representative can filter and review available quote lines before submitting them to Intel.

This is applicable to all access roles Full, Standard, Draft in the IQR tool.

Terms and Conditions

Any quote request is subject to the explicit Terms and Conditions (including integration requirements) of the Intel Quote Request (IQR) application.

The Terms and Conditions are available at the top of every request, and must be accepted by you, the OEM, before submission of a quote request. You may download a PDF version of the Terms and Conditions via the link at the top of the request.