iQuote User Guide (1.2)

Use your portal username and

password

http://iquote.toro.com

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Table of Contents

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Home Page

View All shows all Open Quotes

Click Create Quote to start a quote or to

start configuring product

Click Export Product Listing to download all

the products to an excel spreadsheet (includes stock order checklist).

Click My Customer Profile to Add or Edit customers

The last 5 quotes are displayed. Click on the

quote link to see the details of the quote

Account Activity shows all Open

Quotes

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Quote Activity Reporting

The exclamation mark indicates the configuration has recently changed

Large Package displays quotes using the L.P. program or a

dollar amount of $100K or more.

Filter the quotes displayed by using these Report fields.

Download report information to an

Excel spreadsheet.

Closed Quotes displays all Closed Quotes. You can Copy a closed quote to

reopen as new.

Sorts rows when clicked

Home: View All or Home: Account Activity

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Home: My Customer Profile

Edit customer information.

Add New customers

Manage customers appearing in iQuote.

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Home: My Customer Profile: Add New

Unchecked box means SFG customer, checked

means Golf customer

* = required field

Unchecked box means non-tax supported customer, checked

means Tax Supported

Add a New Customer: Step 1 of 4

Not currently populated. Will

display accounts in the future.

Click Save

How to Add New customers to iQuote.

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Home: My Customer Profile: Add NewAdd a New Customer: Step 2 of 4

In order to create a quote for a customer, at

least 1 Contact needs to exist.

Click on Contacts to add/view/edit.

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Click Add New

Add a New Customer: Step 3 of 4

Home: My Customer Profile: Add New

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Click Save

Add a New Customer: Step 4 of 4

Home: My Customer Profile: Add New

Fill in required fields.

These aren’t used for anything but are required currently. You

can use dummy info here.

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Home: My Customer Profile: Edit

In order to create a quote for a customer, at

least 1 Contact needs to exist.

Click on Contacts to add/view/edit.

How to Edit customers already setup in iQuote.

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Export Product Listing

Click on Export Product Listing to

download and save a copy of the current

pricelist

Use it when you don’t have an internet connection, download or print.

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Configure a Product or Create a Quote

Click Create QuoteSelect your customer, a contact and click Submit.

Tip: Type the first letter of the customer name to navigate the customer list

Tip: Generic customers (i.e.: MTI iQuote SFG Demo or MTI iQuote Golf Demo are already setup. You can use these and change the name of the quote later to reflect the customer name.

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Choose Category

Click on either the name of the category or the picture and it will take you to the

Select Model page

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Select Model

Click on the SKU link to see additional product

information.

Click on Accessories Only if you want to add

Accessories without a Traction Unit.

Click on Configure to start the

configuration process

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Configure Product

Select the accessories that need to be added to the traction unit – this item was added by one of the configuration rules

Click Continue to go to the Set Pricing Page

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Set Pricing

Select the program that is set up for the model – and the customer is entitled to

use

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Set Pricing

If you need additional support to get the deal, and enter in a number that is off the chart a DSM

Approval message is displayedClick Save and Continue to go to the Review

Quote page

Profitability Info is displayed in the gray box

Toro Protection Plus. Select to add. Click Update button if you want to change Award Price.

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Contract Pricing

NATIONAL IPA, STATE CONTRACTS, DISTRIBUTOR

SPECIFIC PROGRAMS, CORPORATE ACCOUNTS

Choose your pricing program from the drop down list and iQuote will price your configured items.Contact christopher.anderson@toro.com, to add your specific program if not currently listed in iQuote.

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Review Quote page

Add Additional products.Enter the Dnet price, Click Quick Add and then Add

to Cart andprofitability of the whole deal will be calculated

Click Quick Add and then Add to Cart

Tip: You can also use this line item to add Set Up Charges or any product not in iQuote

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Review Quote page

Add Financing or click on Profitability to download a spreadsheet for the whole deal

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Profitability Analysis

You may want to use this copy to key into your business system or for rebate information

Market Support scenarios page in DPS

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Review Quote page

Options for making a copy of the quote for your customer,

Export Summary, Export Itemized, Print,

Choose Copy Quote if you need to make multiple versions of the quote

Choose Close Quote if you do not want to keep the quote open

– it will prompt you to select a reason

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Export Summary

The format is simple to allow you to easily print it on your letterhead or add other formatting

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Convert to Order

Distributors who log in will have a redConvert to Order Button

Complete the 3-step order process and it will send an email to the email address you have

configured in your eStorefront

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Who to Call for Help

• NSN provides iQuote Support• Phone number: (888) 367-8676• Email: NSNTech@toro.com• Support videos and docs also available on the Distributor Portal

Distributor Portal : Commercial : Sales & Marketing

Distributor Portal : Commercial : Management