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      QuoteCQ: What are Package Quotes?

      What is a Package?

      We define a Package as a combination of multiple assemblies being quoted as a group with varying quantities for each assembly.

      When would I use Package Quoting?

      A customer sends you an RFQ for three independent assemblies and 3 different forecasts. Your task is to provide a competitive quote to them that takes into account the volume purchasing discounts of winning the entire program.

      Customer RFQ:

      Using CalcuQuote’s new Package Quoting functionality, you can easily input each of these scenarios as “Packages” into your assembly. QuoteCQ then automatically calculates the total amount of materials required for each assembly, including consideration for leader and attrition.

      You can also easily account for additional assemblies and scenarios being added to the RFQ as new information is made available from the customer. There is no limit on the number of assemblies and scenarios you can create.

      Package Quoting Highlights:

      • Allows for more flexible scenario modeling

      • Less complexity when accounting for various scenarios: CalcuQuote handles the math so you don’t have to

      • No limit on the number of Packages or Assemblies in a quote

      • When you win the quote, you can easily transfer the entire package into ShopCQ to place purchase orders

      FAQ

      • I’m ready to get started. How do I set this up?
        This feature is free of charge to our Advanced tier customers. If you are on the Advanced tier, please contact your account manager to enable the feature.
        If you’re interested in moving up a subscription tier to access Package Quoting, please contact your account manager or support@cacuquote.com for more information.
      • How do I use the new feature?
        Here's an article on how to use Package Quotes during your quoting process. As always, if you have questions, send us a chat!
      • Can I change the package quantities after I’ve completed the quote?
        Yes, you can change the package configurations at any time, but keep in mind that it may require you to re-price the materials to get the most accurate data for your new combined quantity breaks.
      • Can I try the Package Quoting functionality if I’m not an Advanced user?
        If you’d like to try Package Quoting and are a current Basic or Basic + subscriber, please contact your account manager or support@calcuquote.com to discuss a week-long free trial.