Proposals 123 is the premier online quoting tool for the Office Products industry that allows quick and easy custom quotes or proposals to be created by Independent Dealers. Using an intuitive 1-2-3 step process, Proposals 123 offers the ability to produce custom in minutes as opposed to what would typically take hours. The tool is designed to help Office Products dealers got to market more effectively by providing competitive pricing to their prospects. Proposals 123 supports data from S.P. Richards, United Stationers and various other office, technology, school & medical supply wholesalers.

How does QC work?

• Step1: Click on QC module
• Step2: Click on “Enter New Quote”
• Step3: Enter the “Quote Name”
• Step4: Click on “Create” button

User can view the “Quote name “at the left top corner. A unique number is generated for each quote.

How to add items to the quote?

• Step1: Go to items menu
• Step2: Click on “Add item to Quote”
• Step3: Enter the SKU#, vendor, quantity and other details as shown in the screen.
• Step4: Click on “Add Item” button
• Step5: Click on “Save” button

How to add items to the quote?

• Step1: Go to items menu
• Step2: Click on “Add item to Quote”
• Step3: Enter the SKU#, vendor, quantity and other details as shown in the screen.
• Step4: Click on “Add Item” button
• Step5: Click on “Save” button

• Step1: Go to items menu
• Step2: Click on “Import items”
• Step3: As shown in the screen below, there are 2 ways to import items

The file format should be as per the columns mentioned in the images. The “*” sign indicates that the columns are mandatory.

Click on browse - > Select the file -> Click on “upload file” button
- - OR - -
Select the Competitor - > Browse the file - > Click on “Upload File” button.

• Step4: Click on “Save” button

Note: The file should be in .CSV format.

How to delete items

• Step1: Select the Items
• Step2: Go to items menu
• Step3: Click on “Delete Items”
• Step4: Click on “Save” button

How to price selected items by calculation

• Step1: Select the items to be priced
• Step2: Go to “Pricing menu”
• Step3: Click on Enter a calculation rule
• Step4: Select the type and enter the desired % for GPM/list price/cost/competitor price.
• Step5: Click on “Price Selected Items” button.
• Step6: Click on “Save” button

The system will perform calculations for selected type and the result is displayed in listing.

How to price selected items by calculation

• Step1: Select the items to be priced
• Step2: Go to “Pricing menu”
• Step3: Click on Enter a calculation rule
• Step4: Select the type and enter the desired % for GPM/list price/cost/competitor price.
• Step5: Click on “Price Selected Items” button.
• Step6: Click on “Save” button

The system will perform calculations for selected type and the result is displayed in listing.

The legends on the left will keep changing as the calculations will be performed. As shown in screen, the legend shows “M” which means Manual. After the calculations are performed they change accordingly

“C” indicates calculated. The legends will be explained further.

How to price selected items by publications

• Step1: Select the items
• Step2: Go to pricing menu
• Step3: Click on “Select Publication”
• Step4: Select vendor from the pull down
• Step5: Select publication from the pull down (the publication are displayed with respect to the vendor selected)
• Step6: Click on “Price Selected Items” button
• Step7: Click on “Save” button

How to price selected items by publications

• Step1: Select the items
• Step2: Go to pricing menu
• Step3: Click on “Select Publication”
• Step4: Select vendor from the pull down
• Step5: Select publication from the pull down (the publication are displayed with respect to the vendor selected)
• Step6: Click on “Price Selected Items” button
• Step7: Click on “Save” button

How to price selected items by contract

• Step1: Select the items
• Step2: Go to “Pricing Menu”
• Step3: Click on “Select Contract”
• Step4: Select the contract type from the pull down
• Step5: Click on “Price Selected Items” button
• Step6: Click on “Save” button

How to price selected items by contract

• Step1: Select the items
• Step2: Go to “Pricing Menu”
• Step3: Click on “Select Contract”
• Step4: Select the contract type from the pull down
• Step5: Click on “Price Selected Items” button
• Step6: Click on “Save” button

“C” in red indicates contract.

• Step1: Select the items
• Step2: Click on “Vendors”
• Step3: Select vendor from the pull down
• Step4: Click on “Add more” button to add more vendors
• Step5: Click on “Save” button

The system calculates the cost/price accordingly

“C” in red indicates contract.

• Step1: Select the items
• Step2: Click on “Vendors”
• Step3: Select vendor from the pull down
• Step4: Click on “Add more” button to add more vendors
• Step5: Click on “Save” button

The system calculates the cost/price accordingly

How to change the competitor for selected items

• Step1: Select the items
• Step2: Click on “Competitor menu”
• Step3: Select competitor from the pull down
• Step4: Click on “Add more” button to add more competitor
• Step5: Click on “Change competitor” button
• Step6: Click on “Save” button

The systems calculate the competitors price on the fly.

How to view the quote as a PDF

• Step1: Save the Quote
• Step2: Go to “Format Doc”
• Step3: Click on “Preview”

A PDF will open up. Where u can view the quote. You can edit the quote and review it.

How to view the quote as a PDF

• Step1: Save the Quote
• Step2: Go to “Format Doc”
• Step3: Click on “Preview”

A PDF will open up. Where u can view the quote. You can edit the quote and review it.