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Scenario 1
Edit an existing user
By size: Small – Medium – Large – Extra Large
Microsoft
Volume
Licensing

User management

Orders

Agreements

Downloads and keys
Microsoft
Volume
Licensing

User management

Orders

Agreements

Downloads and keys
Unless there are more
than one agreements
with an odd number of
accounts

User management

Showing
1 Agreement with
6 Accounts
• Explicitly displays up to 6
Agreements and Accounts
• Quick access to view all
users
• Can be filtered to specific
Agreement and Account

Orders

Agreements

Downloads and keys

View users

ADD USER
Agreement 123456
Account 727272
Account 637364
727272

AGREEMENT

Account 727272
Account 837323
727272

Account 638373

All users

Account 987654

ACCOUNT

FIRST NAME

LAST NAME

EMAIL ADDRESS

ROLE

637364

John

Abcodella

jabcodella@contoso.com

Administrator

638373

John

Abcodella

jabcodella@contoso.com

Administrator

837323

John

Abcodella

jabcodella@contoso.com

Administrator

987654

John

Abcodella

jabcodella@contoso.com

Administrator

123456

ACTIONS
User management

Showing
1 Agreement with
2 Accounts
• Explicitly displays all
Agreements and Accounts
• Quick access to view users
across all accounts
• Can be filtered by specific
Agreement and Account

Orders

Agreements

Downloads and keys

View users

ADD USER
Agreement 123456
Account 637364

All users

AGREEMENT

Agreement 654321
Account 727272

ACCOUNT

FIRST NAME

LAST NAME

EMAIL ADDRESS

ROLE

637364

John

Abcodella

jabcodella@contoso.com

Administrator

637364

Marie

Rodgers

mrodger@contoso.com

Downloads

727272

John

Abcodella

jabcodella@contoso.com

Administrator

727272

Marie

Rodgers

mrodger@contoso.com

Downloads

123456

654321

ACTIONS
Unless there are more
than one agreements
with an odd number of
accounts

User management

Showing
2 Agreements with
multiple Accounts
• Explicitly displays up to 7
Agreements and Accounts
• Quick access to view all
users
• Can be filtered by specific
Agreement and Account

Orders

Agreements

Downloads and keys

View users

ADD USER
Agreement 123456

Agreement 654321

Account 727272
Account 637364
727272

AGREEMENT

Account 837323
Account 727272
727272

Account 727272
Account 838473
727272

Account 638373

All users

Account 987654

Account 987234

ACCOUNT

FIRST NAME

LAST NAME

EMAIL ADDRESS

ROLE

637364

John

Abcodella

jabcodella@contoso.com

Administrator

637364

Marie

Rodgers

mrodger@contoso.com

Downloads

638373

John

Abcodella

jabcodella@contoso.com

Administrator

837323

John

Abcodella

jabcodella@contoso.com

Administrator

987654

John

Abcodella

jabcodella@contoso.com

Administrator

838473

John

Abcodella

jabcodella@contoso.com

Administrator

987234

John

Abcodella

jabcodella@contoso.com

Administrator

123456

654321

ACTIONS
Unless there are more
than one agreements
with an odd number of
accounts

User management

Showing
2 Agreements with
multiple Accounts
• Explicitly displays up to 7
Agreements and Accounts
• Quick access to view all
users
• Can be filtered by specific
Agreement and Account

Orders

Agreements

Downloads and keys

View users

ADD USER
Agreement 123456

Agreement 654321

Account 727272
Account 637364
727272

AGREEMENT

Account 727272
Account 837323
727272

Account 727272
Account 838473
727272

Account 638373

All users

Account 987654

Account 987234

ACCOUNT

FIRST NAME

LAST NAME

EMAIL ADDRESS

ROLE

637364

John

Abcodella

jabcodella@contoso.com

Administrator

637364

Marie

Rodgers

mrodger@contoso.com

Downloads

638373

John

Abcodella

jabcodella@contoso.com

Administrator

837323

John

Abcodella

jabcodella@contoso.com

Administrator

987654

John

Abcodella

jabcodella@contoso.com

Administrator

838473

John

Abcodella

jabcodella@contoso.com

Administrator

987234

John

Abcodella

jabcodella@contoso.com

Administrator

123456

654321

ACTIONS
Scenario 2
Edit an existing user
By size: Small – Medium – Large – Extra Large
Microsoft
Volume
Licensing

User management

Orders

Agreements

Downloads and keys
User management

Orders

Agreements

Downloads and keys

View users
Agreement 123456
All users

Agreement 234567

Account 654321

Account 654321

Account 838261

Account 727272

Account 838273

Account 983322

Account 845678

Account 845678

Account 987654

Account 987654
User management

Orders

Agreements

Downloads and keys

View users
AGREEMENT

ACCOUNT

FIRST NAME

LAST NAME

EMAIL ADDRESS

ROLE

654321

John

Abcodella

jabcodella@contoso.com

Administrator

654321

Marie

Rodgers

mrodger@contoso.com

Downloads

727272

John

Abcodella

jabcodella@contoso.com

Administrator

123456

John

Abcodella

jabcodella@contoso.com

Administrator

246743

John

Abcodella

jabcodella@contoso.com

Administrator

345678

John

Abcodella

jabcodella@contoso.com

Administrator

456789

John

Abcodella

jabcodella@contoso.com

Administrator

567890

John

Abcodella

jabcodella@contoso.com

Administrator

676543

John

Abcodella

jabcodella@contoso.com

Administrator

798787

John

Abcodella

jabcodella@contoso.com

Administrator

807685

John

Abcodella

jabcodella@contoso.com

Administrator

123456

234567

ACTIONS
User management

Orders

Agreements

Downloads and keys

View users
Agreement 234567
All users

Agreement 234568

Agreement 345678

Account 654321

Account 838261

Account 654321

Account 838273

Account 983322

Account 789987

Account 845678

Account 987654

Account 876543
User management

Orders

Agreements

Downloads and keys

View Users
Agreement 234567

Agreement 234568

Agreement 345678

Account 654321
Account 727272

Account 654321
Account 883873
Account 845678
Account 987654

Account 654321
Account 727272

Agreement 234568

Agreement 234567

Agreement 234568

Agreement 345678

Account 654321
Account 883873
Account 845678
Account 987654

Account 654321
Account 727272

Account 654321
Account 883873
Account 845678
Account 987654
Account 654321
Account 883873
Account 845678
Account 654321
Account 883873
Account 845678
Account 987654
Account 845678
Account 987654

Account 654321
Account 727272

All users
User management

Orders

Agreements

Downloads and keys

View Users
Agreement 234567
All users

Agreement 234568

Agreement 345678

Account 654321
Account 727272

Account 654321
Account 883873
Account 845678
Account 987654

Account 654321
Account 727272

Agreement 234568

Agreement 345678

Account 654321
Account 883873
Account 845678
Account 987654

Account 654321
Account 727272

Agreement 234567

Account 654321
Account 727272

Agreement 234568
Account 654321
Account 883873
Account 845678
Account 987654
Account 654321
Account 883873
Account 845678
Account 654321
Account 883873
Account 845678
Account 987654
Account 845678
Account 987654

Agreement 345678
Account 654321
Account 727272
User management

Orders

Agreements

Downloads and keys

View users
Agreement 123456
Account 654321

Agreement 123456
Account 727272

AGREEMENT

ACCOUNT

FIRST NAME

LAST NAME

EMAIL ADDRESS

ROLE

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

ACTIONS
Unless there are more
than one agreements
with an odd number of
accounts

User management

Orders

Agreements

Downloads and keys

View users

ADD USER
Agreement 123456
Account 727272
Account 727272

Account 727272
Account 837323
727272

Account 838473

Account 637364

All users

Account 727321

Account 987234

AGREEMENT

ACCOUNT

FIRST NAME

LAST NAME

EMAIL ADDRESS

ROLE

123456

727272

John

Abcodella

jabcodella@contoso.com

Administrator

654321

838473

John

Abcodella

jabcodella@contoso.com

Administrator

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

123456

637364

John

Abcodella

jabcodella@contoso.com

Administrator

654321

838473

John

Abcodella

jabcodella@contoso.com

Administrator

654321

987234

John

Abcodella

jabcodella@contoso.com

Administrator

123456

727321

John

Abcodella

jabcodella@contoso.com

Administrator

ACTIONS
Scenario 3
Edit an existing user
By size: Small – Medium – Large – Extra Large
Microsoft
Volume
Licensing

User management

Orders

Agreements

Downloads and keys
User management

Orders

Agreements

Downloads and keys

View users
Search Agreements

Search Accounts
SEARCH

Recent agreements and accounts
Agreement 123456
Account 654321
Account 727272

Agreement 234567
Account 654321
Account 883873
Account 845678
Account 987654

Agreement 123456
Account 654321
Account 727272

Agreement 123456
Account 654321
Account 727272

Agreement 234567
Account 654321
Account 883873
Account 845678
Account 987654

Agreement 234567
Account 654321
Account 883873
Account 845678
Account 987654

Agreement 234567
Account 654321
Account 883873
Account 845678
Account 987654

Agreement 234567
Account 654321
Account 883873
Account 845678
Account 987654
Account 654321
Account 883873
Account 845678
Account 987654
Account 987654

Agreement 123456
Account 654321
Account 727272

Agreement 123456
Account 654321
Account 727272

Agreement 234568
Account 838261
Account 983322

Agreement 345678
Account 654321
Account 789987
Account 876543

Agreement 234568
Account 838261
Account 983322
User management

Orders

Agreements

Downloads and keys

View users
Agreement 123456
Account 654321

Agreement 123456
Account 727272

AGREEMENT

ACCOUNT

FIRST NAME

LAST NAME

EMAIL ADDRESS

ROLE

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

ACTIONS
Scenario 4
Edit an existing user
Open and Edit a user
User management

All users
Agreement 123456

Orders

Agreements

Agreement 123456
Account 727272

Downloads and keys

Agreement 123456
Account 727272

AGREEMENT

ACCOUNT

FIRST NAME

LAST NAME

EMAIL ADDRESS

ROLE

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

123456

654321

John

Abcodella

jabcodella@contoso.com

Administrator

ACTIONS
User management

Orders

Agreements

Downloads and keys

Edit user
Details

Permissions

Notifications

Reporting

Membership

Details
USER ID

francio

CONTACT EMAIL

francio@contoso.com

FIRST NAME

Fran

LAST NAME

Cointreau

COUNTRY

United States

LANGUAGE

English

AGREEMENT

ACCOUNT

123456
654321

X

654321

X

123456
654321

X

654321

X

654321

X
User management

Orders

Agreements

Downloads and keys

Edit user
Details

Permissions

Notifications

Reporting

Membership

Details
USER ID

francio

AGREEMENT

CONTACT EMAIL

francio@contoso.com

123456

FIRST NAME

Fran

LAST NAME

Cointreau

COUNTRY

United States

LANGUAGE

English

ACCOUNT

654321

X

654321

X

123456
654321

X

654321

X

654321

X
User management

Orders

Agreements

Downloads and keys

Edit user
Details

Permissions

Notifications

Reporting

Permissions
AGREEMENT

ACCOUNT

PERMISSION 1

PERMISSION 2

X

X

PERMISSION 3

PERMISSION 4

PERMISSION 5

X

X

123456
654321
654321

X

123456
654321

X

654321

X

654321

X

X
User management

Orders

Agreements

Downloads and keys

Edit user
Details

Permissions

Notifications

Reporting

None

None

None

Membership

Details
USER ID

francio

AGREEMENT

CONTACT EMAIL

francio@contoso.com

123456

FIRST NAME

Fran

LAST NAME

Cointreau

COUNTRY

United States

LANGUAGE

English

ACCOUNT

654321

X

654321

X

123456
654321

X

654321

X

654321

X
Microsoft Licensing Center
Sections
Sales Packages

User Name

Approvals

Accounts

Pending

Approved

4
Quotes

Opportunities

2

Rejected

1

Processed
Microsoft Licensing Center
Sections
Sales Packages

User Name

Approvals

Accounts

Pending

Approved

4
Quotes

Opportunities

2

Rejected

1

Processed
Quotes
Draft

Pending

Rejected

Approved

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Quotes
Draft

Pending

Rejected

Approved

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
Quotes
Draft

Pending

Rejected

Approved

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432
Contoso, LLC
$ 14,978,500.00

Sort

Filter

New
Category

List
View

Map
View

New
Quote
Quotes
Draft

Pending

Rejected

Approved

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432
Contoso, LLC
$ 14,978,500.00

Sort

Filter

New
Category

List
View

Map
View

New
Quote
Quotes
Draft

Pending

Rejected

Approved

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

New Quote

Contoso, LLC
$ 14,978,500.00

Sort

Quote ID 98765432

Quote ID 98765432

Filter

New
Category

List
View

Map
View

New
Quote
Quotes
Draft

Pending

Rejected

Approved

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

New Quote

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432
Quotes
Draft

Pending

Rejected

Approved

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

New Quote

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432
Quotes
Draft

Pending

Rejected

Approved

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

New Quote

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432
Quotes
Draft

Pending

Rejected

Approved

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432

Quote ID 98765432

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

Contoso, LLC
$ 14,978,500.00

New Quote
Quote ID 98765432
Quote ID 98765432
Contoso, LLC
$ 14,978,500.00

New Quote
Quote ID 98765432
Quote ID 98765432
Quote ID 98765432
New Quote
Contoso, LLC
Contoso, LLC
$ 14,978,500.00
$ 14,978,500.00
Quote ID 98765432
Quote ID 98765432

New Quote

Contoso, LLC
$ 14,978,500.00

Quote ID 98765432

Quote ID 98765432
Contoso, LLC
$ 14,978,500.00
New Quote
General Properties

Customer

Quote ID
Status

98765432
Draft

Price Level
Customer Type
Pricing Country

A
Corporate
United
States

Items

Concessions

Participants

None

None

None

None
New Quote
General Properties

Customer

Quote ID
Status

98765432
Draft

Price Level
Customer Type
Pricing Country

Items

Concessions

Participants

None

None

None

None

A
Corporate
United
States

Notes

General Properties
QUOTE NAME

STATUS

New Quote

Draft

PRICE LEVEL
A

CUSTOMER TYPE
Draft

Begin typing here to add a note

PRICING COUNTRY
United States
New Quote
General Properties

Customer

Quote ID
Status

98765432
Draft

Price Level
Customer Type
Pricing Country

A
Corporate
United
States

Customer
ADD CUSTOMER

Items

Concessions

Participants

None

None

None

None
New Quote
General Properties

Customer

Quote ID
Status

98765432
Draft

Price Level
Customer Type
Pricing Country

Items

Concessions

Participants

None

None

None

None

A
Corporate
United
States

Customer
PAR
New Quote

PRICE LEVEL
A

COMPANY NAME
Draft

CUSTOMER TYPE
Draft

PRICING COUNTRY
United States
Summary
Quote Status
Quote Type
Subtotal
Offer
Estimated Offer Start

Draft
Renewal
$ 14,978.00
Transactional
Committed
2015-08-01

Price Level

Notes
Begin typing here to add a note
Wednesday, October 12, 2014

This customer was really nice.
Wednesday, October 10, 2014

Suggested a 3 yr warranty and antivirus – Opty
777652.

A
End

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User management v1.3 (Microsoft 2012)

  • 1. Scenario 1 Edit an existing user By size: Small – Medium – Large – Extra Large
  • 2.
  • 3.
  • 6. Unless there are more than one agreements with an odd number of accounts User management Showing 1 Agreement with 6 Accounts • Explicitly displays up to 6 Agreements and Accounts • Quick access to view all users • Can be filtered to specific Agreement and Account Orders Agreements Downloads and keys View users ADD USER Agreement 123456 Account 727272 Account 637364 727272 AGREEMENT Account 727272 Account 837323 727272 Account 638373 All users Account 987654 ACCOUNT FIRST NAME LAST NAME EMAIL ADDRESS ROLE 637364 John Abcodella jabcodella@contoso.com Administrator 638373 John Abcodella jabcodella@contoso.com Administrator 837323 John Abcodella jabcodella@contoso.com Administrator 987654 John Abcodella jabcodella@contoso.com Administrator 123456 ACTIONS
  • 7. User management Showing 1 Agreement with 2 Accounts • Explicitly displays all Agreements and Accounts • Quick access to view users across all accounts • Can be filtered by specific Agreement and Account Orders Agreements Downloads and keys View users ADD USER Agreement 123456 Account 637364 All users AGREEMENT Agreement 654321 Account 727272 ACCOUNT FIRST NAME LAST NAME EMAIL ADDRESS ROLE 637364 John Abcodella jabcodella@contoso.com Administrator 637364 Marie Rodgers mrodger@contoso.com Downloads 727272 John Abcodella jabcodella@contoso.com Administrator 727272 Marie Rodgers mrodger@contoso.com Downloads 123456 654321 ACTIONS
  • 8. Unless there are more than one agreements with an odd number of accounts User management Showing 2 Agreements with multiple Accounts • Explicitly displays up to 7 Agreements and Accounts • Quick access to view all users • Can be filtered by specific Agreement and Account Orders Agreements Downloads and keys View users ADD USER Agreement 123456 Agreement 654321 Account 727272 Account 637364 727272 AGREEMENT Account 837323 Account 727272 727272 Account 727272 Account 838473 727272 Account 638373 All users Account 987654 Account 987234 ACCOUNT FIRST NAME LAST NAME EMAIL ADDRESS ROLE 637364 John Abcodella jabcodella@contoso.com Administrator 637364 Marie Rodgers mrodger@contoso.com Downloads 638373 John Abcodella jabcodella@contoso.com Administrator 837323 John Abcodella jabcodella@contoso.com Administrator 987654 John Abcodella jabcodella@contoso.com Administrator 838473 John Abcodella jabcodella@contoso.com Administrator 987234 John Abcodella jabcodella@contoso.com Administrator 123456 654321 ACTIONS
  • 9. Unless there are more than one agreements with an odd number of accounts User management Showing 2 Agreements with multiple Accounts • Explicitly displays up to 7 Agreements and Accounts • Quick access to view all users • Can be filtered by specific Agreement and Account Orders Agreements Downloads and keys View users ADD USER Agreement 123456 Agreement 654321 Account 727272 Account 637364 727272 AGREEMENT Account 727272 Account 837323 727272 Account 727272 Account 838473 727272 Account 638373 All users Account 987654 Account 987234 ACCOUNT FIRST NAME LAST NAME EMAIL ADDRESS ROLE 637364 John Abcodella jabcodella@contoso.com Administrator 637364 Marie Rodgers mrodger@contoso.com Downloads 638373 John Abcodella jabcodella@contoso.com Administrator 837323 John Abcodella jabcodella@contoso.com Administrator 987654 John Abcodella jabcodella@contoso.com Administrator 838473 John Abcodella jabcodella@contoso.com Administrator 987234 John Abcodella jabcodella@contoso.com Administrator 123456 654321 ACTIONS
  • 10. Scenario 2 Edit an existing user By size: Small – Medium – Large – Extra Large
  • 12.
  • 13. User management Orders Agreements Downloads and keys View users Agreement 123456 All users Agreement 234567 Account 654321 Account 654321 Account 838261 Account 727272 Account 838273 Account 983322 Account 845678 Account 845678 Account 987654 Account 987654
  • 14. User management Orders Agreements Downloads and keys View users AGREEMENT ACCOUNT FIRST NAME LAST NAME EMAIL ADDRESS ROLE 654321 John Abcodella jabcodella@contoso.com Administrator 654321 Marie Rodgers mrodger@contoso.com Downloads 727272 John Abcodella jabcodella@contoso.com Administrator 123456 John Abcodella jabcodella@contoso.com Administrator 246743 John Abcodella jabcodella@contoso.com Administrator 345678 John Abcodella jabcodella@contoso.com Administrator 456789 John Abcodella jabcodella@contoso.com Administrator 567890 John Abcodella jabcodella@contoso.com Administrator 676543 John Abcodella jabcodella@contoso.com Administrator 798787 John Abcodella jabcodella@contoso.com Administrator 807685 John Abcodella jabcodella@contoso.com Administrator 123456 234567 ACTIONS
  • 15. User management Orders Agreements Downloads and keys View users Agreement 234567 All users Agreement 234568 Agreement 345678 Account 654321 Account 838261 Account 654321 Account 838273 Account 983322 Account 789987 Account 845678 Account 987654 Account 876543
  • 16. User management Orders Agreements Downloads and keys View Users Agreement 234567 Agreement 234568 Agreement 345678 Account 654321 Account 727272 Account 654321 Account 883873 Account 845678 Account 987654 Account 654321 Account 727272 Agreement 234568 Agreement 234567 Agreement 234568 Agreement 345678 Account 654321 Account 883873 Account 845678 Account 987654 Account 654321 Account 727272 Account 654321 Account 883873 Account 845678 Account 987654 Account 654321 Account 883873 Account 845678 Account 654321 Account 883873 Account 845678 Account 987654 Account 845678 Account 987654 Account 654321 Account 727272 All users
  • 17. User management Orders Agreements Downloads and keys View Users Agreement 234567 All users Agreement 234568 Agreement 345678 Account 654321 Account 727272 Account 654321 Account 883873 Account 845678 Account 987654 Account 654321 Account 727272 Agreement 234568 Agreement 345678 Account 654321 Account 883873 Account 845678 Account 987654 Account 654321 Account 727272 Agreement 234567 Account 654321 Account 727272 Agreement 234568 Account 654321 Account 883873 Account 845678 Account 987654 Account 654321 Account 883873 Account 845678 Account 654321 Account 883873 Account 845678 Account 987654 Account 845678 Account 987654 Agreement 345678 Account 654321 Account 727272
  • 18. User management Orders Agreements Downloads and keys View users Agreement 123456 Account 654321 Agreement 123456 Account 727272 AGREEMENT ACCOUNT FIRST NAME LAST NAME EMAIL ADDRESS ROLE 123456 654321 John Abcodella jabcodella@contoso.com Administrator 123456 654321 John Abcodella jabcodella@contoso.com Administrator 123456 654321 John Abcodella jabcodella@contoso.com Administrator 123456 654321 John Abcodella jabcodella@contoso.com Administrator 123456 654321 John Abcodella jabcodella@contoso.com Administrator 123456 654321 John Abcodella jabcodella@contoso.com Administrator 123456 654321 John Abcodella jabcodella@contoso.com Administrator ACTIONS
  • 19. Unless there are more than one agreements with an odd number of accounts User management Orders Agreements Downloads and keys View users ADD USER Agreement 123456 Account 727272 Account 727272 Account 727272 Account 837323 727272 Account 838473 Account 637364 All users Account 727321 Account 987234 AGREEMENT ACCOUNT FIRST NAME LAST NAME EMAIL ADDRESS ROLE 123456 727272 John Abcodella jabcodella@contoso.com Administrator 654321 838473 John Abcodella jabcodella@contoso.com Administrator 123456 654321 John Abcodella jabcodella@contoso.com Administrator 123456 637364 John Abcodella jabcodella@contoso.com Administrator 654321 838473 John Abcodella jabcodella@contoso.com Administrator 654321 987234 John Abcodella jabcodella@contoso.com Administrator 123456 727321 John Abcodella jabcodella@contoso.com Administrator ACTIONS
  • 20. Scenario 3 Edit an existing user By size: Small – Medium – Large – Extra Large
  • 21.
  • 23. User management Orders Agreements Downloads and keys View users Search Agreements Search Accounts SEARCH Recent agreements and accounts Agreement 123456 Account 654321 Account 727272 Agreement 234567 Account 654321 Account 883873 Account 845678 Account 987654 Agreement 123456 Account 654321 Account 727272 Agreement 123456 Account 654321 Account 727272 Agreement 234567 Account 654321 Account 883873 Account 845678 Account 987654 Agreement 234567 Account 654321 Account 883873 Account 845678 Account 987654 Agreement 234567 Account 654321 Account 883873 Account 845678 Account 987654 Agreement 234567 Account 654321 Account 883873 Account 845678 Account 987654 Account 654321 Account 883873 Account 845678 Account 987654 Account 987654 Agreement 123456 Account 654321 Account 727272 Agreement 123456 Account 654321 Account 727272 Agreement 234568 Account 838261 Account 983322 Agreement 345678 Account 654321 Account 789987 Account 876543 Agreement 234568 Account 838261 Account 983322
  • 24. User management Orders Agreements Downloads and keys View users Agreement 123456 Account 654321 Agreement 123456 Account 727272 AGREEMENT ACCOUNT FIRST NAME LAST NAME EMAIL ADDRESS ROLE 123456 654321 John Abcodella jabcodella@contoso.com Administrator 123456 654321 John Abcodella jabcodella@contoso.com Administrator 123456 654321 John Abcodella jabcodella@contoso.com Administrator 123456 654321 John Abcodella jabcodella@contoso.com Administrator 123456 654321 John Abcodella jabcodella@contoso.com Administrator 123456 654321 John Abcodella jabcodella@contoso.com Administrator 123456 654321 John Abcodella jabcodella@contoso.com Administrator ACTIONS
  • 25. Scenario 4 Edit an existing user Open and Edit a user
  • 26. User management All users Agreement 123456 Orders Agreements Agreement 123456 Account 727272 Downloads and keys Agreement 123456 Account 727272 AGREEMENT ACCOUNT FIRST NAME LAST NAME EMAIL ADDRESS ROLE 123456 654321 John Abcodella jabcodella@contoso.com Administrator 123456 654321 John Abcodella jabcodella@contoso.com Administrator 123456 654321 John Abcodella jabcodella@contoso.com Administrator 123456 654321 John Abcodella jabcodella@contoso.com Administrator 123456 654321 John Abcodella jabcodella@contoso.com Administrator 123456 654321 John Abcodella jabcodella@contoso.com Administrator 123456 654321 John Abcodella jabcodella@contoso.com Administrator ACTIONS
  • 27. User management Orders Agreements Downloads and keys Edit user Details Permissions Notifications Reporting Membership Details USER ID francio CONTACT EMAIL francio@contoso.com FIRST NAME Fran LAST NAME Cointreau COUNTRY United States LANGUAGE English AGREEMENT ACCOUNT 123456 654321 X 654321 X 123456 654321 X 654321 X 654321 X
  • 28. User management Orders Agreements Downloads and keys Edit user Details Permissions Notifications Reporting Membership Details USER ID francio AGREEMENT CONTACT EMAIL francio@contoso.com 123456 FIRST NAME Fran LAST NAME Cointreau COUNTRY United States LANGUAGE English ACCOUNT 654321 X 654321 X 123456 654321 X 654321 X 654321 X
  • 29. User management Orders Agreements Downloads and keys Edit user Details Permissions Notifications Reporting Permissions AGREEMENT ACCOUNT PERMISSION 1 PERMISSION 2 X X PERMISSION 3 PERMISSION 4 PERMISSION 5 X X 123456 654321 654321 X 123456 654321 X 654321 X 654321 X X
  • 30. User management Orders Agreements Downloads and keys Edit user Details Permissions Notifications Reporting None None None Membership Details USER ID francio AGREEMENT CONTACT EMAIL francio@contoso.com 123456 FIRST NAME Fran LAST NAME Cointreau COUNTRY United States LANGUAGE English ACCOUNT 654321 X 654321 X 123456 654321 X 654321 X 654321 X
  • 31. Microsoft Licensing Center Sections Sales Packages User Name Approvals Accounts Pending Approved 4 Quotes Opportunities 2 Rejected 1 Processed
  • 32. Microsoft Licensing Center Sections Sales Packages User Name Approvals Accounts Pending Approved 4 Quotes Opportunities 2 Rejected 1 Processed
  • 33. Quotes Draft Pending Rejected Approved Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Contoso, LLC $ 14,978,500.00
  • 34. Quotes Draft Pending Rejected Approved Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Contoso, LLC $ 14,978,500.00
  • 35. Quotes Draft Pending Rejected Approved Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Sort Filter New Category List View Map View New Quote
  • 36. Quotes Draft Pending Rejected Approved Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Sort Filter New Category List View Map View New Quote
  • 37. Quotes Draft Pending Rejected Approved Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 New Quote Contoso, LLC $ 14,978,500.00 Sort Quote ID 98765432 Quote ID 98765432 Filter New Category List View Map View New Quote
  • 38. Quotes Draft Pending Rejected Approved Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 New Quote Contoso, LLC $ 14,978,500.00 Quote ID 98765432
  • 39. Quotes Draft Pending Rejected Approved Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 New Quote Contoso, LLC $ 14,978,500.00 Quote ID 98765432
  • 40. Quotes Draft Pending Rejected Approved Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 New Quote Contoso, LLC $ 14,978,500.00 Quote ID 98765432
  • 41. Quotes Draft Pending Rejected Approved Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 Contoso, LLC $ 14,978,500.00 New Quote Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00 New Quote Quote ID 98765432 Quote ID 98765432 Quote ID 98765432 New Quote Contoso, LLC Contoso, LLC $ 14,978,500.00 $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 New Quote Contoso, LLC $ 14,978,500.00 Quote ID 98765432 Quote ID 98765432 Contoso, LLC $ 14,978,500.00
  • 42. New Quote General Properties Customer Quote ID Status 98765432 Draft Price Level Customer Type Pricing Country A Corporate United States Items Concessions Participants None None None None
  • 43. New Quote General Properties Customer Quote ID Status 98765432 Draft Price Level Customer Type Pricing Country Items Concessions Participants None None None None A Corporate United States Notes General Properties QUOTE NAME STATUS New Quote Draft PRICE LEVEL A CUSTOMER TYPE Draft Begin typing here to add a note PRICING COUNTRY United States
  • 44. New Quote General Properties Customer Quote ID Status 98765432 Draft Price Level Customer Type Pricing Country A Corporate United States Customer ADD CUSTOMER Items Concessions Participants None None None None
  • 45. New Quote General Properties Customer Quote ID Status 98765432 Draft Price Level Customer Type Pricing Country Items Concessions Participants None None None None A Corporate United States Customer PAR New Quote PRICE LEVEL A COMPANY NAME Draft CUSTOMER TYPE Draft PRICING COUNTRY United States
  • 46. Summary Quote Status Quote Type Subtotal Offer Estimated Offer Start Draft Renewal $ 14,978.00 Transactional Committed 2015-08-01 Price Level Notes Begin typing here to add a note Wednesday, October 12, 2014 This customer was really nice. Wednesday, October 10, 2014 Suggested a 3 yr warranty and antivirus – Opty 777652. A
  • 47. End