proposal estimator tool user guide
DESCRIPTION
Proposal Estimator Tool User Guide. Simple Security Access Control Solutions Proposal Estimator Tool User Guide. To find the tool through Partnerlink, choose:. Campaigns Simple Security Access Control. NOTICE Log-in options are different for Ingersoll Rand Employees and Channel Partners. - PowerPoint PPT PresentationTRANSCRIPT
![Page 1: Proposal Estimator Tool User Guide](https://reader035.vdocuments.us/reader035/viewer/2022062315/568161d9550346895dd1e2c5/html5/thumbnails/1.jpg)
Proposal Estimator Tool User Guide
Simple Security Access Control Solutions
Proposal Estimator Tool User Guide
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To find the tool through Partnerlink, choose:Campaigns
Simple Security Access Control
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NOTICE Log-in options are different for Ingersoll Rand Employees and
Channel Partners.
If you are an Ingersoll Rand employee:•You will have to register to use the tool and then log-in each time you want to use the tool.
If you are a Channel Partner:•When you become an Ingersoll Rand channel partner, you will be setup to use Partnerlink. Once you log-in to Partnerlink, you will be able to go directly into the tool without any additional log-ins.
•The difference in the log-in process for employees versus channel partners is due to Ingersoll Rand’s computer network and security.
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Network Log-in for Ingersoll Rand Employees Only
• You may receive a request to re-log-in to the network when you click on the link for the Proposal Estimator Tool.
• If you get the pop-up screen shown here, log-in using your network log-in.Username: CORP\<your username>Password: <your password>
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Estimator and Specification App
Getting Into The Tool
Ingersoll Rand employee first time use page.
Complete the requested information.
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Click “Login” after entering your information.
After you register, you will need to log in.
Logging In
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Choosing What You Want To Do
Click here to create a new proposal.
This link takes you to your previously created and saved proposals.
This link will allow you to enter your company information.
Choosing What You Want To Do
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Filling In Your Job’s Details
Fill in all pertinent job information.
NOTE: Once information is completed, choose “Next” to be taken to the
“Package Details” page.
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Filling In Your Job’s Details
Fill in all pertinent job information.
NOTE: Once information is completed, choose “Next” to be
taken to the “Package Details” page.
The home icon will always take you to the Estimator and Specification App choice page.
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Adding Discounts & Labor Rates
Fill in these amounts:• Discount you want to offer.
• The rate charge for your hourly labor.
Click the drop down box to choose the package type needed.As items are chosen, a list of choice options will appear below. Continue to the next screen to see the options for a Single HM Door.
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Adding The Items For
Your Proposal
You can add as many items from the drop down menu as you like.
These are the options for a Single HM Door.
Check the box(es) by the option(s) you want. Then click “Add to Cart”.
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Adding Additional Costs
Manually add additional costs for the job.
Select the service package if needed.
The number of hours will be automatically
added.
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This is the lower half of the previous page
where additional costs can be added.
Adding “Other” Costs
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The summary
page shows the
list of products you have selected.
NOTE: You can click here to view associated product documents.
You have completed the proposal. It’s that simple!You can now download and save the summary in a .pdf format or email it to your customer. If you would like to see and save the details, choose the “Detailed Summary” tab.
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Your detailed summary can also be saved as a .pdf file or emailed.
The detailed summary provides a complete product list of all products quoted and includes:• Catalog Number• Product Number• Unit Pricing• Discounted PricingThe detail is segmented by product.