PDR Quick Reference Guide
for Cisco Partners
Partner
This Quick Reference Guide shows the PDR deal lifecycle
Partner
Create Deal
Customer/
Promotion
Partner
Place Orders
Quote
Qualify
Items/Discounts/
Buy Method
Approve
For some
promotions
1 PDR Log In / Create Deal
PDR URL: http://tools.cisco.com/PDR/home.do
- Cisco.com ID and password are required
- Ensure that you are associated with your company
at Partner Self Service http://www.cisco.com/go/pss
2 Who’s Involved Tab
Include information about the Partner, the End
Customer, and Cisco
3 About the Deal Tab
Include deal description details such as Intended
Use, Expected Closing Date, Expected List Price
Amounts, and Expected Technology Mix
4 Promotions Tab
View and select from promotions available to your
company based on certification, specialization,
authorization, geography, purchasing relationship,
and program enrollments
For deals that do not require Qualification, PDR will
automatically move you to Step 6 - Quote Tab.
(Qualification process is promotion / country specific)
Deal Status=Not Submitted
Partner: Submit Deal
Partner Deal Registration November 2008 release
Distribution Buy Method
(PDR sends quote detail)
And/Or
Cisco Buy Method
(with PDR Deal ID)
5 Review and Submit Tab for
Qualification
Qualification only required for some promotions
Review Deal Information
Click the Submit Deal for Qualification button
Deal Status=Qualification in Progress
Partner: No Action
Partner receives email notification from Cisco
Deal Status=Qualified, Rejected, or More Info Required
Partner: Create Quote or provide more information
6 Quote Tab
Create a Quote by manually adding SKUs or importing
a saved configuration and selecting a Buy Method
(Cisco or Distributor)
7 Apply Discounts
Click the Save and Continue button to view pricing
overview
8 Review and Submit Tab for
Approval
Deal Sharing
View and edit capability for PDR deals can be shared within
your company or with your Cisco contacts via their
Cisco.com ID. Share deals by clicking the Share link:
- Within a specific deal
- From the PDR Home Page to share multiple deals
Partners can revise their Approved Quotes
Partners can revise Quotes with both Cisco Direct and
Distribution Buy Methods.
To modify an Item, Qty, or Buy Method, the Partner clicks
the Edit Quote button from the Quote tab or the Review
and Submit tab. Revision steps are the same as steps to
enter Quote information
Note: Revising the deal will cause the status to become
Re-Opened and the Quote may need to be Re-Approved.
Shared Expiration Dates
When a PDR deal expires, the Distribution Authorization ID
(DART) expires on the same date, even for revised deals.
Ordering
An Email Approval notification indicates Partners are able
to place orders.
- Partners can place orders for distributor fulfilled lines
with the named distributor. Distributors and partners
receive an email notification with the Distribution
Authorization ID (DART)
- Partners can place orders for Cisco Direct lines in the
Cisco Ordering Tool using the PDR Deal ID
Be sure to place orders before the deal expires!
Training
For training and reference materials:
Click the Training link in PDR or
Go to: http://www.cisco.com/go/pdr-training
Review deal details and click the Submit Quote button
for Approval from Cisco
Deal Status=Approval in Progress
Partner: No Action
Partner receives email notification from Cisco
Deal Status=Approved, Rejected, or More Info Required
Partner: Place order, revise deal, or provide more info
Support
For assistance from Cisco, open a support case by clicking
the Help link in PDR, or go to: PDR Q&A
Email delivered to the Partner.
Action Required.
Additional PDR Information and Deal Statuses
PDR Partner Administrator
-Can edit deals created by those at the Partner company
-Has reporting visibility to all deals at the Partner company
Apply for this access in Partner Self Service (PSS)
www.cisco.com/go/pss
Standard Deal Statuses
Not Submitted
Reports from the PDR Home Page
Download List - Provides an immediate Excel list of deal
information (as shown on the home page)
Generate Report - Provides a detailed report with over fifty
columns of deal information (e-mail notification indicates the
report can be picked up from the My Reports link)
PDR Support Phone Numbers
-US / Canada: 1-800-GO-PDR
-APAC: Toll Free: +61 2 8446 7411
-Europe: Toll Free: +32 (0)800 9 42
-Latin America: +32(0)800 9 42
Partner Action
Submit Deal
Deal not submitted to Cisco for review
No Action
Cisco is reviewing the Deal
Submit Quote
Partner has until the expiry deadline to Submit the
Quote and Place the Order
Approval in Progress
No Action
Cisco is reviewing the Deal
Approved
Place Order
Partner has now finalized the configuration and is ready to
place order
Reopened
Re-submit Deal
Configuration revised by partner; resubmit for approval
Ordered
No Action
Orders are being placed against deal; all orders must be placed
before deal expires
Closed
No Action
All items on the Deal have been consumed; deal is no longer
active
More Information Required
Re-submit
Deal sent back to partner for edits/resubmission
Rejected
No Action
Deal has been rejected - no longer active
Expired
No Action
Deal is Expired - no longer active.
Qualified / Approved
Contact AM
The deal has been locked out for editing as the Cisco AM is
working with the deal
Qualification in Progress
*Qualification only required for
some promotions
Qualified
*Qualification only required for
some promotions
Other Statuses