Quote Tools

Select a tool to get started

ERP Import
Convert distributor quotes into a clean ERP-ready import file
Spec Sheet
Generate a branded customer-facing specification document
Offline Quote
Build a customer quote using the CDW quote template
Report Builder
Merge, transform and export bespoke reports from multiple data sources
1 - Upload quote file

Drop quote file here or click to browse

Dell CSV · Dell Quote XLSX · HP Config XLSX
Document details
Quote details
Customer details
Salesperson details
Line items
|
Report Builder
Sources
Columns
Rules

Drop files or click to browse

Excel · CSV · multiple OK
Merge mode
Aggregations (JOIN mode only)
Export views - sheets in master export
Header
Alt row
Font
Title
Source col
Quick filter:

Import data files to get started

No data