1 Getting started & the workspace
Log in and find your way around.
Sign in at the SpeedQuote address with your work account. The screen has three areas: the quote builder down the middle, the HaaS Financing & Quote Totals rail on the right, and the toolbar with Add Item, Heading, Browse Catalogue, Versions, Save Quote, Output and Convert to Order.
Each line shows the pricing columns — Cost, Price and Profit in an internal (sales) session, or Buy, Sell and Margin in a partner session — the line Total, and the Billing method. A Before sending banner at the top lists anything still missing (such as a client name or quote number) before the quote can go out. Your proposals carry your own branding and logo, so what you build here is what the customer sees.
2 Starting a new quote
Set up the header before you add products.
Fill in the essentials first: Quote #, Date, the name field, User Seats, Contract Term and the Quote Template (choose Samsung DaaS for a leased-device quote).
The name field's label follows the Quote Audience you pick in the Samsung DaaS config (see section 3): it reads Customer Name when you're quoting the end customer, or Channel Partner Name when you're quoting a channel partner. Whatever you type here is the party named on the agreement.
Secondary details — Service Commencement, Registered Address and Company Reg. No. — live under the ＋ Client & contract details drop-down, so they're there when you need them and tucked away when you don't. The address label follows the same audience choice. If a partner is co-branding the proposal, enter their name in Channel Partner.
3 Samsung DaaS configuration & quote audience
The settings that drive the lease — and who you're quoting.
Rate Coverage confirms every hardware line has a finance rate (you'll see "✓ All lines rated"). Each line carries its own rate, shown as a small badge like £32.35/£1000 · 36mo. If a line is missing a rate it's flagged on that line.
True Channel Margin is the percentage the next tier earns on the deal. It's applied to each line to reach the lease base, so raising it increases the customer's monthly and the partner's cut — it is not Kuiper's own margin.
Quote Audience — who the quote is for
A Quote Audience switch lets you choose between two modes:
- Quote to Customer — the usual end-customer quote. The True Channel Margin is added on top, the split is shown, and the customer is named on the quote and agreement.
- Quote to Channel Partner — a simpler quote for the channel partner themselves. No channel margin is added (so there's no split to work out), the channel-margin field is hidden, and the name/address fields and the agreement name the channel partner instead of an end customer.
It's the same underlying quote and the same agreement either way — the switch just changes who it's addressed to and whether a channel margin is applied.
4 Adding products
Three ways to build out the quote.
- Browse Catalogue — the main way to add products; search and pick from the live catalogue.
- ＋ Add Item — drop in a one-off custom line you type yourself.
- ＋ Heading — add a section header to group lines on the proposal.
- Suggested add-ons — when a product has recommended extras, you'll see 💡 + [name] pills under that line. Click one to attach it to that specific line.
5 Working with line items
Quantities, pricing, and the bid-pricing route.
Set the Qty and adjust the Price (sell) directly. On a Samsung DaaS quote the Billing column shows 💰 Financed — every line is leased, so there's nothing to choose there. On a non-DaaS template the Billing column is instead a small Cap / Mthly toggle: tap it to move a line between capital (one-off) and monthly billing. The active side is highlighted, so you can always see at a glance how a line is billed without opening anything.
Bid pricing — changing the buy cost
Cost (Buy) starts locked. To enter a special buy price, click the 🏷 Bid pricing button on the line. That unlocks the cost field so you can type your figure — and because it's below standard pricing, the quote is sent for manager approval before it can go out. The line shows a 🏷 BID — NEEDS APPROVAL badge until it's signed off.
Bid pricing is available on any line except support packages (those are catalogue-priced — see section 7).
6 Optional add-ons & warranties
Extras that ride alongside a hardware line.
When you add a suggested add-on (e.g. an extended warranty), it attaches under its parent line as a 🔗 BUNDLED ×qty item. Its quantity tracks the parent automatically, and on a DaaS quote it's financed alongside the hardware (it shows HAAS FINANCED).
If you've negotiated a special price on an add-on, just type the new cost or price on it — it's flagged 🏷 BID PRICE and held at your figure (it won't revert to the catalogue price). Use the ↺ reset link to return it to catalogue pricing.
7 Support packages & recurring services
What's locked, and what isn't.
Support packages are the only lines that are locked (🔒). Their cost and price are catalogue-priced and can't be changed on the quote — they re-price themselves on every recalculation, and a badge such as AUTO-SYNC: 10 DEVICES shows the quantity tracking the devices on the quote.
A recurring monthly service is financed as part of the agreement: its value is the monthly charge × the term, rolled into the lease. You'll see a badge like ↻ £6.50/mo × 36mo financed so the origin is clear. Unlike a support package, a recurring service can be bid-priced like any other line if you need to.
8 Reading the financing panel
What every number on the right means.
HaaS Financing
- Upfront Deposit % — slide to take part of the value as an upfront payment instead of financing it.
- Equipment Value (sell) — the total sell price of all lines.
- Channel Margin (X%) — the partner tier's cut, added on top. This is theirs, not ours. In Quote to Channel Partner mode this is £0 and the row disappears.
- Total Capital Scope → Client Pays Upfront → Amount Financed — the value, less any deposit, that ends up on the lease.
- Interest Rate (APR) — driven by the template's finance rate (shows "Template").
- Total Amount Payable and New Monthly Lease — what the customer actually pays.
- Per-line breakdown — the monthly lease split line by line.
Quote Totals
- Monthly Services / Capital Costs — the recurring and one-off totals (ex- and inc-VAT).
- Term Discount Applied — shows "Yes" when the template's term discount is in play.
- Total Contract Value and Gross — the deal value over the term, ex- and inc-VAT.
- Term Margin (Actual) — the margin across the whole term.
- Our Margin (after channel + finance) — what Kuiper keeps once the channel partner's cut and the finance interest are stripped out.
9 Saving, versions & approvals
Keeping a history and getting sign-off.
Save Quote stores your work; Versions lets you look back at earlier saves.
If a quote's margin falls below the company floor, a Margin Below Floor prompt appears. It shows your proposed margin against the floor and asks for a Reason for Discount (e.g. strategic win, competitive pressure, volume rebate) before you can Submit for Approval. Using 🏷 Bid pricing on a line also routes the quote for approval. Once submitted, the quote sits as ⏳ PENDING APPROVAL until a manager signs it off — you can't send it to the client before then.
10 Outputs & proposals
Turning a quote into something the client sees.
The Output menu starts with two quick ways to share the live proposal: 🔗 Copy proposal link copies the customer's web-proposal URL to your clipboard ready to paste into an email, and 👁 Preview proposal opens that same link in a new tab so you can see exactly what the customer will see. If the quote hasn't been saved yet, both will save it first to generate the link.
Below those, the menu gives you Print (Simple or Full) and PDF (Simple or Full) — the PDF options download a finished file straight to your computer — plus Copy for Email, a Hide part codes on this quote switch (suppresses SKUs on the customer-facing proposal), and the Full Proposal Sections toggles: Cover Page, About Us, Scope of Works, Quotation Grid, Tier Matrix, ROI Chart, Managed Services Agreement (MSA) and Internal BOM. Tick the sections you want included.
When the quote is agreed, Convert to Order produces the order pack and, where the template includes it, the Managed Services Agreement for signature.
11 Sharing the proposal with your customer
What the customer receives, and how to send it.
The proposal link opens a live, branded web page the customer can read in their browser — no PDF or download needed. It carries your branding (or the channel partner's, when co-branded), shows the agreed pricing, and lets the customer review and, where the template includes a Managed Services Agreement, sign it online.
To send it: open the Output menu and choose 🔗 Copy proposal link, then paste the link into your email to the customer. Use 👁 Preview proposal first if you want to check it looks right before sending — it opens the exact customer view in a new tab. The link stays valid as you make changes; the customer always sees the latest saved version, so you don't need to resend it after an edit.
The customer's view walks them through the proposal, the terms, any finance/credit details, and on to acceptance. Once they sign, the status updates back in the tool so you can track it in the Quote Tracker.
