How to create a Quote?

Appxite Updated by Appxite

Introduction

This article guides Seller Admins and Account Managers through the process of creating Quotes for Customers. It covers selecting the Organization, navigating the Product Catalog, configuring quote details, and sending quotes to recipients. The article emphasizes that quotes can be sent to invited users immediately without waiting for email acceptance, though users must accept their invitation before they can interact with the quote.

In this article:

NOTE! The new Quote can only be generated from the Shopping Cart. 

Select the Organization

Select the organization you prefer to send a quote to and log in on behalf of that Organization.

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Navigate to the Product Catalog

Navigate to the offer from the Product Catalog you would like to send a quote and proceed to the check-out.

Configure quote details

Select Create Quote, and a new window will be opened with the following options:

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Change the name

Change the name of the Quote if needed.

Choose recipients

Choose recipients who will receive this Quote. The chosen Organization must have at least one Customer or Customer Admin role in its user list.

The quote can be sent to the Customer as soon as their user is invited to the Platform - no need to wait for them to accept the invite via email.

If this dropdown is empty, there are either no users specifically for this Organization, or they don't have the Customer or Customer Admin role.

NOTE! The user who did not accept the invitation before will get a notification of the quote, but will not be able to accept or request changes. When a user clicks either of those buttons before having accepted the invite, they will see an error page that suggests accepting the invite to get access to this quote.

Select expiration period

Select how many days the Customer needs to accept this Quote.

Modify quote items

You can perform the following modifications to the quote items:

  • Remove offers
  • Change the quantity
  • Change the Tenant
  • Adjust Term Duration
  • Modify Billing Cycle
  • Adjust Markup

Add other offers

Add other offers to the current Quote.

Add comments

Add comments to the Quote to provide additional context or instructions.

Send the Quote to recipients

After configuring all quote details, you have the following options:

Delete Draft

A pop-up window appears upon clicking. Press Confirm to continue with deletion.

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Save changes

This option becomes active once email addresses are selected in Recipient. Use this to save your progress without sending the quote.

Send to customer

This option sends the quote to the selected recipients. The received status appears on the quote once it is sent.

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Summary

This article guides Seller Admins and Account Managers through creating Quotes for Customers, covering Organization selection, Product Catalog navigation, quote configuration including recipient selection and item modifications, and the sending process. It emphasizes that quotes can be sent immediately to invited users, though users must accept their invitation before interacting with the quote.

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