Quoting Tool The Quoting Tool allows Partners to create Quotes for new customers.
- Click on the Sales link in the header.
- Then Click Add New Quote.
- In the Customer Info page:
- Type: Select New Prospect
- Enter Company Name
- Enter Contact Information: First and Last Name
- Enter Email: This is the Email where the prospect will receive the quote.
- Enter Full Billing Address
![](https://support.ringlogix.com/__swift/files/1579555009f438bb7c904d42154fd7227fd57dada31bab3c77.png)
- In the Service Details page
- Term: Choose desired Contract
- Click Add Service
- Choose type of Service from the dropdown.
- Fill out the required fields and add Billing
![](https://support.ringlogix.com/__swift/files/15795543971c4131fb7169cdcda48e0ae9409f0a8c176de6e1.png)
- In the Onetime Charges page:
- Enter the Quantity
- Enter the Description
- Enter the Rate
- To enter multiple one-time charges, click on + sign
![](https://support.ringlogix.com/__swift/files/157955501922bbb24726e47a3447987f28bdbd28aee3f4220c.png)
- In the Review and Deliver page.
- Either Save the Quote for later by clicking on Save.
- The Quote can be emailed directly to the Prospect by Clicking Email.
![](https://support.ringlogix.com/__swift/files/1579554410a5433218830df13f6996564a700b5b0a935e03a3.png)
- Once the Prospect places the order. The account can be created by selecting Activate.
![](https://support.ringlogix.com/__swift/files/157955441658f6e2ff74c86bc95ad971ca596ac52d65a9096a.png)
|