Knowledgebase: Sales & Quoting Tools
Using the Quoting Tool
Posted by , Last modified by on 20 January 2020 04:05 PM

Quoting Tool

The Quoting Tool allows Partners to create Quotes for new customers.

  1. Click on the Sales link in the header.
  2. Then Click Add New Quote.
  3. 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


  1. 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


  1. In the Onetime Charges page:
    • Enter the Quantity
    • Enter the Description
    • Enter the Rate
    • To enter multiple one-time charges, click on + sign


  1. 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.


  1. Once the Prospect places the order. The account can be created by selecting Activate.