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How do I create a quote in the Accounts Portal?

Chris Contorinis
Updated

Situation

You need to create a quotation PDF before placing an order.

 

Action

Note: This feature is only available for certain Distributor accounts

Exinda/GFI ClearView orders: refer to How do I create a quote for Exinda or GFI ClearView in the Accounts Portal?

Quotes exceeding 2999 seats: enter the max amount of 2999 in step 3 and click Next. In step 4 modify the number in the QUANTITY column to the desired amount and click Preview Order.

  1. Log in to the Accounts Portal and follow the regular order process for your order
  2. Instead of completing the order in step 4 click on Publish Quote

    Note: if you make changes in step 4 (for example, quantity of one of the items), click the Preview Order button for the values to be updated and the Publish Quote button will reappear.
  3. On the confirmation dialogue, click Confirm then Go to Quote
  4. On the page that opens click Download Quote to download the PDF
  5. Make a note of the quote number (top right) for future reference

If you win the quote you can convert it into an order without reentering all the information, by following the instructions in How do I convert a Quote into an Order in the Accounts Portal?

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