This article explains how to prepare a quote and share it with your customers and prospects. You may choose to send a quote:
- By email
- As a PDF file
- By publishing it in the End-Customer Marketplace, so that your customer's users can review and purchase the offers in the quote after they log in to their Customer Control Panel.
Process
To prepare a quote, please follow these steps:
- Log in to the Cloud Marketplace and go to the Marketplace.
- Add items to the cart, specifying the quantity, and then select the Quote tile and click Next.
- Select a customer and click Next.
- Select the items that you want to include in the quote.
- Enter a name and a description for the quote. Note: The name and description will not be included in the PDF, however, it can be used to distinguish the quote in a list of all quotes that you have made available to the customer.
- Next, enter the URL to a company logo. Note: the logo URL must be an image that is publicly available on the internet.
- If you wish to create a limited-time offer, select the Set the quote validity period checkbox and select the offer end date.
- You may include information about the customer and your organization (the reseller), select the checkboxes Display customer data in the PDF quote and Display reseller data in the PDF quote.
- You may adjust the data presented in the columns by clicking on the wrench icon.
- Enter a name and a description for the quote. Note: The name and description will not be included in the PDF, however, it can be used to distinguish the quote in a list of all quotes that you have made available to the customer.
- To preview the quote, click Preview PDF.
- To publish the quote in the End-Customer Marketplace, select the checkbox: Display the quote in End-Customer Marketplace.
- To insert a Marketplace link to the items listed in the quote, select the checkbox Add the Review button to the PDF file.
- Finally, click Create a Quote.
The quote will be sent to the customer by email as a PDF file. If you selected the option Display the quote in End-Customer Marketplace, it will also be available in the End-Customer Marketplace within the star icon next to the Shopping Cart. 