πŸ“š
View Quotes

Quote Summary

You can view your past quotes using the "Estimates" tab.
This feature is not available if you purchased through a reseller. Please reach out to your reseller for invoicing and billing information.
On the main screen, the quote number, create date, expiration date, and quote amount are available at a quick glace. You can view your past quotes listed on the main screen, including:
    1.
    The date the quote was created
    2.
    The expiration date of the quote
    3.
    Quote amount
    4.
    Status
View an invoice by selecting the invoice you wish to review.

View, Download, and Request Edits πŸ‘‡

πŸ”Ž Review Quote
❌ Request Revision
βœ… Approve and send Purchase Order
πŸ’³ Approve and Pay Online
Once you select the quote you wish to view, you will see:
    1.
    The requested subscription level and device count
    2.
    Any discounts that were applied or relevant notes
    3.
    The total (including any applicable sales tax)
    4.
    An option to print a PDF copy

Request Revision

If you need to revise a quote, select "Request Revision".
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A box will appear where you can enter your revision request details.
Enter the request and then select "Confirm Revision".
The notification below will confirm that the revision request has been received.
The sales team will reply with a revised quote within one business day.
A notification will appear to confirm you would like to proceed.
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Once you select "OK", another notification will appear, instructing you to send a copy of your Purchase Order to [email protected].
Our sales team will process the order and deliver the license information and invoice within one business day of receiving the Purchase Order.

Approve and Pay Online

To approve a quote and pay online with a credit card, select "Approve and Pay Online".
A notification will appear to confirm you would like to approve this quote.
If you select "Yes", another notification will notify you that an invoice has been issued. You can either check your email and navigate to the payment screen from the email, or navigate to the "Invoices" tab to view and pay the invoice.
Once the payment has been made, the Sales Team will acknowledge the payment and fulfill the order within one business day.
Last modified 3mo ago