Create and Manage Quotes
You can use the Client Portal to create, view, and manage your quotes.
Creating a quote and converting it to an order
Watch the following video tutorial or continue reading for information on how to create a quote and convert it to an order.
To create a quote
From the main menu, navigate to Marketplace > Products.
On the Products page, search for the product you wish to buy and then select the product from the list. The Product Detail page is displayed.
On the Product Detail page, review the product information. If needed, change the Buying for information and then select Add to Cart. A confirmation message is displayed.
Select Go to Shopping Cart in the confirmation message or navigate directly to your shopping cart (Marketplace > Cart).
On the Shopping Cart page, select Create Quote.
Verify your address information, edit it if necessary, and provide your contact details, including your email address. Select Create Quote again. A new quote is created.
Verify the quote details, including the number and product information. Select Convert to Order.
On the Convert to Order page, provide the PO numbers (mandatory). Optionally, you can add internal comments and reference information. Select Convert to Order.
A confirmation message is displayed and your order is created. You can download your order information as PDF.
Searching for quotes
To search for a quote
Navigate to the Quotes page (Marketplace > Quote). The Quotes page opens, where you can view a list of all products in your quote.
If you have a long list of quotes, you can refine the list based on the filters and search options.
Select the appropriate search options, and then select Search. If you want to reset the filter options, select Reset.
In the Actions column, select View. The quote details are displayed.
Watch the following video on how to search for a quote:
Renewing quotes
You can renew a quote that has expired.
To renew an expired quote
Navigate to the Quotes page (Marketplace > Quote) and select the quote you wish to renew.
Select Renew Expired Quote.
Confirm that you want to renew the quote by selecting Yes. A confirmation message is displayed and your quote renewal request is submitted to SoftwareOne.
Deleting quotes
You can delete a quote if it's no longer needed.
To remove a quote
Navigate to the Quotes page (Marketplace > Quote) and select the quote you wish to delete.
On the Quote Detail page, select Delete Quote.
Select Yes to confirm deletion. A confirmation message is displayed.
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