Simple Steps to Create a Quote and Make a Purchase

9 Easy steps to create a quote and make a purchase on behalf of your customer

1. Click Companies in the left navigation after you log in to your marketplace, then select the company for which you’re creating a quote.
2. Click New Software or Hardware Quote. The New Software (or New Hardware) page opens.
3. Select a user in the left pane, then select the product you want to add to the quote.
4. Click Create Opportunity.
5. Select the product edition.
6. Enter the number of users, then click Save.
7. Click Create Quote. This creates a new opportunity. All comments and approvals between you and your customers happen directly within the quote tool for a streamlined process that ensures excellent communication and clarity, quick responses, and a faster path to completed orders.
8. On the Opportunities page for this quote, click the drop-down icon, then select one of the following options:
   • Download PDF—You can download a PDF to share with your customer.
   • Request customer approval—You can request online approval from your customer.
   • View details—You can view details of the quote at any time.

When your customer is ready to complete the purchase, click Submit for Approval. This creates the order and sends it to the fulfillment team for processing.