Quoting

You can use the Reseller Admin portal to build customer quotes from the Quoting page.

Create a quote

  1. Select New Quote in the upper right to create a quote.

  2. Use the description field to provide a meaningful name for your quote.

  3. Click Add Product to select which PacketFabric services to add to the quote.

    Depending on the type of product you select, you are given a set of options. These options can affect the price of the product.

    TIP: When selecting locations, you can search by typing into the field rather than scrolling through the full list.
  4. Once added, you can edit and delete products from the quote:

    Edit and delete actions

When you are finished adding products, you can do one of the following:

  • To keep the quote open, simply navigate away from the page. Your quote is saved and you can return to it later.

  • To finalize the quote and download a PDF or CSV, click Finalize in the upper right.

    Finalization is not permanent; you can later re-open finalized quotes.

  • To cancel the quote, click Cancel in the upper right.

    You cannot un-cancel a quote. However, you can return to canceled quotes and duplicate them to create a new quote.

  • To duplicate the quote and create a new one, click Duplicate in the upper right.

View quotes

The default view on the Quoting page only shows Open quotes. If you are unable to find a quote, use the filter drop-down menu:

Quote filter

Double-click the quote to view its details.

NOTE: The Open quote total is the sum of all visible quotes. For example, if you filter for all finalized quotes, this will display the sum total of finalized quotes.