Start a New Quote Request

1. Log in to Partner Central
2. Start a New Quote Request by opening the Quote Request Dashboard in My Hub or the Sales Hub
    

Customer Information

1. Partner Information: Type in your email address and the rest of your information will populate

1. Customer Information: We will need all the required information to create an accurate proposal for the client to sign off.
   NOTE: Nothing will be sent to the customer without your permission.
   
   1. Company: Legal business name
   2. Contact details: Signing party for the agreement
   3. Service Address: Main address for services
   4. Tax Exempt: If the client is Tax Exempt, you can upload a copy of their exemption status but this is not required. We can collect this during the onboarding process if we don't have it yet.
       

1. Expected Decision Date: The date that we will want to have the agreement completed and start the onboarding process
2. Losing Carrier: Current phone service provider

1. Comments: Any special requirements or use cases to be aware of
2. After providing this information, click the grey Next button to start selecting the services they will need.
    

Services

1. When making your selections, you can search for products by either using the type-ahead functionality or type % and hitting the magnifying glass to see all available options
    

1. Service Activation: Select when we would like to activate their services
   1. Immediately (No Porting): For new services that are not porting any existing numbers
   2. Immediately (Temp Numbers): Recommended in most situations. Access to the management portal will be given 24hrs after the onboarding call.
      NOTE: Request a tentative activation date if you have a target date for services to start.
   3. After Porting: The client will receive access and be active on services after the number port has been completed.
2. Bundled Services: This is the seat licensing required to support the client.
   NOTE: Refer to the Direct Client Deck to see the differences for seat options
3. A La Carte Services: Add any A La Carte Services that they might require
   NOTE: Refer to the Direct Client Deck to see the differences for service options
4. Native Fax Services: If the client has a fax line, select the type of fax service we will need to support
   1. Analog: For fax using a traditional fax machine
      NOTE: This requires a Native Fax ATA to be purchased
   2. Digital: Fax via the manager portal or email
   3. Standalone: For fax only agreements
   4. Toll-Free: If the fax line is a toll-free line
5. Toll-Free Services: For any toll-free numbers that need to be supported
   NOTE: If you don't know the usage for their toll number, start without a minute package and see if we need to add one after 30 days
6. Conference Services: For any audio conference bridges they wish to purchase.
7. Click Next to continue

Hardware

1. Select how the hardware will be acquired
    
2. Customer Purchase from OIT: Have OIT bill the customer directly for the hardware upfront
3. Customer Rental from OIT: Have OIT bill the customer monthly for the hardware
4. Partner Purchase from OIT: Have OIT bill the Partner for the hardware
5. Partner Provided: Providing 3rd Party equipment
6. Existing Equipment: The client is using their current equipment
7. Softphone Only: The client is using the web and mobile apps only.
8. Select the make and model for any hardware that you'd like to quote.  
   NOTE: Reach out to [email protected] for any hardware recommendations
9. Desk Phones: Search available makes and models for desktop devices
10. Cordless Phones: Search available makes and models for cordless handsets
11. Conference Phones: Search available makes and models for conference rooms
12. ATAs, Headsets, and Peripherals: Search available devices. 
    NOTE: Native Fax ATA - Audiocodes MP-202B is required to support a fax machine.
13. Click Next

Summary

1. The summary page is an overview of any One Time Charges and Recurring Charges based on your selections.  You can request any pricing changes in the Quote Comments & Special Pricing Section before requesting how you'd like the quote to be delivered:
2. Deliver Quote To:
   1. Channel Partner: Have the agreement sent to you only
   2. Customer: Have the agreement sent to the customer only
   3. Both: Have the agreement sent to both you and the customer
3. Check off that the quote is ready for submission

1. Click Finish
    

1. (Optional) Print or Download a copy of the form
    

1. Click Finish
    

1. You will receive a link to review the agreement within 24hrs of submitting the request.  If you'd like us to send it directly to the client after you've reviewed the agreement, reply to the email and confirm we are able to send it over!
2. Reach out to Sales if you need any updates or to make any changes after submitting the request