Raise a quote request. We work it with the supplier.
Raise a request right from the deal. Oqitor’s operations team works it with the supplier and posts the quote on the deal. When your client accepts, it becomes an order on the same record.
Quote 400-02211 · Cedar Ridge Dental · Apr 15
Cedar Ridge Dental · Business internet
Status Accepted
- Quote requestRaised Apr 10Supplier A
- LocationBusiness internetMain clinic
On this record
- OpportunityWon
- Order100-08431, Apr 22
Notes
Sample data
Where this sits on the deal
- Lead
- Registered
- Quoted
- Active
- Paid
How it works
You
Raise the request.
From the opportunity, choose one supplier, the service location and what the client needs. Add notes on term, speed or timing. You can cancel a request while it is pending.
Quote request
SupplierSupplier ALocationMain clinicServiceBusiness internetTerm36 monthsOqitor operations
Work the request with the supplier.
Operations works the request with that supplier and posts the quote on your deal. Notes and @mentions keep the conversation on the quote.
Request to Supplier A
StatusIn progressWorked byOqitor operationsComes back toYour dealYou
Present the quote.
You take the quote to your client. An accepted quote moves forward. A quote can also be rejected or expire, and marking the deal Closed Lost closes its open quotes.
Quote 400-02211
StatusAcceptedServiceFibre 500/500DetailsStatic IP, 36-month termPosted byOqitor operationsOqitor operations and the supplier
The order takes over.
The accepted quote converts to an order, and operations follows it with the supplier through to activation. The supplier sets the install and activation dates.
Quote to order
QuoteAcceptedOrder 100-08431ActivatedOpportunitySame recordOqitor
Commissions follow.
Once the service is active and billing, it enters the commission cycle.
On the record
What the portal keeps on every quote request.
- Supplier
- The one you chose
- Service location
- From the account’s saved locations
- Service and term
- What the client needs, and for how long
- Notes
- With @mentions for teammates
- Status
- Where the quote stands, from request to order
- Prepared by
- Oqitor operations
What this does not do
- Each request goes to one supplier. To ask a second supplier, raise a second request.
- Install and activation dates are set by the supplier. We pass on what we know and we do not promise dates we do not control.
Our operations team works the request. You stay in front of the client.