Responding to a Quote Request (Providers)

When you receive a request for a quote to provide one of your services, you can handle the response in the partner portal:

1. In the Quote Requests page, find the quote request that needs a response.
2. Click on the title of the request to access its details.
3. Click Create Quote.

4. In Submit Quote, provide this information:

   Parameter	Type	Description
   Title	Text	Provide a title for this project that will be meaningful to you and the partner. Remember that they may have submitted requests for quotes to multiple providers.
   Contact	Dropdown Menu	Select the person from your account who will be the point of contact between your provider and the partner.
   Price	Number	Specify the price that you will charge if selected to do this work.
   Quote Expiration	Date Selector	[Optional] Set the date when this quote will expire. A partner may have constraints or other considerations. By setting an expiration date, you will be better able to plan out work and manage capacity.
   Completion Date	Date Selector	Include the date that the partner can expect you to complete the work.
   Details	Text	Provide more information about what your quote includes. This should provide clarity for the partner.

   

5. Click Save. The quote is emailed to the partner. A record of the request remains in your Quote Requests page until it has been accepted by the partner, and an order submitted.