Create quotes

Perform the following procedure from the assisted sales flow to create a quote. The quote is stored on the Quotes page until the Reseller performs an action that converts the quote into an order. The actions can include price negotiations, finalizing the number of users, or researching an add-on.

To create a quote

1. Go to Manage > Reseller > Home | Users > {userName}. The user's details page opens.
2. Click Make Purchase. The Choose a Product to Purchase dialog appears.
3. Select a product, then click Start Purchase. The Create Order page of the purchase flow opens.
4. Select an edition, set the number of users, and if applicable, edit the price, apply a discount, and select an add-on.
5. Click Save as Quote. A message confirms that the quote was created. The Quotes page appears, and the quote is listed in the Quotes table.

For information about converting the quote to an order or editing quotes, see View and edit quotes.