Request custom pricing from a quote

A custom price can be used as an incentive to convince customers to make a purchase. Resellers can request custom pricing from their Reseller Manager from the Manage Quote page for any quote with the status of Pending Sales Agent Review or Pending User Approval.

The Manage Quote page includes two ways request a custom price:

• Conversationally, by sending a general comment to your Reseller Manager, for example, Hey boss, I think we could close this today if we could offer them a discount. Any thoughts?
• Specifically, by suggesting an actual price for each line item in the quote, for example, changing $5.00/month/user to $4.45/month/user and sending the request to your Reseller Manager for approval.

To request a custom price

1. Go to Manage > Reseller > Home > Home | Quotes. The Quotes page appears.
2. Click a quote in one of the following states:
   • Pending Sales Agent Review
   • Pending Purchase
     The Manage Quote page appears.
3. (Optional) Send a message to your Reseller Manager as follows:
   1. Click Request Wholesale Price. The Request Wholesale Price dialog appears.
   2. (Optional) Enter a message to your Reseller Manager in the Additional Comment field.
   3. Click Send.
      • An email message is sent to your Reseller Manager with the default subject line: Wholesale Price Reseller Manager Activity. The email message contains details about the quote and a link directly to it.
      • The History table appears at the bottom of the Manage Quotes page. It includes the message you entered in the Additional Comment field or Reseller did not provide a message. The table is later updated with the Reseller Manager's response when it is sent.
4. (Optional) Suggest a custom price from your Reseller Manager as follows:
   1. Click Set Price next to a product in the Requested Wholesale Price column of the Items table. The Change Reseller Requested Price dialog appears.
   2. Enter or set the requested price in the Reseller Requested Price field. Note that this field uses the same pricing structure (for example, dollars/month/user) as the product's Marketplace Sale Price column in the Items table.
   3. Click Save. The suggested price appears in the product's Marketplace Sale Price column in the Items table. You can click this price to edit it until you click Request Wholesale Price (step e).
   4. (Optional) Repeat step a through step c for any other products in the quote.
   5. Click Request Wholesale Price. The Request Wholesale Price dialog appears. It lists each custom price that you requested.
   6. (Optional) Enter a message to your Reseller Manager in the Additional Comment field.
   7. Click Send.
      • An email message is sent to your Reseller Manager with the default subject line: Wholesale Price Reseller Manager Activity. The email message contains details about the quote and a link directly to it.
      • The History table appears at the bottom of the Manage Quotes page. It includes the message you entered in the Additional Comment field or Reseller did not provide a message. The table is later updated with the Reseller Manager's response when it is sent.
5. (Optional) Convert the quote to a sale as follows:
   1. Click gear icon > Send to Customer on the Manage Quote page. An email message is sent to the customer email address listed in the Customer section to alert the customer of the new price and to obtain approval.
   2. Click gear icon > Edit quote on the Manage Quote page. The Create Order page of the checkout flow appears and displays the original order that was saved as the quote.
   3. Click the price for the selected edition, edit the sale price for the order, then click Update to save the price change.
   4. Click Continue to complete the checkout.