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View and Organize Quotes

Video: View Quotes

Below is a step-by-step tutorial on how to view your quotes:
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View Quotes

To view quotes, click on the View Quotes tab. The quotes can be arranged in ascending and descending order by:

  • ID
  • Name
  • Status
  • (date) Updated
  • Monthly Recurring Revenue
  • Non Recurring Revenue

 
Organize Quotes

To view each quote individually, click on either the numbers under the ID column, Name column, or on the far right by clicking on either view contract or view quote.

 
View Quote Details

Once any of the previous choices are clicked, a page similar to the one below will open:

  • From here, you will be able to look at your Service Order Terms and Conditions page.
 
View Contract and Order Details

To view the companies contract(s) (which includes the Service Order, Terms & Conditions, A Signatory Page along with Credit Card Authorization) click on the view contract tab on the far right of the page.

  • A PDF file will be downloaded and can be opened at will (it is read-only and cannot be edited without the permission of the Contegix's assigned Account Executive).
 

 

 

 

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