Cloudmore now give the reseller the ability to provide a quote for an organization to provision products from the Marketplace Services offered
To Create a Quote
Login to Cloudmore and go to Broker menu > Manage organizations > Quote Tool and click Create Quote
The user is then presented with the Create Quote screen with a number of sections that should be completed
Customer information
Organization: From the dropdown menu choose the Organization that should receive this quote
Contact Person: The dropdown list will present a list of the chosen organizations administrators, chose one person as the contact person for this quote
Add product/service
Service: Choose a service from the drop-down menu, all services in the reseller's marketplace will be offered
Product: Choose a product by clicking on it, the round button beside the product will turn blue
Quantity: Use the dropdown list to choose the number of licenses to be quoted for
Annual payment frequency: Tick the checkbox to provide a quote for one year rather than the monthly cost
The detail for the item to be quoted is shown,
Your price relates to the cost to the reseller and will not be included in the quote to the organization
Customer Price: The monthly or annual cost to the customer if the product is to be purchased
Margin: The margin applied to the cost price to create the customer price
Press Add to Quote to add the product
This process is repeated for all services and products to be added to the quote
The Quote
As products are added the quote is created below and can be viewed or edited
Edit header
Click here to change the contact name, phone, and email detail of the quote originator
The user can also change the quote reference and how many days the quote is valid for
The user is also presented with an opportunity to add free text into the emailed quote, this can be formatted using the commands within the text box
Press Save Header to save to quote
Items can be viewed line by line and if required removed by clicking in the Bin icon beside the item line
Press Save Quote to store quote or Email quote to send this to the chosen recipient immediately.
The user is presented with options to enter the recipient email address, a subject line and attach a link in the email that will redirect the recipient to the Cloudmore Platform to accept or reject the quote
A free text is available to add and format content in the main body of the email, a default message to review the quote is included
Click Send e-mail
Receiving a Quote
Your organization can receive and view a quote in multiple areas
Via email: The email recipient included above will receive the quote to their inbox in the form of a downloadable PDF
Once viewed the user can click on Approve/Decline quote which will redirect to the Cloudmore Platform where they can process the decision for the quote
From the Notification icon within the Cloudmore Platform.
Click on Approve/Decline quote which will redirect to the Approvals menu option where they can process the decision for the quote
Approving/Declining the Quote
From the Organization menu go to Organization > Quote Tool
Once the Quote Tool menu has been accessed the user is presented with a list of quote showing when the quote was created, who created the quote, the value and expiration of the quote and the decision
Click on Show only active quotes to view quotes that are still within their expiration date
Click on the Actions icon to open and review the quote and navigate to the bottom and press Accept or Decline
Reseller Review of a Quote
Go to Cloud Service Broker menu and go to Manage organizations>Quote tool and press View quotes
Click Show only active quotes to view quotes that have not expired
The list of quotes can be sorted by Organization, Quote Reference, date created, Created by, Quote value, Expiration date, Status and Decision
The Action icons allow the reseller to
change Status of the quote
View the quote
Copy the link to the customer
Delete the quote