Overview
If you are a Billing Owner, you can generate your own quote for a new purchase in the Account Center, then download it, accept it, or decline it, without going through Sales. This guide shows you how to create a quote, manage it, and track its status. Quotes are available to Billing Owners.
Create a quote
Step 1: Log in to the Account Center and select Quotes from the left menu.
Step 2: Select Generate quote.
Step 3: Under Type of quote, choose New purchase, then select Next.
Step 4: Enter a Quote name if you want one. This is optional.
Step 5: Under Select product, choose the product you are quoting: Track, Timeline, or Timeline Online.
Step 6: Choose a plan from Select plan, set the number of seats under Add seats, then select Confirm.
Step 7: To add another product to the same quote, select Add product and repeat. Otherwise, select Generate quote.
Your quote is saved and appears in your list with an Open status. You can download it or come back to pay anytime.
Manage a quote
Select any quote in your list to open its summary, which shows the product, seats, subtotal, tax, and the Total on acceptance. From here you can:
Download: save the quote as a PDF to share with your team or finance.
Edit quote: change the products, plans, or seats.
Accept: accept the quote. Accepting does not charge you. The quote moves to Accepted - awaiting payment, and a separate Pay now step lets you pay when you are ready. After payment, the quote converts into your subscription.
Decline: decline a quote you no longer need.
Quotes stay saved in your account, so you can return to one at any time before it expires.
Track your quotes
The Manage quotes page summarizes your quotes across four cards:
Pending - open quotes: quotes created and waiting to be accepted, with the total value quoted.
Expiring soon: quotes within 7 days of expiring. Accept and pay before they expire, or generate a new one.
Accepted - awaiting payment: quotes you have accepted that still need payment.
Converted this month: quotes paid and turned into active subscriptions.
Use Search quotes to find a quote by name or number, and the filter to show quotes by status: Open, Accepted, Invoiced, Declined, or Expired. Select Export CSV to download your quotes list.
What still goes through Sales
Self-serve quotes cover new purchases. Contact Sales for:
Renewals and upgrades (self-serve renewal and upgrade quotes are coming in a later release)
Discounts, custom pricing, or net payment terms
Orders of 25 or more seats
For help, contact [email protected].
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