This document describes the process for generating new quotations as well as add-on quotations for all aspects of E-MetroTel’s product portfolio.
Accessing the Quotations tool
The Quotations tool is accessed via the E-MetroTel Partner Portal at https://portal.emetrotel.com/.
Enter your Username and Password.
Once logged into the Partner Portal, click on the Quotations and Ordering tile to enter the Quotations tool.
After logging in, you will arrive on the Main Page:
On the Main Page, the following options are available:
New System – Build a quote based on Appliance hardware, with optional Software, SIP Trunks, and Provisioning Services
UCX-Cloud – Build a quote based on a choice of Cloud services designed for SMB, Enterprise, or Call Center users
Virtualization SW – Build a quote based on a choice of Virtualization platforms and applications
Hardware such as DSM16s, FXO/FXS and PRI interfaces and Infinity telephones can be ordered from any of the sections; the Appliance/UCX-Cloud/Virtualization SW titles only refer to the platform running the UCX software.
Appliance Quotes
After selecting the Appliance icon, the Appliance page opens with a blank template as follows:
In most cases, the Reseller Name will be automatically selected when you log into the system based on your log-in credentials. However, if you represent more than one reseller in your E-MetroTel profile, then you must select the Reseller that you want to use for quoting this system.
Site Information
The Quote system is designed to be used for quoting a New System or for quoting additional capabilities for an Existing System. You must choose between the two selections.
New System quotes
When quoting a new system you are required to input a Customer Name to be associated with this particular quote.
Existing System quotes
When quoting for an existing system, you must input the Serial Number associated with the existing system.
You may include multiple quantities and multiple types of hardware, software, SIP Trunks, and Provisioning Services in a single quote. The quote tool does not validate quantities of any component based on other components. For example, you may enter a combination of one (1) Galaxy Mini and one (1) Galaxy 250, and in the same quote enter a quantity of 200 Universal extensions. This provides an ability to create a single quote for multiple sites that may or may not have existing equipment.