Overview:
This guide will help you through the process of creating a Proofpoint quote using Xvantage.
Process:
Log in to Xvantage.
Search Proofpoint in the top search bar. Once search results are generated, click Subscriptions.
Then, choose Proofpoint Channel Self Service for Commercial Customers.
Click See Options.
Select the product needed from the list of Proofpoint Channel Self-Service products that populate by clicking the + sign and then selecting Request Price.
You can only add one item at this point to validate the quote first. Additional items and quantities can be added after the end user validation.
Click Select your customer.
Select the end customer by searching for company or contact. You can edit end user information by clicking on the pencil icon. If the correct account doesn’t populate, add a new end user by selecting the +End customer button on the top right. Click Select.
Enter vendor requested information. The reseller should auto populate. You can only edit fields that are not greyed out. These include the contact name and email address. Click Continue.
Enter end customer Account Employee Count, domain, and website, then click Continue.
Review the products you’d like quoted. Required add-ons will be automatically added. Adjust the quantity of licenses desired. You also can add additional items to the quote at the bottom of this page. To complete the quoting process, click Submit request.
Note that MSRP pricing is listed, not the actual reseller cost.
A popup with provide your quote number (QUO-xxxxxx-xxxxxx) and a confirmation will be sent to your email. Click View quote details to review the quote.
If the status remains as Pending, refresh the page to change to Ready to Order.