Overview:
This article will help users utilize the guided quote creation experience in Xvantage, which allows them to customize customer messaging, preview quotes in real time, and share quotes in multiple formats (email or PDF), with branding automatically applied. This streamlined workflow improves efficiency, enhances customer engagement, and accelerates quote-to-order conversion.
Note: This process only applies once you Activated the quote.
Process:
Log in to Xvantage.
Hover over the left navigation menu and click My Business.
Select Quotes.
Search for the quote you want to customize using the search bar or available filters.
Click the Quote Name/ID (hyperlink) to open the quote details.
Click Quote Your Customer from the upper right side of the page.
Note:
If the End User Name or End User Pricing information is missing, you will receive an error message prompting you to Revise the Quote before a branded quote can be created.
The Apply Customer Pricing toggle must be enabled for the quote.
Click Get Started.
In the Company Information section, upload your company logo by clicking Click to Upload.
Supported formats: PNG, JPG, JPEG; minimum 250px, maximum 400px; file size up to 200KB).
Enter your Company Name, Contact Name, Contact Phone Number, and Contact Email Address.
Click Continue.
In the Quote Preferences section, update the customer messaging and branding options. You can modify or toggle the following:
Opening Message
Closing Message
Quote Terms and Conditions
Product Attributes (line item comments, MSRP, VPN visibility).
Click Continue.
In the Share Method section, select how you want to send the quote: either Send an Email or Download a Copy.
Click Continue to Preview.
Review the quote in preview mode.
If Download a Copy is selected, click Download to save the PDF.
If Send an Email is selected:
Recipient details and email subject are auto-populated; however, you can add or revise them.
Enter your message.
Configure attachment preferences (PDF or embedded quote in the email body).
Click Send Email to deliver the quote to the customer.
You may click Back at any point to revise the information before downloading or sending the quote.