How to Find an Approved Palo Alto Quote in Xvantage™

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Overview:

The Palo Alto quotes are created and converted to orders faster than ever. This document also includes steps on how an approved Palo Alto Quote can be converted to an order.

Process:

  1. Log in to Xvantage.

  2. On the left navigation pane, click My business, then click Quotes.

  3. From the drop-down menu, select Vendor name and search Palo Alto to see all the quote results for that vendor.

  4. Find the quote you’re looking for and click on the Quote Name/ID to open.

  5. Review your quote with applied discounts. You can download, e-mail or print your quote from this page.

  6. Click Checkout.

Subtopic 1: How to Place an Order from an approved Palo Alto Quote

The below steps detail how an approved Palo Alto Quote is converted to an order.

Process:

  1. After making updates, verify and click Continue.

  2. Before placing the order, complete all the mandatory fields.

  3. After providing the data, click place order.