Overview:
This article guides you through the steps to locate, review, and download a Dell quote in Xvantage.
Subtopic 1: How to Search for Your Dell Quote
Process:
Log in to Xvantage.
Hover over to the left navigation menu and click My Business.
Click Quotes. This with take you to the Quotes page. The default tab is All Quotes.
Click the drop-down to the left of the search bar and select Vendor Name.
Enter Dell in the search field to list all available Dell quotes.
You can filter the results further by clicking All filters.
Select the quote you want to view from the search results by clicking the respective Quote name/ID.
Subtopic 2: How to Review and Download Dell Quote Details
Process:
Log in to Xvantage.
Hover over to the left navigation menu and click My Business.
Click Quotes. This with take you to the Quotes page. The default tab is All Quotes.
Confirm the quote status is Ready to Order. If not, contact the support team for further assistance. You can save a copy of a quote only when its status is Ready to order.
Locate the Quote of interest and click its Quote name/ID.
On the Quote details tab, review all details.
To keep a copy of it you have 3 alternatives:
Click the Download button in the top right corner and then select the file format you want for the download.
Click the ellipsis in the top right corner next to the Download button, then select Email. In the pop-up window add all recipients of the quote as well as the File type of the quote you'd like to send.
Click the ellipsis in the top right corner next to the Download button, then select Print. A preview of the file you are about to print will open alongside print setting. Scroll through and check the previewed file. Check the print setting. Once you confirm everything is correct click Print.