Page Comparison

Get Started

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• Wildix Partner Community Guide - accept incoming leads, view news & updates, etc.
• Wildix Partner Community Guide - create and manage Leads
• Wildix Partner Community Guide - create and manage Accounts for companies you plan to sell to
• Wildix Partner Community Guide - create and manage Opportunities that refer to the high probability of generating sales revenue
• Wildix Partner Community Guide - create and manage Contacts
• Wildix Partner Community Guide - manage proposed prices of products/ services
• Wildix Partner Community Guide - create and manage orders
• Wildix Partner Community Guide - create and manage business activities 
• Wildix Partner Community Guide  - generate and manage reports

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Home

From the Home page, you can access Wildix Partner Community Guide, accept Incoming Leads and quickly create new Leads and Accounts. The Search Field allows you to find any information.

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• From the Related Details and Actions Panel, you have access to all the detailed information connected with the Contact: you can review Contact History, Notes, upload files, create Tasks and upload files

Quote

Quotes represent proposed prices for products and services. Quotes can be created from and synced with Projects and emailed to customers. 

Create a Quote

• Select a Project you want to generate a Quote for and click Create Quote button:
   

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Settings

In the Settings section, you can find the following information:

• Account
• Opportunity Name
• Currency
• Geography
• ID of the quote that is being prepared
• Quote status (e.g. Draft)
• Proposal Name: a name autogenerated by the system, but you can enter a preferred custom name
• Playbook: Wildix Partners (default value)
• Contact: contact indicated in your Project details 
• DealRoom Publish Name: a name autogenerated by the system, but you can enter a preferred custom name
• Expiration Date: expiration date of the proposal. By default, it is one month from the quote generation, but you can enter a custom date if required.  
• Document Type: it is DealRoom by default.
• DealRoom Template: Wildix (default value)
• Document Template: Proposal V2 (default value)
• Proposal Summary Template: Internal (default value)
  
  

General Questions

• Opportunity Type: synced from Project Details (New Business/ Existing Business/ Existing not with Wildix)
• Implementation Date: select the date when the project starts (when all licenses get activated, etc.). By default, the first date of the next month is displayed. 
• Choose the Billing Frequency: depending on the product chosen (Collaboration, x-bees, or x-hoppers), there are relevant billing frequency options available.
• Choose the Commitment: choose if you wish to commit for 3 or 5 years or proceed without commitment.
• Product of interest (read-only field): the product you’ve previously chosen for your project. You can select licenses for the chosen product, as well as devices in the Bundle section.
• Choose Addons: here you have the following options:
  • Additional Items: these include PBX, Phones, Headsets, W-AIR, Networking, Conference, Media gateways, Power supplies - anything you would like to add outside of the bundle.
  • Licenses Upgrade: here you can get x-caracal, Wizywebinar, Wizyconf, MS-PhoneSystem license or add storage and get Static IP
  • CLASSOUND: lets to order New DID, Full Porting, Outbound Only, New Free Phone

  • Miscellaneous items: includes such services as Installation, Maintenance, Internet Connection

• PBX Model: choose the preferred option (Cloud or VM/HW PBX)
• Region: Select region

• PBX DNS Name: enter name of the PBX

  Note
  Note: You can select multiple addons if required. Depending on the chosen addons, the relevant sections appear on the page.

  
  

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Choose a license and repeat the steps described above. 

Additional Items

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To add other additional items, just click the + (Add) button and repeat the steps. 

Licenses Upgrade

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1. Choose if you want to add Storage (size x10 GB) and get Static IP and indicate the preferred number
2. x-caracal: choose if you need x-caracal license
3. Wizywebinar: indicate if you need Wizywebinar license. If positive, fill out the below field:
   Wizywebinar Licenses Quantity: enter the preferred number of licenses
4. MS-PhoneSystem: select if MS-PhoneSystem is required. 

CLASSOUND

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• Depending on service chosen, fill out the necessary fields. E.g. for New DID, fill out region, country, ZIP code, DID range, and quantity. 
  
  

  Note
  Note: In case of choosing the Full Porting option, an additional section, Instant Virtual Porting appears below, where you can choose if you want to use the option or not: To learn more about the feature, check out the documentation: CLASSOUND Instant Virtual Porting

  
  

Miscellaneous items

• In Miscellaneous Items field, choose the preferred service: Installation, Maintenance, Internet Connection. 
• Cost: indicate cost of the service
• Service or Capex: select type (Service in case it's recurring, e.g. monthly or Capex) 

Tax

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See the section Get Tax for more details. 

Billing Information

Billing information is synced from Account data. 

Products Summary 

In the Products Summary section, you can see the list of all items of the quote, including such information: item name, sale price, quantity, commitment discount, cost per item, total cost, description, billing frequency, etc.:

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The Quote Line Items page opens:

Get Tax 

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Task

Tasks represent business activities such as making calls, sending quotes or other to-do items.

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1. Partner Opportunities Report shows the detailed information about Projects
   
   
   

   
   

2. Amount Opportunities Report shows the total amount of all created Quotes
   
   
   

   
   

3. Close Date Opportunities Report shows when Projects are closed
   
    
   

Settings

From Settings menu, you can access Home tab, edit your personal Profile and check your Company Account.

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