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This documentation provides instructions how to create a Quote and confirm Order in Salesforce Partner Community Created: December 2024 Updated: April 2025 Other documentation: Permalink: https://wildix.atlassian.net/wiki/x/AQBdOg |
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Introduction
Quotes represent proposed prices for products and services. Quotes can be created from and synced with Projects and emailed to customers. Then, you can convert Quote into an Order and proceed with Order confirmation.
Create a Quote
Select a Project you want to generate a Quote for and click Create Quote button:
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- Document language: select language of the document
- Expected Implementation Date: select the date when the project starts (when all licenses get activated, etc.).
- Billing Frequency: depending on the product chosen (Collaboration, x-bees, or x-hoppers), there are relevant billing frequency options available.
- 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.
- Additional Configuration: here you have the following options:
- CDS: allows to choose the preferred CDS Bundle CDS is a part of AI+Data Boost Bundles. Temporarily, to order AI+Data Boost, you need to select CDS, it will be addressed in future releases of SFPC (for more information, check the document document AI+Data Boost Bundles Overview, Company Data Storage Flow).
- 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
- CLASSOUND: lets to order New DID, Full Porting, Outbound Only, New Free Phone
Miscellaneous items: includes such services as Hardware, Software, Installation, Maintenance, Internet Connection
Note Note: You can select multiple Additional Configurations if required. Depending on the chosen Additional Configurations, the relevant sections appear on the page.
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