How to Create Quote and Confirm Order in Salesforce Partner Community

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This documentation provides instructions how to create a Quote and confirm Order in Salesforce Partner Community

Created: December 2024

Updated: August 2026

Introduction

Quotes represent proposed prices for products and services. Quotes can be created from and synced with Opportunities and emailed to customers. Then, you can convert Quote into an Order and proceed with Order confirmation.

Create a Quote

Select an Opportunity you want to generate a Quote for and click Create Quote button:

Note: Creating a quote for the first time, you may need to wait some seconds till the page loads.

Settings

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

Opportunity Name
Account
Currency
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 Opportunity 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

Note: Throughout this document, references to licenses or license types should be understood as subscription plans

Document language: select language of the document
Expected Implementation Date: select the date when the project starts (when all subscriptions get activated, etc.).
Hardware Type: choose if you wish to have HWaaS or Rental devices on the PBX. If you do not intend to order HWaaS or Rental, leave the field blank.

Important: Please note that once the type (HWaaS or Rental) is applied on the PBX, it cannot be changed.

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.

Note: In case of Rental hardware, either 3 or 5 year commitment is mandatory.

Product of interest: select the product of interest: x-bees, x-hoppers or Collaboration. You can select subscription plans for the chosen product, as well as devices in the Bundle section.
Additional Configuration: here you have the following options:
- AI+Data Boost: a bundle, that includes secure storage, transcriptions and voice agents. For more information, check the document AI+Data Boost Bundles Overview.
- PBX Service: Service licenses can be assigned to Park Orbit users and any other virtual users who do not need SIP registration.
- 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, eSIM, Wizywebinar, Wizyconf (EOL), MS-PhoneSystem subscription plan
- CLASSOUND: lets you select CLASSOUND Core or Pro tier and to order New DID, Full Porting, Outbound Only, New Free Phone
- Miscellaneous items: includes such services as Hardware, Software, Installation, Maintenance, Internet Connection

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

Price Multiplier: allows to adjust the recommended End user price. Enter the value by which the prices should be multiplied.

PBX Service

In the PBX Service section, add the required number of Service licenses. Service licenses can be assigned to Park Orbit users and any other virtual users who do not need SIP registration.

AI+Data Boost

In the AI+Data Boost section, choose the necessary amount of AI+Data Boost bundles (for more information, check the document AI+Data Boost Bundles Overview):

License Bundle

In the bundle section, choose the licenses type:

Once you select a license type, fill out the following fields:

Number of users

If you have selected hardware type, specify which bundle add-ons are required:

Phones (Start 5, WorkForce 5, SuperVision 5, etc.)
Headsets (DuoLED, MonoLED, DuoLED-BT, MonoLED-BT)
W-AIR (WAIR-Basic, WAIR-Office, WAIR-LifeSaver, etc.)

Notes: All the added items are displayed in the Products Summary. Quantity of each item corresponds to the number of users in Bundle section. If you want the quantity of devices to be different from the number of licenses in the bundle, you can add the necessary items via the Additional Items section.

To add another bundle, click + (Add) button:

Choose a license and repeat the steps described above.

Note: In case of x-hoppers, there is also a section name x-hoppers infrastructures where you can select items related to x-hoppers solution (e.g. Base stations, W-AIR Headset Multichargers etc.):

Additional Items

Note: Additional items are displayed only if the relevant item is selected in Additional Configuration field of the General Questions section.

Fill out the following fields:

Implementation Date: select the activation date for the selected additional items
Category: Phones, Headsets, W-AIR, Networking, Conference, Media gateways, Power supplies
Hardware Type: select if you want to order the product as HWaaS /Rental/ Capex
Product: select necessary product of the chosen category
Quantity: indicate the needed number of items

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

Licenses Upgrade

Note: The section is displayed only if the relevant item is selected in Additional Configuration field of the General Questions section.

Here you can get x-caracal, eSIM, Wizywebinar, Wizyconf (EOL), MS-PhoneSystem subscription once the necessary subscription requirements are met (otherwise, you will see the relevant notification)

Choose the Activation date
x-caracal: choose if you need x-caracal subscription
eSIM: choose the package with 2 GB of mobile data or without mobile data and indicate the eSIM quantity
MS-PhoneSystem: select if MS-PhoneSystem is required.

CLASSOUND

Note: The CLASSOUND section appears only when CLASSOUND is selected in the Additional Configuration field of the General Questions section, and either CLASSOUND Core or CLASSOUND Pro is selected.

CLASSOUND Service: select the service required (Full Porting, Outbound Only, New DID, New Free Phone)
Depending on service chosen, fill out the necessary fields, e.g. for New DID, fill out region, country, DID range, and quantity.

Note: In case of a New DID service for the following countries, you can choose DID Option (Regular or Mobile DID): UK, Belgium, Denmark, Poland, Sweden, Austria, Brazil, Colombia, Estonia, Finland, France, Ireland, Netherlands.

In case of x-bees, the mobile DIDs support two-way SMS (for more details, check out the guide How to send and receive SMS/ MMS via CLASSOUND). In case of Collaboration, the new mobile DIDs are available for calls only.

Important: Starting from August, 01, 2026, the following fees apply in case of porting cancellation or expedite porting:

Porting cancellation fee: 50 EUR/USD/GBP if the cancellation occurs after the date has been confirmed by the losing carrier
Expedited porting: 50 EUR/USD/GBP; the porting request is processed within one business day

Miscellaneous items

Note: Miscellaneous items are displayed only if they are selected in Additional Configuration field of General Questions.

In the Item type field, choose the preferred service: Software, Hardware, Maintenance, Installation, Internet Connection.

Note: For Software and Hardware options, you also need to fill out the field Name.

Description: enter item description
Type: choose type, Service or Capex
Unit Partner Price: enter Partner price
Unit End User Price: enter End User price
Quantity: select quantity

Tax

Note: Tax calculation is applicable for US Partners only.

Important: Tax generation becomes available only after the quote is saved:

Press 'Save as draft' at the top -> 'Save & Make Primary'
Go to 'Tax' section -> click 'Get Tax' -> choose the tax and click 'Done'

Note: Tax calculation could take up to 2 minutes. If you can't see taxes after 2 min, you may need to reload the page.

See the section Get Tax of this guide for more details.

Billing Information

Billing information is synced from Account data.

Licenses Count

Provides an overview of subscription plans selected within this quote.

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, stock quantity, commitment discount, cost per item, total cost, description, billing frequency, etc.:

Below you can find a detailed breakdown of the pricing terminology in Products Summary:

Unit Cost Price: the per-unit price for a partner, inclusive of any applicable quantitative discounts
Unit Sales Price: the per-unit price for the End Customer. This price includes any quantitative discounts and is adjusted by a price multiplier, if applicable.
Unit List Price: the official catalog price per unit for the End Customer, presented without any discounts.
Partner Cost: total price for Partner, calculated as calculated as: Unit Cost Price × Delta Quantity × Commitment Discount (if applicable)
Cost MRR: the Monthly Recurring Revenue (MRR) component of the Partner Cost. This is calculated by dividing the Partner Cost by the number of months in the billing cycle (e.g., 1 for monthly, 12 for yearly, 60 for a 5-year term).
Net Price: the final total price for the end-user, calculated as: Unit Sales Price × Delta Quantity × Commitment Discount (if applicable) × Sales Discount (if applicable) × Price Multiplier (if applicable)
Net MRR: the Monthly Recurring Revenue (MRR) for the End Customer. This is calculated by dividing the Net Price by the number of months in the billing cycle (e.g., 1 for monthly, 12 for yearly, 60 for a 5-year term).

Note:

Some fields in the Product Summary are editable, meaning you can manually edit values in the following columns:

Unit Sales Price: enter the preferred custom sales price for the item

Sales Discount: enter the sales discount for the item

Save Quote

Once you've prepared your quote, you can preview and save it. Preview and save options are available at the top panel:

Preview DealRoom: click on the Preview DealRoom button at the top:

It opens the preview of the proposal in DealRoom:

Notes:

The proposal is valid for 1 month, within which it should be signed.
The quote can be signed only after it is saved (signing option not available in draft).

Here you can view information about Wildix services, see the list of items added to.the proposal, billing information, billing frequency, whether there is commitment or not, as well as terms and conditions.

At the end of the document, there is e-Signature section:

Notes: Signing option is not available until the quote is saved.

Preview PDF: after you click the Preview PDF button, PDF file with the draft of the quote is loaded on your device, so that you can view the quote details, terms and conditions, etc.

When you are ready to submit your quote, click Save -> Save & Update Salesforce:

Notes:

When clicking Save & Update Salesforce button, the quote is synced with Salesforce Partner Community. No syncing with Salesforce occurs if you click just Save.
Only a Quote that has been synced with Salesforce Partner Community, can be converted to an Order.

There is also an option Submit:

When you click on it, the quote is saved in the system.
On the next window that pops up, you have the following options:

Quick publish: get a link to the quote which you can copy and share with customer
Compose and publish: provides possibility to send email to the customer with the link to the DealRoom with the quote

View Quotes

The saved quotes appear in the Quotes section of the Opportunity page:

The checkbox in the field Syncing indicates that everything is synced correctly:

Note: If you have several quote drafts, only one of the quotes can be primary and synced. Only primary quote can be further converted into order.

To view quote details, you can click on the quote name:

The quote page opens. Here, you can view details of your quote (e.g. quote name, order start and expiration date, total cost, etc.):

There is section Quote Line Items. Click on it to view the full list of selected items:

The Quote Line Items page opens:

You can also view quites via the View Quotes button on the Opportunity page:

You can also use the View Quotes button in the top panel:

Note: You can use the View Quotes button at the top even when the opportunity reaches Contract Out stage:

On the page that opens, you can view a table with quotes of the opportunity and quotes details inlcuding status, update date, price, etc.:

If you click on the necessary quote, you get access to the following options to manage the quote: Edit/ View, Duplicate, Share with teammate, Archive, Publish:

Get Tax

Note: Applicable only for US Partners.

Important: Please make sure billing address is filled out on the Account page -> Address -> Billing Address section:

After you save and make the Quote primary, open the Quote, proceed to the Tax section and click Get tax:

Note: Tax calculation could take up to 2 minutes. If you can't see taxes after 2 mins, you may need to reload the page.

On the window that opens, select the tax that displays (you can see quote name, amount of tax, and tax calculation status) and click Done:

Manage existing Quotes

You can sort Tasks out by clicking on List Views:

Wildix Partner Community Platform-Quote Filter.png

It is also possible to display Quotes as a Kanban board by clicking on Select list display:

To open a Quote, click on its Name

Wildix Partner Community Platform-Quote-updated.png

From the Options Panel, you can create a PDF, stop sync, or send the Quote via email

From the Related Panel, you can view the list of related Products/ Services, add Notes, upload attachments, create Tasks (via Activities section)

Wildix Partner Community Platform-Quotes Activities Panel.png

Create an Order from a Quote

Proceed to your quote: Opportunity -> Quotes -> click on the quote name:

At the top of the quote page, click on the status Sent (1) and Mark Status as Complete (2):

Then, click on the status Accepted and Mark Status as Complete. After this the status is successfully changed to Accepted:

Note: Quote can also be accepted automatically – when the quote is signed by both parties via DealRoom. In this case, quote status automatically changes to Accepted and the relevant order is created.

Once you mark Accepted quote status as Complete, the quote is converted into order and is available on the Order page:

To proceed with the order, you need to confirm the order. Open the order and click Confim Order:

Note: In case you've ordered CLASSOUND, Confirm Order button may be inactive, as you need to finalize CLASSOUND order first:

On the screen that pops up, fill out the necessary fields (e.g. Contact, address, choose if you need Instant Virtual Porting, etc.), depending on the CLASSOUND service chosen (for more details about CLASSOUND order, check out the guide CLASSOUND Activation Request) and click Next:

Note: The Confirm Order button is active on "New" status (in order to confirm a new order) and on "Rejected" status (in order to reconfirm the order that was rejected for some reason).

Note: In case of the device management order (e.g. HWaaS transfer, converting CAPEX to OPEX, CAPEX reassignment, converting CAPEX to Rental), the order may stay in Pending status before it is automatically confirmed:

On the screen that pops up you need to:

Enter and validate Master PBX DNS name:

Note: The following characters are allowed: small letters, symbol “-”, numbers.
Uppercase letters and all symbols other than “-” are not supported in the PBX DNS Name.

Select Master PBX model: WPBX-CLOUD for Cloud / WPBX-VM/HW for Virtual or Hardware PBX
Select PBX region from the list

Choose if you want to create WMS Network:

In case you've activated WMS Network option, fill out Client PBX(s) data (DNS name, type and region):

To add or delete Client PBX, click on the + or - buttons correspondingly:

Once you've filled out the PBX Configuration screen, click Next.

Then, you can select CAPEX items that should be delivered from Wildix:

Note: Only CAPEX items are displayed.

If you uncheck the items, the deselected items will not be processed by Wildix.

On the next screen, you can see the list of items and the Order Start Date (1) and HWaaS Shipping Date (2) PBX Activation Date (3):

You need to select when you want to activate the PBX.

Note:

PBX Activation Date is defined based on the Order Start Date.
Delivery times for items placed more than 15 days in advance may be susceptible to delivery time uncertainties, potentially resulting in an indeterminate date of delivery
The Shipping Date is when Wildix starts processing your shipment. The actual delivery date may vary depending on logistics. Billing for HWaaS items begins two weeks after the delivery date.

If you change a order start date for a later date, it gets automatically applied to all items:

If you want to change start date for some products, click on the date or the Edit button (calendar icon) in front of the Order Start Date:

Note:

CLASSOUND-FLAT start date cannot be edited, it relates to the linked subscription start date.

If you need to edit Hardware items Shipping date, click on the date or the Edit button (calendar icon) in front of the HWaaS Shipping Date:

Also, during order confirmation you can view the availability of items and when they should arrive in Wildix stock:

Once completed, click Next.

On the next screen, you need to provide Order and Shipping Information.

Note:

For Business Plan Opportunities and Initial Orders it is also necessary to indicate Competitor:

In case of MRR decrease, you need to fill out the Drop Reason:

Provide recipient contact and the receiver. The Receiver field uses the Address Name as the receiver name. You can begin typing the reciever's name or address details (e.g., country, street, postal code) to search for an existing address. If a match is found, the address is filled out automatically.

If the recipient or address is not found, click the Create an Address button and fill out the necessary details to add a new address:

Note:

The Receiver (Address Name) is used as the recipient on the shipping label.
The Shipping Information is required only for orders that include devices.

Note: In the Order Information section, you can leave any necessary details in the fields Order Reference Number, PBX Notes, Order Notes:

Once completed, confirm the address is correct and click Next.

Click OK on the pop-up screen that appears to confirm the order:

Once order status successfully changed, the first step of the order flow turns green:

Note: After generating the order and clicking Confirm Order, US partners can see a breakdown of taxes for each product in the Tax section and see different types of taxes (before converting quote to an order, there was the total amount of taxes only).

Also, on the Order page you can generate PDF file of the Order, by clicking Generate Order PDF:

View Reseller and Customer Price

Partners can see Partner, Reseller and Customer price on the following pages:

Quote Line Item

DealHub Subscriptions

Order Product

Confirm Reseller Orders

Resellers cannot approve their orders. Reseller orders need to be approved on the Partner side.

To do this, proceed to the Orders tab, find the Reseller order you want to confirm:

Note: On the Orders page, you can select filter My Reseller's Orders to easily find the necessary Reseller order:

Open the order and click Confirm: