Generate certificate price quotes in CertCentral

Here’s how to get started with quote generation in your CertCentral and CertCentral Enterprise accounts. The first set of instructions addresses how to generate quotes for products, while the next set focuses on account credit.

When generating quotes for products, you have the option to customize your quote with the list of products, their quantities, and other properties. Each product has an individual price, and each addition contributes to a total based on what you select before you save your quote.

1. In your CertCentral account, go to the side bar menu and click Finances > Quotes.
2. On the Quotes page, click New Quote to generate a new quote.
3. On the New Quote page, in the Quote Details section, select the division for your quote from the dropdown. You may also add a description in the description box, but it is not mandatory.
4. In the Build Your Quote section, under Quote Type, select Products.
5. Next, enter the quantity of certificates.
6. In the dropdown menus:
   1. Select the certificate type,
   2. Select the certificate validity or order length
   3. Select the number of FQDNS (if applicable)
   4. Select the number of Wildcard Names (if applicable)
7. To add other products to the quote, click Add Another Product.
8. When you are done filling in the required details, click Save.

Another way you can generate a quote is with a focus on account credit. You may want to consider generating a quote with account credit if you have set funds to allocate each month, quarter, or year, and you need a quote for that amount. With account credit, you may not need to strictly keep line-item details in mind, as account credit can be used to purchase any available certificate product in your account or division.

If you do not yet have account credit set up, refer to our page on how to Set up account credit. Once you have your account credit funds set up, here are the steps on how to generate a quote with account credit:

1. In your CertCentral account, go to the side bar menu and click Finances > Quotes.
2. On the Quotes page, click New Quote to generate a new quote.
3. In the Quote Details section, select the division for your quote from the dropdown. You may also add a description, but it is not mandatory.
4. In the Build Your Quote section, select Account Credit.
5. In the Amount box, type in your numerical credit amount.
6. Click Save.

Once you generate your quote, you will be directed to the main Quotes page. There will be a side menu confirming that your quote has been saved, and your quote’s details.

You also have the option to:

• Generate a Purchase Order. Refer to our purchase order section in payment information page to ensure you have the right information to provide for your purchase order.
• Download your quote.
• Preview your quote.
• Send your quote to someone via email.
• Delete it.