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.
Taxes are not included in pricing. Pricing is subject to change from when the quote is generated to when products are purchased.
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.
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 might 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:
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:
Note: Generated quotes can be viewed for 30 days before they expire. When your quote expires, you can refresh the quote, then manage it as necessary. You can also generate a new quote, as payment is not locked in.
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