Quotes
Quotes are product price and availability offers that Ingram Micro makes available to you.
Access quotes from the 
My Account menu.
Overview of Tasks for Quotes
This section of the Help Center provides information about these topics:
Note: Refer to the Cisco Dashboard on the Partner Portal for information about Cisco quotes.
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Types of Quotes
Ingram Micro supports three methods for using quotes.
1. Sales-generated quotes
Quotes that have been generated by your Ingram Micro sales representative appear in your Quotes list screen.
- Access: View quotes from My Account menu > Quotes list and Quote Details screens.
- Share: Email a copy to yourself, download a copy in Excel or PDF format, or print the details from your screen.
- Place Order: Once in Ready to Order status, click Place Order from the Quote Details screen to create a new order. If the quote is enabled to place the order online, use this control. Otherwise, contact your Ingram Micro Sales representative.
2. Self-service quotes
Create quotes yourself with the convenience of online 24/7 self service, to support your internal budgeting and end-user tasks.
- Create: You create and edit quotes from the website.
- Create directly from the Quotes list screen.
- Create from an active cart, where all items in the active cart are automatically added to the quote.
- Add products from the Quote Details screen using the ADD SKU Quick Entry form, or for larger quotes, upload a list of SKUs from an Excel or CSV file.
- Add profit margin as a percentage or USD amount, either by individual line item or applies to all items in the quote.
- Add an end user by using your Address Book. This allows you to customize the quote for your end user.
- Save a quote in draft format and come back to edit it at a later time
- Access: You can find your saved draft quotes in the Quote List and open them to edit until you are ready to activate the quote. All quotes are saved as drafts, and can be edited until you activate them.
- Send: Customize your message and send to your end user.
- Activate: Once you have activated a quote from the Quote Details screen, the status is now Ready to Order.
- Place Order: When a quote is Ready to Order, click Place Order to create a new order from the Quote Details screen.
- Support: Obtain assistance from Ingram Micro Sales by referencing the quote number when contacting your sales team members.
- Note: When you add a profit margin, only the product and online user cost is visible to Ingram Micro. The profit is hidden to protect customer privacy.
3. Cisco quotes — create and process Cisco quotes through the Cisco Partner Portal, with quotes being visible on the Quotes list screen.
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Quote Feature Overview
Ingram Micro enables quotes with several features:
- Search, sort and view quote details from My Account menu > Quotes.
- Keep aware of product price and availability offers
- Send product quotes to end users to generate sales
- Turn quotes into orders — add products from a quote to a cart and check out
- Additional features are available
Here are a few of the quotes features on the Quotes list screen:
- Search by Quote ID, Quote Name, End User or Bid Number
- Search quote by date ranges
- Filter quotes by status
- Create a new quote
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