At Sophos, we know that velocity in the commercial space drives value for your customers – and ease of doing business is a competitive advantage. That’s why we’ve redesigned the quoting experience and compliance dashboard in the Sophos Partner Portal based on feedback from our power users.
These enhancements are designed to help you work faster, close deals with confidence, and stay focused on what matters: your customers.
Smarter Quoting: From Click to Close in 30 Seconds
We’re introducing a fully guided quoting workflow that’s as intuitive as it is powerful. Whether you’re new to Sophos or a long-time partner, the new quoting experience is built to help you go from product selection to accurate pricing in under a minute.
Here’s what’s new:
- Guided steps: Identify the right products, SKUs, and pricing
- Unified search: View opportunity data, devices, and licenses in one view
- Optimized performance: No timeouts, no long load times
- Comprehensive quoting features: Quote new business, renewals and mid-term changes – including adding users or products that exceed the renewal contract (Amend & Extend)
Don’t Forget: You can access renewal quoting up to 180 days before expiration. For opportunities under $10K USD, system-generated quotes are automatically created 90 days in advance to help you move faster.
Access the new quoting
Download the quoting guide
Soon, you’ll see the introduction of AI-powered Guided Sales Assistant that will make quoting even smarter, giving you instant answers on Sophos products, benefits, features, and more. Stay tuned for more updates!
Compliance Made Simple
We’ve also reimagined the compliance dashboard to make it easier for you to monitor your certification progress and partner tier status — so you can stay on track and unlock benefits faster.
Now you can:
- View your certification, revenue attainment and tier status — all in a streamlined view
- Track what’s required — and what’s missing — to maintain or advance your status
- Prepare with confidence for the annual March 31 compliance review
Access the compliance dashboard
Note: Only partner portal administrators can access the dashboard. Visit the Partner Portal to identify your organization’s administrators — listed at the bottom of this page.
Unified Partner Program
Later this month, our unified partner program will offer end-to-end access to the Sophos and Taegis portfolio as well as a new growth framework that rewards your investment in Sophos.
Our goal? To be the easiest — and most rewarding — cybersecurity vendor to do business with. Stay tuned for updates coming very soon.
Join Our Quarterly Business Update Webinar
Join us for the Quarterly Channel Update to get a tour of the quoting enhancements, explore what’s new and understand what’s changing in the Sophos Partner Program, and get answers to your questions firsthand.