{"id":9414,"date":"2025-07-10T13:06:51","date_gmt":"2025-07-10T11:06:51","guid":{"rendered":"https:\/\/partnernews.sophos.com\/en-us\/?p=9414"},"modified":"2025-07-16T15:13:43","modified_gmt":"2025-07-16T13:13:43","slug":"smarter-faster-frictionless-the-new-quoting-and-compliance-experience-in-the-sophos-partner-portal","status":"publish","type":"post","link":"https:\/\/partnernews.sophos.com\/en-us\/2025\/07\/partner-program\/smarter-faster-frictionless-the-new-quoting-and-compliance-experience-in-the-sophos-partner-portal\/","title":{"rendered":"Smarter, Faster, Frictionless: The New Quoting and Compliance Experience in the Sophos Partner Portal"},"content":{"rendered":"<p>At Sophos, we know that velocity in the commercial space drives value for your customers \u2013 and ease of doing business is a competitive advantage. That\u2019s why we\u2019ve redesigned the quoting experience and compliance dashboard in the Sophos Partner Portal based on feedback from our power users.<\/p>\n<p>These enhancements are designed to help you work faster, close deals with confidence, and stay focused on what matters: your customers.<\/p>\n<p>&nbsp;<\/p>\n<h2><strong>Smarter Quoting: From Click to Close in 30 Seconds<\/strong><\/h2>\n<p>We\u2019re introducing a <strong>fully guided quoting workflow<\/strong> that\u2019s as intuitive as it is powerful. Whether you&#8217;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.<\/p>\n<p><strong>Here\u2019s what\u2019s new:<\/strong><\/p>\n<ul>\n<li><strong>Guided steps: <\/strong>Identify the right products, SKUs, and pricing<\/li>\n<li><strong>Unified search:<\/strong> View opportunity data, devices, and licenses in one view<\/li>\n<li><strong>Optimized performance: <\/strong>No timeouts, no long load times<\/li>\n<li><strong>Comprehensive quoting features: <\/strong>Quote new business, renewals and mid-term changes \u2013 including adding users or products that exceed the renewal contract <strong>(Amend &amp; Extend)<\/strong><\/li>\n<\/ul>\n<p><strong>Don\u2019t Forget:<\/strong> 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.<\/p>\n<p><a href=\"https:\/\/sophos2.my.site.com\/sophospartnerportal\/s\/opportunitygrid\">Access the new quoting<\/a><br \/>\n<a href=\"https:\/\/partners.sophos.com\/prm\/English\/s\/assets?collectionId=80124&amp;renderMode=Collection\">Download the quoting guide<\/a><\/p>\n<p>&nbsp;<\/p>\n<p>Soon, you\u2019ll see the introduction of <strong>AI-powered Guided Sales Assistant<\/strong> that will make quoting even smarter, giving you instant answers on Sophos products, benefits, features, and more. Stay tuned for more updates!<\/p>\n<p>&nbsp;<\/p>\n<p>Hear how our partner community is recognizing Sophos\u2019 channel-first commitment and quoting innovations designed to meet their needs.<\/p>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/jgjHUL1cQSA?si=fvmVEN447n5e8t7K\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<h2><strong>Compliance Made Simple<\/strong><\/h2>\n<p>We\u2019ve also reimagined the <strong>compliance dashboard<\/strong> to make it easier for you to monitor your certification progress and partner tier status \u2014 so you can stay on track and unlock benefits faster.<\/p>\n<p>Now you can:<\/p>\n<ul>\n<li>View your certification, revenue attainment and tier status \u2014 all in a streamlined view<\/li>\n<li>Track what\u2019s required \u2014 and what\u2019s missing \u2014 to maintain or advance your status<\/li>\n<li>Prepare with confidence for the annual March 31 compliance review<\/li>\n<\/ul>\n<p><a href=\"https:\/\/partners.sophos.com\/prm\/English\/c\/program-compliance-overview\">Access the compliance dashboard<\/a><\/p>\n<p><strong>Note: <\/strong>Only partner portal administrators can access the dashboard. Visit the Partner Portal to identify your organization\u2019s administrators \u2014 listed at the bottom of this <a href=\"https:\/\/partners.sophos.com\/English\/Reseller\/profile\/settings.aspx\">page<\/a>.<\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<h2><strong>Unified Partner Program<\/strong><\/h2>\n<p>Later this month, our <strong>unified<\/strong> <strong>partner program <\/strong>will offer end-to-end access to the <strong>Sophos and Taegis portfolio <\/strong>as well as a <strong>new growth framework<\/strong> that rewards your investment in Sophos.<\/p>\n<p>Our goal? To be the easiest \u2014 and most rewarding \u2014 cybersecurity vendor to do business with. Stay tuned for updates coming very soon.<\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<h2><strong>Join Our Quarterly Business Update Webinar<\/strong><\/h2>\n<p>Join us for the <strong>Quarterly Channel Update<\/strong> to get a tour of the quoting enhancements, explore what\u2019s new and understand what\u2019s changing in the Sophos Partner Program, and get answers to your questions firsthand.<\/p>\n<p><a href=\"https:\/\/events.sophos.com\/quarterly-business-update\/\">Save your spot for the Quarterly Channel Update<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Built to save you time. Designed to help you sell.<\/p>\n","protected":false},"author":8,"featured_media":3000009422,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[4],"tags":[119,8,121],"coauthors":[332],"class_list":["post-9414","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-partner-program","tag-compliance","tag-sidebar","tag-sophos-partner-portal"],"jetpack_featured_media_url":"https:\/\/partnernews.sophos.com\/en-us\/wp-content\/uploads\/sites\/3\/2025\/07\/featured-image-partner-portal-blog-quoting_1600x960-vB.png","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/posts\/9414","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/comments?post=9414"}],"version-history":[{"count":8,"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/posts\/9414\/revisions"}],"predecessor-version":[{"id":9479,"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/posts\/9414\/revisions\/9479"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/"}],"wp:attachment":[{"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/media?parent=9414"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/categories?post=9414"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/tags?post=9414"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/coauthors?post=9414"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}