We’re excited to share some highly anticipated enhancements to our partner portal quoting system designed to streamline your experience, enabling faster turnaround times and empowering you to create and edit quotes with greater ease and independence.
What’s New
With the latest features, you can now create new quote versions quickly
- For multiple term lengths
When creating a new quote version, you can pick multiple term lengths to get 1, 2, 3, and 5-year options quickly generated for your clients. - Automatically copy over discounts and promo codes
New quote versions will also carry over discounts and promo codes from the original quote. Quotes with discounts will be auto-approved if the quote value is 95% or greater than the original quote. - Create additional renewal opportunities from different distributors
To make it easier for you to get the best quoting options for your clients, you can create additional opportunities on the same renewal to get pricing from different distributors. To do so, head over to the Devices & Licenses page on the partner portal.
These improvements will give you more control over generating quotes for your customers.
Learn More
We have summarized all available capabilities in our Partner Quoting Guide.
Please check out this Quick Reference Guide for step-by-step instructions for the latest enhancements or contact Sophos Partner Care if you need help.
And finally, for step-by-step guidance to improve your operational efficiency, revisit our Partner Portal Masterclass.