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Quotrum

Quote Wizard

What is the Quote Wizard?

The Quote Wizard is Quotrum’s flagship feature—a step-by-step guided workflow that walks you through every configuration decision. It eliminates guesswork, prevents errors, and helps you create complex telecom quotes in minutes instead of hours.

Starting a New Quote

From the Dashboard

  1. Click the New Quote button (top-right corner or center of dashboard)
  2. Choose Quote Wizard (or use Quick Quote for single-site deals)
  3. The wizard opens with Step 1 ready

From the Quote Library

  1. Navigate to Quotes in the main menu
  2. Click New Quote → Quote Wizard
  3. Alternatively, clone an existing quote to use it as a starting point

Wizard Steps Overview

The Quote Wizard guides you through 6 main steps:

  1. Customer Information - Who is this quote for?
  2. Service Selection - What services are you quoting?
  3. Site Details - Where are the services needed?
  4. Configuration - Service-specific options and requirements
  5. Pricing - Review pricing, apply discounts, adjust terms
  6. Review - Final validation and export

Each step includes contextual help, validation, and the ability to jump forward or backward as needed.

Step 1: Customer Information

Enter basic details about your customer:

Required Fields

  • Customer name
  • Primary contact name
  • Email address

Optional Fields

  • Phone number
  • Customer ID (from your CRM)
  • Account manager
  • Opportunity ID (for tracking)

Pro Tip: If you’ve integrated with a CRM (Enterprise), you can search and auto-fill customer information.

Click Next to proceed.

Step 2: Service Selection

Choose the service(s) you’re quoting.

Service Categories

Services are organized by type:

  • Internet Access - DIA, Broadband, Fiber
  • Private Networking - MPLS, VPLS, Point-to-Point
  • Voice Services - SIP Trunking, PRI, POTS
  • Managed Services - SD-WAN, Managed Firewall, Network Monitoring
  • Cloud Connectivity - Cloud Connect, Direct Connect
  • Other - Custom services

Adding Services

  1. Browse or search for services
  2. Click Add next to each service
  3. Multiple services can be added to a single quote
  4. Services with dependencies are grouped automatically

Service Bundles

Some services are available as bundles (e.g., DIA + SD-WAN). Bundles may offer:

  • Discounted pricing
  • Pre-configured compatibility
  • Faster quoting

Select a bundle instead of individual services when available.

Click Next when all services are added.

Step 3: Site Details

Specify where services will be delivered.

Single Site

For one location:

  1. Enter street address
  2. City, state, ZIP
  3. Building type (office, retail, data center, etc.)
  4. Access notes (e.g., “Loading dock access required”)

The wizard checks serviceability automatically for some carriers.

Multiple Sites

For enterprise deals with many locations:

Manual Entry Add sites one at a time using the form.

Bulk Import

  1. Click Import Sites
  2. Download the Excel template
  3. Fill in site details
  4. Upload completed template
  5. Review and correct any validation errors

Pro Tip: You can mix and match—import most sites in bulk, then manually add unique locations.

Click Next to proceed to configuration.

Step 4: Configuration

This is where the magic happens. Configuration options are specific to each service type and site.

Service-Specific Configuration

For each service, you’ll configure:

Internet Access (DIA)

  • Bandwidth (upload/download)
  • Interface type (Ethernet, fiber type)
  • IP addressing (static IPs, how many)
  • SLA (standard, premium)
  • Diversity (backup path, diverse POP)

MPLS

  • CIR (Committed Information Rate)
  • Class of Service
  • Number of sites in mesh
  • Protocol (BGP, OSPF, static)

SD-WAN

  • Number of appliances
  • Appliance model (based on bandwidth)
  • Cloud controller vs on-premise
  • Number of VPN tunnels

Dependencies and Validation

The wizard automatically:

  • Validates compatibility (e.g., bandwidth requires specific interface)
  • Suggests required options (e.g., managed router for SD-WAN)
  • Warns about conflicts (e.g., overlapping IP ranges)
  • Calculates required equipment

Example Validation: If you select 1 Gbps bandwidth, the wizard ensures you’ve selected an interface that supports it.

Applying Configurations Across Sites

When quoting multiple sites, save time by:

  1. Configure the first site completely
  2. Click Apply to All Sites
  3. Override specific sites as needed
  4. Common use case: Same bandwidth, different addresses

Click Next to review pricing.

Step 5: Pricing

Review and adjust pricing before finalizing.

Pricing Summary

See a breakdown of:

  • MRC (Monthly Recurring Charges) - Ongoing monthly costs
  • NRC (Non-Recurring Charges) - One-time setup, installation, equipment
  • Total First Month - MRC + NRC
  • Total Contract Value - MRC × term + NRC

Pricing is shown per site and in aggregate.

Adjusting Terms

Change contract terms:

  • 12 months (month-to-month)
  • 24 months
  • 36 months (best pricing)
  • 60 months (custom)

Pricing automatically adjusts based on term length.

Applying Discounts

Add discounts:

  • Percentage discount - 10% off, applied to MRC and/or NRC
  • Fixed discount - $500 off NRC
  • Special pricing - Override specific line items

Discount Authorization: Some discounts require manager approval (Enterprise feature).

Notes and Line Items

Add custom line items:

  • Professional services (hours × rate)
  • Custom equipment
  • Credits or promos
  • Optional services

Each line item can be taxable or non-taxable.

Click Next to review your quote.

Step 6: Review and Export

Final review before exporting.

Validation Check

The wizard runs a final validation:

  • All required fields complete
  • No configuration conflicts
  • Pricing is reasonable (no obvious errors)
  • Terms and conditions accepted

Any errors or warnings are highlighted. Fix them before proceeding.

Preview

Preview your quote as it will appear in the PDF or Excel export:

  • Cover page with customer info
  • Service details per site
  • Pricing summary
  • Terms and conditions
  • Your branding (if configured)

Export Options

Choose your export format:

PDF Proposal

  • Professional branded proposal
  • Includes all details and pricing
  • Ready to send to customer
  • File size: ~500KB - 2MB

Excel Pricing Sheet

  • Detailed line-item pricing
  • Editable for customer review
  • Includes formulas for what-if scenarios
  • File size: ~50KB - 200KB

Both Get both formats in a ZIP file.

Pro Tip: Export both. Send the PDF to the customer and use Excel internally for reviews.

Saving and Sending

After export:

  • Quote is automatically saved to Quote Library
  • Optionally send via email directly from Quotrum (Professional/Enterprise)
  • Share link with team members for collaboration (Professional/Enterprise)

Tips for Faster Quoting

Use Templates

Save common configurations as templates:

  1. Complete a quote for a common scenario
  2. Click Save as Template
  3. Name it (e.g., “Standard 100 Mbps DIA”)
  4. Next time, start from template instead of wizard

Keyboard Shortcuts

Speed up navigation:

  • Ctrl+N / Cmd+N - New quote
  • Ctrl+S / Cmd+S - Save quote
  • Tab - Next field
  • Shift+Tab - Previous field
  • Enter - Next step

Clone Existing Quotes

For similar deals:

  1. Find the similar quote in Quote Library
  2. Click Clone
  3. Update customer and site details
  4. Everything else is pre-filled

Smart Defaults

Set your default values in Configuration:

  • Most common term length
  • Standard SLA
  • Typical bandwidth ranges

The wizard will pre-select these, saving clicks.

Troubleshooting

”Serviceability unknown” message

This means we couldn’t auto-check if service is available at the address. Proceed anyway and verify separately with your carrier.

Can’t proceed to next step

Usually a validation error:

  • Look for red error messages
  • Required fields are marked with *
  • Check that numeric fields have valid values

Pricing seems wrong

Double-check:

  • Correct service selected
  • Bandwidth entered correctly
  • Term length is what you intended
  • No accidental discounts applied

If still incorrect, contact support.

Quote won’t export

Possible causes:

  • Large number of sites (100+) - Try reducing or splitting quote
  • Missing required configuration
  • Temporary network issue (for cloud sync)

Try exporting again or use Save Draft to preserve your work.

Advanced Features

Multi-Service Bundling

Quote multiple services for the same site:

  1. Add all services in Step 2
  2. Configure each service in Step 4
  3. Wizard shows combined pricing
  4. Dependencies handled automatically

Diversity and Redundancy

Configure diverse paths:

  1. Add primary service (e.g., DIA 100 Mbps)
  2. In configuration, enable Diversity
  3. Choose backup type (4G, second fiber path, etc.)
  4. Pricing reflects both paths

Custom Pricing Rules (Enterprise)

Apply complex pricing logic:

  • Volume discounts (discount increases with # of sites)
  • Geographic pricing (different rates by region)
  • Customer-specific pricing (contract rates)

Configured by admins in Catalog Management.

Next Steps

Now that you’ve mastered the Quote Wizard: